AI Holders Summary · Q1 2026

180 institutions reported ETW in Q1 2026. GUGGENHEIM CAPITAL LLC leads at 11.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$20M2.3M0.15%Q1 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$19M2.2M0.00%Q1 2026 03

1607 Capital Partners, LLC

CIK 0001436866

$18M2.1M1.33%Q1 2026 04

MORGAN STANLEY

CIK 0000895421

$17M2.0M0.00%Q1 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$15M1.7M0.00%Q1 2026 06

Karpus Management, Inc.

CIK 0001048703

$14M1.6M0.45%Q1 2026 07

Invesco Ltd.

CIK 0000914208

$14M1.6M0.00%Q1 2026 08

ROYAL BANK OF CANADA

CIK 0001000275

$9M973K0.00%Q1 2026 09

Advisors Asset Management, Inc.

CIK 0001297376

$7M851K0.12%Q1 2026 10

LPL Financial LLC

CIK 0001403438

$7M827K0.00%Q1 2026 11

Pathstone Holdings, LLC

CIK 0002011612

$5M568K0.02%Q1 2026 12

Cresset Asset Management, LLC

CIK 0001761013

$5M534K0.02%Q1 2026 13

UBS Group AG

CIK 0001610520

$4M484K0.00%Q1 2026 14

RiverTree Advisors, LLC

CIK 0001872501

$4M446K2.48%Q1 2026 15

OSAIC HOLDINGS, INC.

CIK 0001677044

$4M426K0.01%Q1 2026 16

AMERIPRISE FINANCIAL INC

CIK 0000820027

$4M420K0.00%Q1 2026 17

Rockefeller Capital Management L.P.

CIK 0001739439

$3M316K0.00%Q1 2026 18

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$3M313K0.03%Q1 2026 19

WELLS FARGO & COMPANY/MN

CIK 0000072971

$3M312K0.00%Q1 2026 20

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$2M268K0.00%Q1 2026

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