AI Holders Summary · Q1 2026

69 institutions reported MCR in Q1 2026. MORGAN STANLEY leads at 46.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$47M7.7M0.00%Q1 2026 02

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$25M4.1M0.50%Q1 2026 03

Allspring Global Investments Holdings, LLC

CIK 0001890906

$8M1.4M0.01%Q1 2026 04

Shaker Financial Services, LLC

CIK 0001511794

$3M534K1.13%Q1 2026 05

Invesco Ltd.

CIK 0000914208

$3M490K0.00%Q1 2026 06

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M382K0.00%Q1 2026 07

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$2M309K0.09%Q1 2026 08

WELLS FARGO & COMPANY/MN

CIK 0000072971

$1M210K0.00%Q1 2026 09

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$1M207K0.03%Q1 2026 10

Pathstone Holdings, LLC

CIK 0002011612

$877K145K0.00%Q1 2026 11

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$824K136K0.00%Q1 2026 12

Kestra Advisory Services, LLC

CIK 0001830819

$779K128K0.00%Q1 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$712K117K0.00%Q1 2026 14

UBS Group AG

CIK 0001610520

$681K112K0.00%Q1 2026 15

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$676K112K0.00%Q1 2026 16

STIFEL FINANCIAL CORP

CIK 0000720672

$669K110K0.00%Q1 2026 17

NewEdge Advisors, LLC

CIK 0001633516

$659K109K0.00%Q1 2026 18

ASHTON THOMAS SECURITIES, LLC

CIK 0000771572

$586K97K0.07%Q1 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$520K86K0.00%Q1 2026 20

HighTower Advisors, LLC

CIK 0001462245

$475K78K0.00%Q1 2026

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