AI Holders Summary · Q1 2026

73 institutions reported ISD in Q1 2026. Stolper Co leads at 12.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Stolper Co

CIK 0001808195

$12M128K3.28%Q1 2026 02

SteelPeak Wealth, LLC

CIK 0001801868

$10M795K0.32%Q1 2026 03

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$10M788K0.01%Q1 2026 04

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$7M530K0.05%Q1 2026 05

BANK OF AMERICA CORP /DE/

CIK 0000070858

$7M503K0.00%Q1 2026 06

COHEN & STEERS, INC.

CIK 0001284812

$6M486K0.01%Q1 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$6M476K0.00%Q1 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$6M474K0.00%Q1 2026 09

MORGAN STANLEY

CIK 0000895421

$5M400K0.00%Q1 2026 10

AMERIPRISE FINANCIAL INC

CIK 0000820027

$3M260K0.00%Q1 2026 11

Invesco Ltd.

CIK 0000914208

$3M240K0.00%Q1 2026 12

ROYAL BANK OF CANADA

CIK 0001000275

$3M212K0.00%Q1 2026 13

Capital Investment Advisors, LLC

CIK 0001582732

$3M205K0.04%Q1 2026 14

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$2M179K0.00%Q1 2026 15

Cetera Investment Advisers

CIK 0001666741

$2M171K0.00%Q1 2026 16

Private Advisor Group, LLC

CIK 0001567755

$2M150K0.01%Q1 2026 17

THRIVENT FINANCIAL FOR LUTHERANS

CIK 0000314984

$2M147K0.00%Q1 2026 18

LPL Financial LLC

CIK 0001403438

$2M145K0.00%Q1 2026 19

BROWN ADVISORY INC

CIK 0001345929

$2M114K0.00%Q4 2025 20

UBS Group AG

CIK 0001610520

$1M105K0.00%Q1 2026

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