AI Holders Summary · Q2 2026

121 institutions reported HIO in Q2 2026. MORGAN STANLEY leads at 40.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$43M11.8M0.00%Q2 2026 02

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$10M2.8M0.21%Q1 2026 03

Capital Investment Advisors, LLC

CIK 0001582732

$8M2.3M0.11%Q2 2026 04

Penserra Capital Management LLC

CIK 0001593324

$6M1.6M0.07%Q1 2026 05

Invesco Ltd.

CIK 0000914208

$5M1.3M0.00%Q2 2026 06

FCA CORP /TX

CIK 0001166402

$5M1.3M1.14%Q2 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$4M1.0M0.00%Q2 2026 08

Rareview Capital LLC

CIK 0002044533

$4M904K2.01%Q2 2026 09

LPL Financial LLC

CIK 0001403438

$4M970K0.00%Q2 2026 10

Shaker Financial Services, LLC

CIK 0001511794

$2M642K0.73%Q2 2026 11

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M637K0.00%Q2 2026 12

UBS Group AG

CIK 0001610520

$2M561K0.00%Q2 2026 13

THRIVENT FINANCIAL FOR LUTHERANS

CIK 0000314984

$2M549K0.00%Q1 2026 14

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$2M531K0.00%Q2 2026 15

Kanen Wealth Management LLC

CIK 0001681614

$2M490K0.43%Q2 2026 16

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$2M477K0.07%Q4 2025 17

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$1M378K0.01%Q2 2026 18

ABSOLUTE INVESTMENT ADVISERS, LLC

CIK 0001316187

$1M372K0.13%Q2 2026 19

Chicago Partners Investment Group LLC

CIK 0001563525

$1M334K0.02%Q2 2026 20

BANK OF AMERICA CORP /DE/

CIK 0000070858

$1M305K0.00%Q2 2026

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