AI Holders Summary · Q2 2026

79 institutions reported JRS in Q2 2026. MORGAN STANLEY leads at 27.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$15M1.8M0.00%Q2 2026 02

Kanen Wealth Management LLC

CIK 0001681614

$6M736K1.52%Q2 2026 03

Baird Financial Group, Inc.

CIK 0001648711

$6M681K0.01%Q2 2026 04

Advisors Asset Management, Inc.

CIK 0001297376

$5M658K0.08%Q1 2026 05

Pathstone Holdings, LLC

CIK 0002011612

$4M483K0.01%Q2 2026 06

Private Advisor Group, LLC

CIK 0001567755

$3M409K0.02%Q2 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$3M340K0.00%Q2 2026 08

LPL Financial LLC

CIK 0001403438

$2M228K0.00%Q2 2026 09

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$1M175K0.01%Q2 2026 10

ROYAL BANK OF CANADA

CIK 0001000275

$1M142K0.00%Q2 2026 11

Cetera Investment Advisers

CIK 0001666741

$1M132K0.00%Q2 2026 12

UBS Group AG

CIK 0001610520

$987K117K0.00%Q2 2026 13

Closed-End Fund Advisors, Inc.

CIK 0002103520

$983K117K0.96%Q2 2026 14

OSAIC HOLDINGS, INC.

CIK 0001677044

$891K106K0.00%Q2 2026 15

Advisory Services Network, LLC

CIK 0001573876

$830K98K0.01%Q2 2026 16

Mutual Advisors, LLC

CIK 0001694080

$672K90K0.01%Q1 2026 17

AMERIPRISE FINANCIAL INC

CIK 0000820027

$628K74K0.00%Q2 2026 18

Everstar Asset Management, LLC

CIK 0002023744

$567K67K0.27%Q2 2026 19

NWF Advisory Services Inc.

CIK 0002045735

$503K60K0.05%Q2 2026 20

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$482K57K0.00%Q2 2026

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