AI Holders Summary · Q2 2026

81 institutions reported HIX in Q2 2026. UBS Group AG leads at 23.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

UBS Group AG

CIK 0001610520

$14M3.6M0.00%Q2 2026 02

Penserra Capital Management LLC

CIK 0001593324

$10M2.5M0.11%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$6M1.5M0.00%Q2 2026 04

WELLS FARGO & COMPANY/MN

CIK 0000072971

$5M1.4M0.00%Q2 2026 05

Invesco Ltd.

CIK 0000914208

$4M942K0.00%Q2 2026 06

Rockefeller Capital Management L.P.

CIK 0001739439

$3M773K0.00%Q2 2026 07

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$3M697K0.02%Q2 2026 08

GraniteShares Advisors LLC

CIK 0001839545

$3M685K1.75%Q2 2026 09

OSAIC HOLDINGS, INC.

CIK 0001677044

$3M655K0.00%Q2 2026 10

AMERIPRISE FINANCIAL INC

CIK 0000820027

$2M575K0.00%Q2 2026 11

NWF Advisory Services Inc.

CIK 0002045735

$2M421K0.16%Q2 2026 12

Shaker Financial Services, LLC

CIK 0001511794

$2M393K0.49%Q2 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$753K190K0.00%Q2 2026 14

OPPENHEIMER & CO INC

CIK 0000822581

$688K174K0.01%Q2 2026 15

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$585K148K0.26%Q2 2026 16

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$511K129K0.00%Q2 2026 17

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$501K126K0.27%Q2 2026 18

LPL Financial LLC

CIK 0001403438

$411K104K0.00%Q2 2026 19

World Investment Advisors

CIK 0001652594

$400K101K0.01%Q1 2026 20

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$318K80K0.01%Q1 2026

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