AI Holders Summary · Q2 2026

76 institutions reported FFA in Q2 2026. MORGAN STANLEY leads at 31.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$40M1.8M0.00%Q2 2026 02

Exeter Financial, LLC

CIK 0001752045

$13M585K5.00%Q2 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$10M457K0.00%Q2 2026 04

Invesco Ltd.

CIK 0000914208

$10M440K0.00%Q2 2026 05

Shaker Financial Services, LLC

CIK 0001511794

$7M329K2.30%Q2 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$7M291K0.00%Q2 2026 07

UBS Group AG

CIK 0001610520

$6M263K0.00%Q2 2026 08

ROYAL BANK OF CANADA

CIK 0001000275

$5M244K0.00%Q2 2026 09

LPL Financial LLC

CIK 0001403438

$4M175K0.00%Q2 2026 10

North Star Investment Management Corp.

CIK 0001342857

$4M171K0.21%Q2 2026 11

Smith Asset Management Co., LLC

CIK 0002068217

$3M150K2.63%Q2 2026 12

Karpus Management, Inc.

CIK 0001048703

$3M135K0.09%Q1 2026 13

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$3M118K0.00%Q2 2026 14

TRUIST FINANCIAL CORP

CIK 0000092230

$2M95K0.00%Q2 2026 15

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$2M90K0.01%Q2 2026 16

Creative Planning

CIK 0001540235

$2M78K0.00%Q2 2026 17

Integrated Wealth Concepts LLC

CIK 0001737109

$2M75K0.01%Q2 2026 18

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$2M75K0.01%Q2 2026 19

PMG Family Office LLC

CIK 0002102299

$1M58K1.20%Q2 2026 20

AMERIPRISE FINANCIAL INC

CIK 0000820027

$1M55K0.00%Q2 2026

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