AI Holders Summary · Q1 2026

87 institutions reported LDP in Q1 2026. MORGAN STANLEY leads at 28.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$41M2.0M0.00%Q1 2026 02

UBS Group AG

CIK 0001610520

$28M1.4M0.00%Q1 2026 03

Chicago Partners Investment Group LLC

CIK 0001563525

$9M438K0.20%Q1 2026 04

Invesco Ltd.

CIK 0000914208

$9M448K0.00%Q1 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$7M365K0.00%Q1 2026 06

Glaxis Capital Management, LLC

CIK 0001542161

$5M262K6.54%Q1 2026 07

ROYAL BANK OF CANADA

CIK 0001000275

$4M222K0.00%Q1 2026 08

NewEdge Wealth, LLC

CIK 0001861796

$4M195K0.05%Q1 2026 09

GREATMARK INVESTMENT PARTNERS, INC.

CIK 0001540944

$4M168K0.39%Q2 2026 10

SYNOVUS FINANCIAL CORP

CIK 0000018349

$4M164K0.04%Q3 2025 11

BANK OF AMERICA CORP /DE/

CIK 0000070858

$4M177K0.00%Q1 2026 12

Pinnacle Financial Partners, Inc.

CIK 0002082866

$3M167K0.03%Q1 2026 13

Rareview Capital LLC

CIK 0002044533

$3M146K1.71%Q2 2026 14

LPL Financial LLC

CIK 0001403438

$3M152K0.00%Q1 2026 15

Baird Financial Group, Inc.

CIK 0001648711

$3M145K0.00%Q1 2026 16

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$3M137K0.00%Q1 2026 17

Sanctuary Advisors, LLC

CIK 0001777271

$2M121K0.01%Q1 2026 18

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$2M104K0.70%Q1 2026 19

Advisors Asset Management, Inc.

CIK 0001297376

$2M83K0.03%Q1 2026 20

Platt Wealth Management LLC

CIK 0002109497

$1M75K1.46%Q1 2026

Page 1 of 5

67 more holders available. Log in →