AI Holders Summary · Q1 2026

346 institutions reported JPC in Q1 2026. MORGAN STANLEY leads at 12.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$41M5.4M0.00%Q1 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$36M4.8M0.00%Q1 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$35M4.6M0.01%Q1 2026 04

UBS Group AG

CIK 0001610520

$33M4.4M0.01%Q1 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$31M4.1M0.01%Q1 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$22M2.9M0.00%Q1 2026 07

Invesco Ltd.

CIK 0000914208

$19M2.6M0.00%Q1 2026 08

LPL Financial LLC

CIK 0001403438

$17M2.3M0.00%Q1 2026 09

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$14M1.9M0.11%Q1 2026 10

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$12M1.5M0.02%Q1 2026 11

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$9M1.2M0.01%Q1 2026 12

OSAIC HOLDINGS, INC.

CIK 0001677044

$9M1.2M0.01%Q1 2026 13

Cerity Partners LLC

CIK 0001566475

$9M1.2M0.01%Q1 2026 14

Janney Montgomery Scott LLC

CIK 0001329948

$8M1.1M0.02%Q1 2026 15

GREATMARK INVESTMENT PARTNERS, INC.

CIK 0001540944

$8M974K0.85%Q2 2026 16

MGO ONE SEVEN LLC

CIK 0001731444

$7M983K0.15%Q1 2026 17

Smith Asset Management Co., LLC

CIK 0002068217

$7M891K5.52%Q2 2026 18

TRUIST FINANCIAL CORP

CIK 0000092230

$7M888K0.01%Q1 2026 19

Cetera Investment Advisers

CIK 0001666741

$6M803K0.01%Q1 2026 20

AMERIPRISE FINANCIAL INC

CIK 0000820027

$6M795K0.00%Q1 2026

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