AI Holders Summary · Q1 2026

111 institutions reported IQI in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 13.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$11M1.2M0.00%Q1 2026 02

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$11M1.1M0.08%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$7M761K0.00%Q1 2026 04

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$6M658K0.13%Q1 2026 05

LPL Financial LLC

CIK 0001403438

$6M576K0.00%Q1 2026 06

WELLS FARGO & COMPANY/MN

CIK 0000072971

$4M467K0.00%Q1 2026 07

Allianz Asset Management GmbH

CIK 0001535323

$4M462K0.00%Q1 2026 08

NewEdge Advisors, LLC

CIK 0001633516

$4M455K0.02%Q1 2026 09

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$4M368K0.11%Q2 2026 10

VAN ECK ASSOCIATES CORP

CIK 0000869178

$3M344K0.00%Q1 2026 11

Advisors Asset Management, Inc.

CIK 0001297376

$2M248K0.04%Q1 2026 12

ROYAL BANK OF CANADA

CIK 0001000275

$2M245K0.00%Q1 2026 13

UBS Group AG

CIK 0001610520

$2M225K0.00%Q1 2026 14

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$2M221K0.01%Q1 2026 15

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M203K0.00%Q1 2026 16

AMERIPRISE FINANCIAL INC

CIK 0000820027

$2M200K0.00%Q1 2026 17

STIFEL FINANCIAL CORP

CIK 0000720672

$2M199K0.00%Q1 2026 18

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$2M195K0.80%Q1 2026 19

Cetera Investment Advisers

CIK 0001666741

$1M145K0.00%Q1 2026 20

JFS WEALTH ADVISORS, LLC

CIK 0001568068

$1M145K0.08%Q1 2026

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