AI Holders Summary · Q2 2026

76 institutions reported FRI in Q2 2026. MORGAN STANLEY leads at 22.9% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$27M857K0.00%Q2 2026 02

LPL Financial LLC

CIK 0001403438

$20M644K0.00%Q2 2026 03

TCP Asset Management, LLC

CIK 0001961898

$18M563K2.02%Q2 2026 04

Cetera Investment Advisers

CIK 0001666741

$16M500K0.01%Q2 2026 05

UBS Group AG

CIK 0001610520

$9M280K0.00%Q2 2026 06

Aft, Forsyth & Sober, LLC

CIK 0001566801

$4M154K1.37%Q2 2026 07

TRUE BLUE FINANCIAL, LLC

CIK 0002010212

$4M123K1.65%Q2 2026 08

Chicago Partners Investment Group LLC

CIK 0001563525

$3M77K0.05%Q2 2026 09

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M75K0.00%Q2 2026 10

BENJAMIN EDWARDS INC

CIK 0001451623

$2M75K0.02%Q2 2026 11

GOLDMAN SACHS GROUP INC

CIK 0000886982

$2M65K0.00%Q2 2026 12

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$2M54K0.00%Q2 2026 13

BANK OF AMERICA CORP /DE/

CIK 0000070858

$1M45K0.00%Q2 2026 14

CITADEL ADVISORS LLC

CIK 0001423053

$1M45K0.00%Q2 2026 15

ROYAL BANK OF CANADA

CIK 0001000275

$1M45K0.00%Q2 2026 16

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$1M40K0.00%Q2 2026 17

Maia Wealth LLC

CIK 0002010858

$1M34K0.16%Q2 2026 18

STIFEL FINANCIAL CORP

CIK 0000720672

$1M33K0.00%Q2 2026 19

RPg Family Wealth Advisory, LLC

CIK 0001569884

$796K25K0.07%Q2 2026 20

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$656K21K0.00%Q2 2026

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