AI Holders Summary · Q2 2026

95 institutions reported FTHY in Q2 2026. MORGAN STANLEY leads at 23.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$47M3.4M0.00%Q2 2026 02

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$38M2.8M0.76%Q1 2026 03

KENNEDY INVESTMENT GROUP

CIK 0001978005

$16M1.2M5.46%Q2 2026 04

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$14M1.0M0.69%Q1 2026 05

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

CIK 0001238990

$13M967K0.66%Q2 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$9M691K0.00%Q2 2026 07

Atlas Wealth LLC

CIK 0001964106

$8M603K1.18%Q2 2026 08

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$8M589K0.01%Q2 2026 09

Penserra Capital Management LLC

CIK 0001593324

$8M575K0.09%Q1 2026 10

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

CIK 0001034546

$7M499K0.41%Q2 2026 11

LPL Financial LLC

CIK 0001403438

$5M366K0.00%Q2 2026 12

D.A. DAVIDSON & CO.

CIK 0001080107

$5M346K0.03%Q2 2026 13

Logan Stone Capital, LLC

CIK 0001535521

$3M231K0.80%Q4 2025 14

Aurora Private Wealth, Inc.

CIK 0001802132

$3M196K1.97%Q1 2026 15

Almitas Capital LLC

CIK 0001596468

$3M199K0.65%Q2 2026 16

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$2M176K0.01%Q1 2026 17

Oder Investment Management, LLC

CIK 0001845109

$2M149K1.37%Q2 2026 18

Integrated Wealth Concepts LLC

CIK 0001737109

$2M147K0.01%Q2 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M143K0.00%Q2 2026 20

Private Advisory Group LLC

CIK 0001632965

$2M138K0.10%Q2 2026

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