AI Holders Summary · Q2 2026

71 institutions reported HPI in Q2 2026. UBS Group AG leads at 17.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

UBS Group AG

CIK 0001610520

$11M654K0.00%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$10M595K0.00%Q2 2026 03

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$5M278K0.01%Q2 2026 04

ROYAL BANK OF CANADA

CIK 0001000275

$5M278K0.00%Q2 2026 05

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$4M260K0.03%Q2 2026 06

TSP Capital Management Group, LLC

CIK 0001317208

$3M203K0.79%Q2 2026 07

LPL Financial LLC

CIK 0001403438

$3M195K0.00%Q2 2026 08

Invesco Ltd.

CIK 0000914208

$3M180K0.00%Q2 2026 09

COHEN & STEERS, INC.

CIK 0001284812

$3M177K0.00%Q1 2026 10

J.W. COLE ADVISORS, INC.

CIK 0001404763

$2M152K0.04%Q2 2026 11

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M118K0.00%Q2 2026 12

Fiera Capital Corp

CIK 0001505817

$2M102K0.01%Q2 2026 13

Advisory Resource Group

CIK 0001764968

$2M100K0.24%Q2 2026 14

BANK OF AMERICA CORP /DE/

CIK 0000070858

$1M82K0.00%Q2 2026 15

Kestra Advisory Services, LLC

CIK 0001830819

$1M81K0.00%Q2 2026 16

Cetera Investment Advisers

CIK 0001666741

$844K52K0.00%Q2 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$840K52K0.00%Q2 2026 18

Private Advisor Group, LLC

CIK 0001567755

$702K43K0.00%Q2 2026 19

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$586K37K0.00%Q1 2026 20

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$541K33K0.00%Q2 2026

Page 1 of 4

51 more holders available. Log in →