AI Holders Summary · Q2 2026

134 institutions reported HQH in Q2 2026. MORGAN STANLEY leads at 41.7% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$98M4.5M0.01%Q2 2026 02

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$27M1.2M0.01%Q2 2026 03

Penserra Capital Management LLC

CIK 0001593324

$20M1.1M0.24%Q1 2026 04

LPL Financial LLC

CIK 0001403438

$13M583K0.00%Q2 2026 05

ROYAL BANK OF CANADA

CIK 0001000275

$12M525K0.00%Q2 2026 06

Advisors Asset Management, Inc.

CIK 0001297376

$10M577K0.17%Q1 2026 07

AMERIPRISE FINANCIAL INC

CIK 0000820027

$10M466K0.00%Q2 2026 08

NEEDHAM INVESTMENT MANAGEMENT LLC

CIK 0001167212

$6M292K0.35%Q4 2025 09

Z3 Capital Partners, LLC

CIK 0002127787

$5M230K1.06%Q2 2026 10

BANK OF AMERICA CORP /DE/

CIK 0000070858

$5M226K0.00%Q2 2026 11

Janney Montgomery Scott LLC

CIK 0001329948

$4M205K0.01%Q1 2026 12

NewEdge Advisors, LLC

CIK 0001633516

$4M165K0.01%Q2 2026 13

Samalin Investment Counsel, LLC

CIK 0001544366

$3M155K1.06%Q2 2026 14

UBS Group AG

CIK 0001610520

$3M133K0.00%Q2 2026 15

Kestra Advisory Services, LLC

CIK 0001830819

$3M132K0.01%Q2 2026 16

OSAIC HOLDINGS, INC.

CIK 0001677044

$3M132K0.00%Q2 2026 17

Invesco Ltd.

CIK 0000914208

$3M122K0.00%Q2 2026 18

OPPENHEIMER & CO INC

CIK 0000822581

$3M116K0.03%Q2 2026 19

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$3M115K0.00%Q2 2026 20

Smith Asset Management Co., LLC

CIK 0002068217

$2M113K1.95%Q2 2026

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