AI Holders Summary · Q1 2026

76 institutions reported ISD in Q1 2026. Stolper Co leads at 12.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Stolper Co

CIK 0001808195⚠ data anomaly

$12M128K3.28%Q1 2026 02

SteelPeak Wealth, LLC

CIK 0001801868

$11M804K0.27%Q2 2026 03

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$10M763K0.01%Q2 2026 04

BANK OF AMERICA CORP /DE/

CIK 0000070858

$7M561K0.00%Q2 2026 05

COHEN & STEERS, INC.

CIK 0001284812

$6M486K0.01%Q1 2026 06

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$6M485K0.04%Q2 2026 07

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$6M452K0.00%Q2 2026 08

MORGAN STANLEY

CIK 0000895421

$5M411K0.00%Q2 2026 09

WELLS FARGO & COMPANY/MN

CIK 0000072971

$5M367K0.00%Q2 2026 10

Invesco Ltd.

CIK 0000914208

$4M325K0.00%Q2 2026 11

AMERIPRISE FINANCIAL INC

CIK 0000820027

$3M256K0.00%Q2 2026 12

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$3M209K0.00%Q2 2026 13

Capital Investment Advisors, LLC

CIK 0001582732

$2M182K0.03%Q2 2026 14

Cetera Investment Advisers

CIK 0001666741

$2M177K0.00%Q2 2026 15

ROYAL BANK OF CANADA

CIK 0001000275

$2M172K0.00%Q2 2026 16

Shaker Financial Services, LLC

CIK 0001511794

$2M161K0.66%Q2 2026 17

LPL Financial LLC

CIK 0001403438

$2M152K0.00%Q2 2026 18

THRIVENT FINANCIAL FOR LUTHERANS

CIK 0000314984

$2M147K0.00%Q1 2026 19

BROWN ADVISORY INC

CIK 0001345929

$2M114K0.00%Q4 2025 20

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

CIK 0001536186

$2M117K0.10%Q2 2026

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