AI Holders Summary · Q1 2026

206 institutions reported FDT in Q1 2026. MORGAN STANLEY leads at 17.5% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$110M1.3M0.01%Q1 2026 02

LPL Financial LLC

CIK 0001403438

$94M989K0.02%Q2 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$78M901K0.01%Q1 2026 04

UBS Group AG

CIK 0001610520

$56M642K0.01%Q1 2026 05

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$37M394K0.01%Q2 2026 06

Cetera Investment Advisers

CIK 0001666741

$25M283K0.03%Q1 2026 07

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$23M265K0.01%Q1 2026 08

SAGE PRIVATE WEALTH GROUP, LLC

CIK 0001845635

$23M239K10.17%Q2 2026 09

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$22M258K0.02%Q1 2026 10

Janney Montgomery Scott LLC

CIK 0001329948

$22M256K0.06%Q1 2026 11

ROYAL BANK OF CANADA

CIK 0001000275

$21M238K0.00%Q1 2026 12

SMI Advisory Services, LLC

CIK 0001609008

$20M209K3.20%Q2 2026 13

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$17M195K0.00%Q1 2026 14

INDEPENDENT FINANCIAL GROUP, LLC

CIK 0000275484

$14M150K0.27%Q2 2026 15

TRUIST FINANCIAL CORP

CIK 0000092230

$12M127K0.01%Q2 2026 16

ASSETMARK, INC

CIK 0001344551

$12M126K0.02%Q2 2026 17

STIFEL FINANCIAL CORP

CIK 0000720672

$12M135K0.01%Q1 2026 18

OSAIC HOLDINGS, INC.

CIK 0001677044

$11M131K0.02%Q1 2026 19

BENJAMIN EDWARDS INC

CIK 0001451623

$10M101K0.09%Q2 2026 20

Mainsail Financial Group, LLC

CIK 0001961290

$9M94K3.02%Q2 2026

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