AI Holders Summary · Q1 2026

72 institutions reported FFA in Q1 2026. MORGAN STANLEY leads at 30.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$36M1.8M0.00%Q1 2026 02

Exeter Financial, LLC

CIK 0001752045

$13M585K5.00%Q2 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$11M525K0.00%Q1 2026 04

Invesco Ltd.

CIK 0000914208

$9M423K0.00%Q1 2026 05

Shaker Financial Services, LLC

CIK 0001511794

$7M329K2.30%Q2 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$6M270K0.00%Q1 2026 07

UBS Group AG

CIK 0001610520

$5M264K0.00%Q1 2026 08

ROYAL BANK OF CANADA

CIK 0001000275

$5M260K0.00%Q1 2026 09

North Star Investment Management Corp.

CIK 0001342857

$4M179K0.22%Q1 2026 10

LPL Financial LLC

CIK 0001403438

$4M172K0.00%Q1 2026 11

Smith Asset Management Co., LLC

CIK 0002068217

$3M150K2.63%Q2 2026 12

Karpus Management, Inc.

CIK 0001048703

$3M135K0.09%Q1 2026 13

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$3M128K0.02%Q1 2026 14

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$2M114K0.00%Q1 2026 15

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$2M109K0.02%Q1 2026 16

TRUIST FINANCIAL CORP

CIK 0000092230

$2M90K0.00%Q1 2026 17

Creative Planning

CIK 0001540235

$2M80K0.00%Q1 2026 18

Clear Point Advisors Inc.

CIK 0002010474

$2M26K1.22%Q1 2026 19

Integrated Wealth Concepts LLC

CIK 0001737109

$1M73K0.01%Q1 2026 20

PMG Family Office LLC

CIK 0002102299

$1M58K1.20%Q2 2026

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