AI Holders Summary · Q2 2026

43 institutions reported IGA in Q2 2026. GUGGENHEIM CAPITAL LLC leads at 21.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$8M772K0.05%Q2 2026 02

Advisors Asset Management, Inc.

CIK 0001297376

$7M777K0.12%Q1 2026 03

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M352K0.00%Q2 2026 04

Invesco Ltd.

CIK 0000914208

$3M303K0.00%Q2 2026 05

Marks Group Wealth Management, Inc

CIK 0001802473

$3M262K0.23%Q3 2026 06

LPL Financial LLC

CIK 0001403438

$1M148K0.00%Q3 2026 07

MORGAN STANLEY

CIK 0000895421

$1M148K0.00%Q2 2026 08

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M110K0.00%Q2 2026 09

Integrated Wealth Concepts LLC

CIK 0001737109

$1M105K0.01%Q2 2026 10

ROYAL BANK OF CANADA

CIK 0001000275

$928K94K0.00%Q2 2026 11

UBS Group AG

CIK 0001610520

$924K93K0.00%Q2 2026 12

Kovack Advisors, Inc.

CIK 0001728321

$854K87K0.04%Q2 2026 13

Baird Financial Group, Inc.

CIK 0001648711

$787K79K0.00%Q2 2026 14

Cetera Investment Advisers

CIK 0001666741

$574K58K0.00%Q2 2026 15

WELLS FARGO & COMPANY/MN

CIK 0000072971

$486K49K0.00%Q2 2026 16

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

CIK 0000319933

$453K46K0.06%Q2 2025 17

UHLMANN PRICE SECURITIES, LLC

CIK 0001035344

$411K41K0.02%Q3 2026 18

Shaker Financial Services, LLC

CIK 0001511794

$406K41K0.13%Q3 2026 19

Round Rock Advisors, LLC

CIK 0001846991

$388K39K0.05%Q2 2026 20

Closed-End Fund Advisors, Inc.

CIK 0002103520

$373K37K0.39%Q3 2026

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