AI Holders Summary · Q2 2026

106 institutions reported IQI in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 13.5% 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

$12M1.2M0.00%Q2 2026 02

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$11M1.1M0.07%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$10M944K0.00%Q2 2026 04

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$6M658K0.13%Q1 2026 05

LPL Financial LLC

CIK 0001403438

$6M595K0.00%Q2 2026 06

NewEdge Advisors, LLC

CIK 0001633516

$6M561K0.02%Q2 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$5M489K0.00%Q2 2026 08

Allianz Asset Management GmbH

CIK 0001535323

$5M462K0.00%Q2 2026 09

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$4M368K0.11%Q2 2026 10

VAN ECK ASSOCIATES CORP

CIK 0000869178

$4M351K0.00%Q2 2026 11

UBS Group AG

CIK 0001610520

$2M236K0.00%Q2 2026 12

Advisors Asset Management, Inc.

CIK 0001297376

$2M248K0.04%Q1 2026 13

ROYAL BANK OF CANADA

CIK 0001000275

$2M234K0.00%Q2 2026 14

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$2M221K0.01%Q1 2026 15

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M206K0.00%Q2 2026 16

STIFEL FINANCIAL CORP

CIK 0000720672

$2M198K0.00%Q2 2026 17

IFP Advisors, Inc

CIK 0001641866

$2M183K0.03%Q2 2026 18

Cetera Investment Advisers

CIK 0001666741

$2M153K0.00%Q2 2026 19

JFS WEALTH ADVISORS, LLC

CIK 0001568068

$1M145K0.07%Q2 2026 20

AMERIPRISE FINANCIAL INC

CIK 0000820027

$1M141K0.00%Q2 2026

Page 1 of 6

86 more holders available. Log in →