AI Holders Summary · Q1 2026

93 institutions reported FCT in Q1 2026. MORGAN STANLEY leads at 16.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$12M1.2M0.00%Q1 2026 02

Penserra Capital Management LLC

CIK 0001593324

$7M708K0.08%Q1 2026 03

Advisors Asset Management, Inc.

CIK 0001297376

$7M694K0.11%Q1 2026 04

Invesco Ltd.

CIK 0000914208

$5M565K0.00%Q1 2026 05

BANK OF AMERICA CORP /DE/

CIK 0000070858

$5M515K0.00%Q1 2026 06

Edgemoor Investment Advisors, Inc.

CIK 0001313792

$5M488K0.37%Q1 2026 07

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M419K0.00%Q1 2026 08

LPL Financial LLC

CIK 0001403438

$4M402K0.00%Q1 2026 09

Almitas Capital LLC

CIK 0001596468

$4M383K0.83%Q1 2026 10

AMERIPRISE FINANCIAL INC

CIK 0000820027

$3M302K0.00%Q1 2026 11

Focus Partners Wealth

CIK 0001542153

$2M242K0.00%Q4 2025 12

D.A. DAVIDSON & CO.

CIK 0001080107

$2M252K0.01%Q1 2026 13

TFG Advisers LLC

CIK 0001806473

$2M223K0.77%Q2 2025 14

UBS Group AG

CIK 0001610520

$2M227K0.00%Q1 2026 15

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$2M202K0.02%Q1 2026 16

Logan Stone Capital, LLC

CIK 0001535521

$2M163K0.40%Q4 2025 17

STIFEL FINANCIAL CORP

CIK 0000720672

$1M136K0.00%Q1 2026 18

WELLS FARGO & COMPANY/MN

CIK 0000072971

$1M133K0.00%Q1 2026 19

HOURGLASS CAPITAL, LLC

CIK 0001442573

$1M114K0.23%Q1 2026 20

BALYASNY ASSET MANAGEMENT L.P.

CIK 0001218710

$1M112K0.00%Q1 2026

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