AI Holders Summary · Q2 2026

135 institutions reported MMT in Q2 2026. MORGAN STANLEY leads at 44.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$56M12.8M0.00%Q2 2026 02

Allspring Global Investments Holdings, LLC

CIK 0001890906

$25M5.7M0.04%Q2 2026 03

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$6M1.3M0.00%Q2 2026 04

Advisors Asset Management, Inc.

CIK 0001297376

$4M884K0.07%Q1 2026 05

Focus Partners Wealth

CIK 0001542153

$4M905K0.00%Q2 2026 06

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$4M815K0.08%Q1 2026 07

1607 Capital Partners, LLC

CIK 0001436866

$3M730K0.24%Q1 2026 08

Shaker Financial Services, LLC

CIK 0001511794

$3M747K1.03%Q2 2026 09

Invesco Ltd.

CIK 0000914208

$3M663K0.00%Q2 2026 10

LPL Financial LLC

CIK 0001403438

$3M611K0.00%Q2 2026 11

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M549K0.00%Q2 2026 12

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M369K0.00%Q2 2026 13

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$2M337K0.08%Q1 2026 14

COHEN & STEERS, INC.

CIK 0001284812

$2M330K0.00%Q1 2026 15

WELLS FARGO & COMPANY/MN

CIK 0000072971

$1M287K0.00%Q2 2026 16

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$1M280K0.03%Q2 2026 17

STIFEL FINANCIAL CORP

CIK 0000720672

$1M277K0.00%Q2 2026 18

Pathstone Holdings, LLC

CIK 0002011612

$1M275K0.00%Q2 2026 19

UBS Group AG

CIK 0001610520

$1M254K0.00%Q2 2026 20

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$1M236K0.00%Q2 2026

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