AI Holders Summary · Q2 2026

103 institutions reported IIM in Q2 2026. Hennion & Walsh Asset Management, Inc. leads at 16.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$15M1.2M0.42%Q2 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$15M1.2M0.00%Q1 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$13M1.0M0.10%Q1 2026 04

MORGAN STANLEY

CIK 0000895421

$8M682K0.00%Q1 2026 05

WELLS FARGO & COMPANY/MN

CIK 0000072971

$7M598K0.00%Q1 2026 06

UBS Group AG

CIK 0001610520

$7M589K0.00%Q1 2026 07

VAN ECK ASSOCIATES CORP

CIK 0000869178

$3M262K0.00%Q1 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M260K0.00%Q1 2026 09

Wagner Wealth Management, LLC

CIK 0001728657

$3M256K0.63%Q1 2026 10

Arkadios Wealth Advisors

CIK 0001800798

$3M234K0.05%Q1 2026 11

LPL Financial LLC

CIK 0001403438

$2M186K0.00%Q1 2026 12

Cetera Investment Advisers

CIK 0001666741

$2M170K0.00%Q1 2026 13

HUB Investment Partners, LLC

CIK 0001841815

$2M170K0.05%Q1 2026 14

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M165K0.00%Q1 2026 15

NewEdge Advisors, LLC

CIK 0001633516

$1M109K0.00%Q1 2026 16

STIFEL FINANCIAL CORP

CIK 0000720672

$1M106K0.00%Q1 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M95K0.00%Q1 2026 18

Rockefeller Capital Management L.P.

CIK 0001739439

$1M92K0.00%Q1 2026 19

Whipplewood Advisors, LLC

CIK 0002052510

$996K82K0.52%Q1 2026 20

D.A. DAVIDSON & CO.

CIK 0001080107

$882K73K0.01%Q1 2026

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