AI Holders Summary · Q1 2026

97 institutions reported FTF in Q1 2026. MORGAN STANLEY leads at 26.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$20M3.4M0.00%Q1 2026 02

LPL Financial LLC

CIK 0001403438

$9M1.6M0.00%Q1 2026 03

Penserra Capital Management LLC

CIK 0001593324

$6M1.1M0.08%Q1 2026 04

Advisors Asset Management, Inc.

CIK 0001297376

$6M1.0M0.10%Q1 2026 05

WELLS FARGO & COMPANY/MN

CIK 0000072971

$4M747K0.00%Q1 2026 06

Invesco Ltd.

CIK 0000914208

$4M691K0.00%Q1 2026 07

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$4M616K0.03%Q1 2026 08

Pathstone Holdings, LLC

CIK 0002011612

$3M478K0.01%Q1 2026 09

Allspring Global Investments Holdings, LLC

CIK 0001890906

$3M473K0.00%Q1 2026 10

Shaker Financial Services, LLC

CIK 0001511794

$3M459K0.93%Q1 2026 11

GraniteShares Advisors LLC

CIK 0001839545

$2M393K1.65%Q1 2026 12

Kingsview Wealth Management, LLC

CIK 0001791965

$1M253K0.02%Q1 2026 13

Byrne Asset Management LLC

CIK 0001911322

$1M244K0.76%Q2 2026 14

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M229K0.00%Q1 2026 15

ABSOLUTE INVESTMENT ADVISERS, LLC

CIK 0001316187

$1M214K0.15%Q1 2026 16

BANK OF AMERICA CORP /DE/

CIK 0000070858

$1M193K0.00%Q1 2026 17

Cetera Investment Advisers

CIK 0001666741

$1M183K0.00%Q1 2026 18

Kestra Advisory Services, LLC

CIK 0001830819

$1M179K0.00%Q1 2026 19

CREATIVE FINANCIAL DESIGNS INC /ADV

CIK 0000819864

$780K134K0.05%Q1 2026 20

Quarry LP

CIK 0001965207

$746K128K0.13%Q1 2026

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