AI Holders Summary · Q2 2026

205 institutions reported ETV in Q2 2026. MORGAN STANLEY leads at 12.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$28M1.9M0.00%Q2 2026 02

LPL Financial LLC

CIK 0001403438

$25M1.7M0.01%Q3 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$22M1.5M0.14%Q2 2026 04

Invesco Ltd.

CIK 0000914208

$22M1.4M0.00%Q2 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$17M1.2M0.00%Q2 2026 06

PARAGON FINANCIAL PARTNERS, INC.

CIK 0001910845

$14M973K7.62%Q2 2026 07

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$13M845K0.03%Q3 2026 08

BANK OF AMERICA CORP /DE/

CIK 0000070858

$10M671K0.00%Q2 2026 09

BALANCED WEALTH GROUP LLC

CIK 0002009783

$9M624K2.76%Q3 2026 10

PRINCIPAL SECURITIES, INC.

CIK 0000012600

$9M591K0.11%Q2 2026 11

UBS Group AG

CIK 0001610520

$8M526K0.00%Q3 2026 12

WELLS FARGO & COMPANY/MN

CIK 0000072971

$7M492K0.00%Q2 2026 13

AMERIPRISE FINANCIAL INC

CIK 0000820027

$7M483K0.00%Q2 2026 14

Steward Partners Investment Advisory, LLC

CIK 0001723397

$7M438K0.03%Q2 2026 15

ROYAL BANK OF CANADA

CIK 0001000275

$6M436K0.00%Q2 2026 16

MML INVESTORS SERVICES, LLC

CIK 0000701059

$6M434K0.01%Q2 2026 17

Cetera Investment Advisers

CIK 0001666741

$6M408K0.01%Q2 2026 18

OSAIC HOLDINGS, INC.

CIK 0001677044

$6M396K0.01%Q2 2026 19

SIMS INVESTMENT MANAGEMENT, LLC

CIK 0002053807

$6M385K1.80%Q3 2026 20

Kingstone Capital Partners Texas, LLC

CIK 0002057208

$5M340K2.51%Q3 2026

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