AI Holders Summary · Q2 2026

130 institutions reported IGR in Q2 2026. MORGAN STANLEY leads at 25.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$45M9.8M0.00%Q2 2026 02

UBS Group AG

CIK 0001610520

$23M5.0M0.00%Q2 2026 03

Vinva Investment Management Ltd

CIK 0001968109

$20M143K0.13%Q2 2026 04

Penserra Capital Management LLC

CIK 0001593324

$18M4.1M0.21%Q1 2026 05

WELLS FARGO & COMPANY/MN

CIK 0000072971

$12M2.7M0.00%Q2 2026 06

FLAGSHIP HARBOR ADVISORS, LLC

CIK 0001691766

$11M2.3M0.41%Q2 2026 07

BANK OF AMERICA CORP /DE/

CIK 0000070858

$10M2.1M0.00%Q2 2026 08

AMERIPRISE FINANCIAL INC

CIK 0000820027

$6M1.3M0.00%Q2 2026 09

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$6M1.4M0.24%Q4 2025 10

LPL Financial LLC

CIK 0001403438

$5M1.2M0.00%Q2 2026 11

ROYAL BANK OF CANADA

CIK 0001000275

$4M927K0.00%Q2 2026 12

Sanctuary Advisors, LLC

CIK 0001777271

$4M820K0.02%Q2 2026 13

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M431K0.00%Q2 2026 14

J.W. COLE ADVISORS, INC.

CIK 0001404763

$2M424K0.03%Q2 2026 15

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

CIK 0001794153

$2M367K0.32%Q2 2026 16

WealthTrust Axiom LLC

CIK 0001425949

$2M343K0.35%Q2 2026 17

ROMAN BUTLER FULLERTON & CO

CIK 0000733444

$1M283K0.31%Q2 2026 18

Cooper Financial Group

CIK 0001751581

$1M266K0.10%Q2 2026 19

Tennessee Valley Asset Management Partners

CIK 0001826790

$1M261K0.13%Q2 2026 20

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$1M260K0.00%Q2 2026

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