AI Holders Summary · Q1 2026

91 institutions reported HQL in Q1 2026. MORGAN STANLEY leads at 21.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$26M1.6M0.00%Q1 2026 02

Saba Capital Management, L.P.

CIK 0001510281

$15M947K0.43%Q1 2026 03

Penserra Capital Management LLC

CIK 0001593324

$13M807K0.15%Q1 2026 04

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$11M661K0.00%Q1 2026 05

LPL Financial LLC

CIK 0001403438

$8M479K0.00%Q1 2026 06

NEEDHAM INVESTMENT MANAGEMENT LLC

CIK 0001167212

$7M403K0.43%Q4 2025 07

FLAGSHIP HARBOR ADVISORS, LLC

CIK 0001691766

$6M383K0.27%Q1 2026 08

Allspring Global Investments Holdings, LLC

CIK 0001890906

$6M363K0.01%Q1 2026 09

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$3M199K0.16%Q1 2026 10

AMERIPRISE FINANCIAL INC

CIK 0000820027

$3M192K0.00%Q1 2026 11

180 WEALTH ADVISORS, LLC

CIK 0001730817

$3M153K0.31%Q2 2026 12

Formidable Asset Management, LLC

CIK 0001592613

$3M158K0.41%Q1 2026 13

Advisors Asset Management, Inc.

CIK 0001297376

$3M160K0.04%Q1 2026 14

ROYAL BANK OF CANADA

CIK 0001000275

$2M121K0.00%Q1 2026 15

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M116K0.00%Q1 2026 16

1607 Capital Partners, LLC

CIK 0001436866

$2M104K0.12%Q1 2026 17

Janney Montgomery Scott LLC

CIK 0001329948

$1M92K0.00%Q1 2026 18

World Investment Advisors

CIK 0001652594

$1M91K0.02%Q1 2026 19

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$1M88K0.21%Q1 2026 20

UHLMANN PRICE SECURITIES, LLC

CIK 0001035344

$1M78K0.09%Q1 2026

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