AI Holders Summary · Q1 2026

102 institutions reported HTD in Q1 2026. UBS Group AG leads at 15.2% 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

UBS Group AG

CIK 0001610520

$19M776K0.00%Q1 2026 02

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$12M493K0.02%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$12M482K0.00%Q1 2026 04

Invesco Ltd.

CIK 0000914208

$12M470K0.00%Q1 2026 05

LPL Financial LLC

CIK 0001403438

$10M375K0.00%Q2 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$8M341K0.00%Q1 2026 07

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$8M326K0.06%Q1 2026 08

WELLS FARGO & COMPANY/MN

CIK 0000072971

$8M315K0.00%Q1 2026 09

BANK OF AMERICA CORP /DE/

CIK 0000070858

$7M263K0.00%Q1 2026 10

Cetera Investment Advisers

CIK 0001666741

$6M224K0.01%Q1 2026 11

ROYAL BANK OF CANADA

CIK 0001000275

$5M182K0.00%Q1 2026 12

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$4M152K0.00%Q1 2026 13

STIFEL FINANCIAL CORP

CIK 0000720672

$3M127K0.00%Q1 2026 14

OSAIC HOLDINGS, INC.

CIK 0001677044

$3M117K0.00%Q1 2026 15

Live Oak Private Wealth LLC

CIK 0001799877

$3M103K0.33%Q2 2026 16

Janney Montgomery Scott LLC

CIK 0001329948

$2M91K0.01%Q1 2026 17

CENTRAL TRUST Co

CIK 0000044365

$2M83K0.04%Q2 2026 18

Indivisible Partners

CIK 0002098400

$2M59K0.09%Q2 2026 19

WELCH & FORBES LLC

CIK 0000105495

$1M50K0.02%Q2 2026 20

Sanctuary Advisors, LLC

CIK 0001777271

$1M51K0.01%Q1 2026

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