AI Holders Summary · Q2 2026

208 institutions reported FDT in Q2 2026. MORGAN STANLEY leads at 25.1% 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

$178M1.9M0.01%Q2 2026 02

LPL Financial LLC

CIK 0001403438

$94M989K0.02%Q2 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$67M703K0.01%Q2 2026 04

UBS Group AG

CIK 0001610520

$46M488K0.01%Q2 2026 05

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$37M394K0.01%Q2 2026 06

Cetera Investment Advisers

CIK 0001666741

$34M358K0.03%Q2 2026 07

&PARTNERS

CIK 0000107136

$27M291K0.11%Q2 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$23M242K0.01%Q2 2026 09

SAGE PRIVATE WEALTH GROUP, LLC

CIK 0001845635

$23M239K10.17%Q2 2026 10

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$22M236K0.01%Q2 2026 11

Janney Montgomery Scott LLC

CIK 0001329948

$22M256K0.06%Q1 2026 12

ROYAL BANK OF CANADA

CIK 0001000275

$22M230K0.00%Q2 2026 13

SMI Advisory Services, LLC

CIK 0001609008

$20M209K3.20%Q2 2026 14

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$17M195K0.00%Q1 2026 15

OSAIC HOLDINGS, INC.

CIK 0001677044

$16M171K0.02%Q2 2026 16

INDEPENDENT FINANCIAL GROUP, LLC

CIK 0000275484

$14M150K0.27%Q2 2026 17

STIFEL FINANCIAL CORP

CIK 0000720672

$14M148K0.01%Q2 2026 18

TRUIST FINANCIAL CORP

CIK 0000092230

$12M127K0.01%Q2 2026 19

ASSETMARK, INC

CIK 0001344551

$12M126K0.02%Q2 2026 20

Kingsview Wealth Management, LLC

CIK 0001791965

$10M105K0.12%Q2 2026

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