AI Holders Summary · Q1 2026

104 institutions reported FAX in Q1 2026. Penserra Capital Management LLC leads at 14.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Penserra Capital Management LLC

CIK 0001593324

$16M1.1M0.19%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$15M1.1M0.00%Q1 2026 03

EVERGREEN CAPITAL MANAGEMENT LLC

CIK 0001260824

$13M916K0.29%Q1 2026 04

ROYAL BANK OF CANADA

CIK 0001000275

$10M701K0.00%Q1 2026 05

WELLS FARGO & COMPANY/MN

CIK 0000072971

$8M567K0.00%Q1 2026 06

EP Wealth Advisors, LLC

CIK 0001540569

$8M544K0.04%Q1 2026 07

Invesco Ltd.

CIK 0000914208

$6M388K0.00%Q1 2026 08

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$5M313K0.04%Q1 2026 09

Rareview Capital LLC

CIK 0002044533

$4M240K2.24%Q1 2026 10

Cetera Investment Advisers

CIK 0001666741

$3M242K0.00%Q1 2026 11

Stratos Wealth Advisors, LLC

CIK 0001707202

$3M212K0.19%Q1 2026 12

FRANKLIN RESOURCES INC

CIK 0000038777

$2M168K0.00%Q1 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M161K0.00%Q1 2026 14

Family Firm, Inc.

CIK 0001602603

$2M131K0.50%Q2 2025 15

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M144K0.00%Q1 2026 16

LPL Financial LLC

CIK 0001403438

$2M144K0.00%Q1 2026 17

EASTERLY INVESTMENT PARTNERS LLC

CIK 0001766150

$2M127K0.14%Q1 2026 18

THRIVENT FINANCIAL FOR LUTHERANS

CIK 0000314984

$2M107K0.00%Q1 2026 19

Corient Private Wealth LLC

CIK 0001948780

$1M98K0.00%Q1 2026 20

NWF Advisory Services Inc.

CIK 0002045735

$1M97K0.16%Q1 2026

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