AI Holders Summary · Q2 2026

97 institutions reported IIM in Q2 2026. Hennion & Walsh Asset Management, Inc. leads at 16.4% 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

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$13M987K0.08%Q2 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$9M713K0.00%Q2 2026 04

MORGAN STANLEY

CIK 0000895421

$9M692K0.00%Q2 2026 05

UBS Group AG

CIK 0001610520

$8M590K0.00%Q2 2026 06

WELLS FARGO & COMPANY/MN

CIK 0000072971

$7M572K0.00%Q2 2026 07

Wagner Wealth Management, LLC

CIK 0001728657

$4M342K0.81%Q2 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M318K0.00%Q2 2026 09

VAN ECK ASSOCIATES CORP

CIK 0000869178

$3M269K0.00%Q2 2026 10

LPL Financial LLC

CIK 0001403438

$3M219K0.00%Q2 2026 11

Cetera Investment Advisers

CIK 0001666741

$3M200K0.00%Q2 2026 12

HUB Investment Partners, LLC

CIK 0001841815

$2M170K0.04%Q2 2026 13

Rockefeller Capital Management L.P.

CIK 0001739439

$2M164K0.00%Q2 2026 14

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M156K0.00%Q2 2026 15

NewEdge Advisors, LLC

CIK 0001633516

$1M118K0.00%Q2 2026 16

STIFEL FINANCIAL CORP

CIK 0000720672

$1M108K0.00%Q2 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M100K0.00%Q2 2026 18

Whipplewood Advisors, LLC

CIK 0002052510

$1M81K0.69%Q2 2026 19

AMERIPRISE FINANCIAL INC

CIK 0000820027

$929K72K0.00%Q2 2026 20

D.A. DAVIDSON & CO.

CIK 0001080107

$898K71K0.01%Q2 2026

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