AI Holders Summary · Q2 2026

86 institutions reported LDP in Q2 2026. MORGAN STANLEY leads at 28.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$44M2.1M0.00%Q2 2026 02

UBS Group AG

CIK 0001610520

$29M1.4M0.00%Q2 2026 03

Invesco Ltd.

CIK 0000914208

$10M467K0.00%Q2 2026 04

Chicago Partners Investment Group LLC

CIK 0001563525

$10M469K0.19%Q2 2026 05

Sanctuary Advisors, LLC

CIK 0001777271

$6M295K0.03%Q2 2026 06

Glaxis Capital Management, LLC

CIK 0001542161

$6M270K11.48%Q2 2026 07

Atria Investments, Inc

CIK 0001535865

$5M246K0.05%Q2 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$5M237K0.00%Q2 2026 09

ROYAL BANK OF CANADA

CIK 0001000275

$5M226K0.00%Q2 2026 10

BANK OF AMERICA CORP /DE/

CIK 0000070858

$4M170K0.00%Q2 2026 11

GREATMARK INVESTMENT PARTNERS, INC.

CIK 0001540944

$4M168K0.39%Q2 2026 12

SYNOVUS FINANCIAL CORP

CIK 0000018349

$4M164K0.04%Q3 2025 13

Pinnacle Financial Partners, Inc.

CIK 0002082866

$4M168K0.02%Q2 2026 14

LPL Financial LLC

CIK 0001403438

$3M157K0.00%Q2 2026 15

WELLS FARGO & COMPANY/MN

CIK 0000072971

$3M153K0.00%Q2 2026 16

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$3M148K0.00%Q2 2026 17

Rareview Capital LLC

CIK 0002044533

$3M146K1.71%Q2 2026 18

Baird Financial Group, Inc.

CIK 0001648711

$3M144K0.00%Q2 2026 19

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$3M138K0.89%Q2 2026 20

NewEdge Wealth, LLC

CIK 0001861796

$2M117K0.02%Q2 2026

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