AI Holders Summary · Q1 2026

79 institutions reported JRS in Q1 2026. MORGAN STANLEY leads at 27.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$13M1.7M0.00%Q1 2026 02

Advisors Asset Management, Inc.

CIK 0001297376

$5M658K0.08%Q1 2026 03

Baird Financial Group, Inc.

CIK 0001648711

$5M625K0.01%Q1 2026 04

Kanen Wealth Management LLC

CIK 0001681614

$4M528K1.42%Q1 2026 05

Pathstone Holdings, LLC

CIK 0002011612

$3M418K0.01%Q1 2026 06

Private Advisor Group, LLC

CIK 0001567755

$3M399K0.01%Q1 2026 07

LPL Financial LLC

CIK 0001403438

$2M217K0.00%Q1 2026 08

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M208K0.00%Q1 2026 09

Cetera Investment Advisers

CIK 0001666741

$1M180K0.00%Q1 2026 10

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$1M158K0.01%Q1 2026 11

ROYAL BANK OF CANADA

CIK 0001000275

$1M153K0.00%Q1 2026 12

UBS Group AG

CIK 0001610520

$902K121K0.00%Q1 2026 13

Closed-End Fund Advisors, Inc.

CIK 0002103520

$814K109K0.83%Q1 2026 14

AMERIPRISE FINANCIAL INC

CIK 0000820027

$803K108K0.00%Q1 2026 15

Advisory Services Network, LLC

CIK 0001573876

$735K98K0.01%Q1 2026 16

OSAIC HOLDINGS, INC.

CIK 0001677044

$708K95K0.00%Q1 2026 17

Mutual Advisors, LLC

CIK 0001694080

$672K90K0.01%Q1 2026 18

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$502K67K0.00%Q1 2026 19

Everstar Asset Management, LLC

CIK 0002023744

$502K67K0.27%Q1 2026 20

NWF Advisory Services Inc.

CIK 0002045735

$429K58K0.05%Q1 2026

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