AI Holders Summary · Q1 2026

75 institutions reported IFN in Q1 2026. MORGAN STANLEY leads at 21.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$14M1.2M0.00%Q1 2026 02

Penserra Capital Management LLC

CIK 0001593324

$13M1.1M0.15%Q1 2026 03

Cetera Investment Advisers

CIK 0001666741

$7M624K0.01%Q1 2026 04

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

CIK 0001034546

$7M581K0.48%Q1 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M291K0.00%Q1 2026 06

LPL Financial LLC

CIK 0001403438

$3M268K0.00%Q1 2026 07

UBS Group AG

CIK 0001610520

$3M247K0.00%Q1 2026 08

STRS OHIO

CIK 0000820478

$3M240K0.01%Q1 2026 09

LAZARD ASSET MANAGEMENT LLC

CIK 0001207017

$2M208K0.00%Q1 2026 10

Janney Montgomery Scott LLC

CIK 0001329948

$2M193K0.01%Q1 2026 11

ROYAL BANK OF CANADA

CIK 0001000275

$2M136K0.00%Q1 2026 12

Logan Stone Capital, LLC

CIK 0001535521

$2M110K0.37%Q4 2025 13

Advocate Investing Services LLC

CIK 0002110509

$1M96K0.92%Q1 2026 14

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$1M89K0.00%Q1 2026 15

BANK OF AMERICA CORP /DE/

CIK 0000070858

$709K63K0.00%Q1 2026 16

EP Wealth Advisors, LLC

CIK 0001540569

$634K56K0.00%Q1 2026 17

WELLS FARGO & COMPANY/MN

CIK 0000072971

$590K52K0.00%Q1 2026 18

Focus Partners Wealth

CIK 0001542153

$571K42K0.00%Q4 2025 19

SCHNIEDERS CAPITAL MANAGEMENT LLC

CIK 0001603937

$540K33K0.09%Q2 2025 20

Robertson Stephens Wealth Management, LLC

CIK 0001767307

$538K48K0.02%Q1 2026

Page 1 of 4

55 more holders available. Log in →