AI Holders Summary · Q1 2026

41 institutions reported MCR in Q1 2026. MORGAN STANLEY leads at 49.2% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#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

Invesco Ltd.

CIK 0000914208

$3M490K0.00%Q1 2026 05

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M382K0.00%Q1 2026 06

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$2M309K0.09%Q1 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$1M210K0.00%Q1 2026 08

Pathstone Holdings, LLC

CIK 0002011612

$877K145K0.00%Q1 2026 09

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$712K117K0.00%Q1 2026 10

UBS Group AG

CIK 0001610520

$681K112K0.00%Q1 2026 11

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$676K112K0.00%Q1 2026 12

STIFEL FINANCIAL CORP

CIK 0000720672

$669K110K0.00%Q1 2026 13

NewEdge Advisors, LLC

CIK 0001633516

$659K109K0.00%Q1 2026 14

OSAIC HOLDINGS, INC.

CIK 0001677044

$520K86K0.00%Q1 2026 15

Janney Montgomery Scott LLC

CIK 0001329948

$449K74K0.00%Q1 2026 16

Logan Stone Capital, LLC

CIK 0001535521

$338K54K0.08%Q4 2025 17

Waverly Advisors, LLC

CIK 0001568787

$284K47K0.00%Q1 2026 18

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$248K41K0.00%Q1 2026 19

ROYAL BANK OF CANADA

CIK 0001000275

$194K32K0.00%Q1 2026 20

Bard Financial Services, Inc.

CIK 0001850858

$138K22K0.02%Q3 2025

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