AI Holders Summary · Q1 2026

136 institutions reported HQH in Q1 2026. MORGAN STANLEY leads at 40.8% 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

$81M4.5M0.00%Q1 2026 02

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$21M1.2M0.01%Q1 2026 03

Penserra Capital Management LLC

CIK 0001593324

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

Advisors Asset Management, Inc.

CIK 0001297376

$10M577K0.17%Q1 2026 05

LPL Financial LLC

CIK 0001403438

$10M552K0.00%Q1 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$9M520K0.00%Q1 2026 07

AMERIPRISE FINANCIAL INC

CIK 0000820027

$8M467K0.00%Q1 2026 08

NEEDHAM INVESTMENT MANAGEMENT LLC

CIK 0001167212

$6M292K0.35%Q4 2025 09

Z3 Capital Partners, LLC

CIK 0002127787

$4M227K1.02%Q1 2026 10

BANK OF AMERICA CORP /DE/

CIK 0000070858

$4M226K0.00%Q1 2026 11

Janney Montgomery Scott LLC

CIK 0001329948

$4M205K0.01%Q1 2026 12

NewEdge Advisors, LLC

CIK 0001633516

$3M152K0.01%Q1 2026 13

OPPENHEIMER & CO INC

CIK 0000822581

$2M130K0.04%Q4 2025 14

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M130K0.00%Q1 2026 15

UBS Group AG

CIK 0001610520

$2M129K0.00%Q1 2026 16

Kestra Advisory Services, LLC

CIK 0001830819

$2M128K0.01%Q1 2026 17

Samalin Investment Counsel, LLC

CIK 0001544366

$2M126K0.79%Q1 2026 18

Smith Asset Management Co., LLC

CIK 0002068217

$2M115K1.76%Q1 2026 19

Invesco Ltd.

CIK 0000914208

$2M113K0.00%Q1 2026 20

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$2M106K0.00%Q1 2026

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