AI Holders Summary · Q2 2026

297 institutions reported NAD in Q2 2026. MORGAN STANLEY leads at 19.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$81M6.7M0.00%Q2 2026 02

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$44M3.6M0.28%Q2 2026 03

UBS Group AG

CIK 0001610520

$38M3.1M0.00%Q2 2026 04

WELLS FARGO & COMPANY/MN

CIK 0000072971

$34M2.8M0.01%Q2 2026 05

BANK OF AMERICA CORP /DE/

CIK 0000070858

$28M2.3M0.00%Q2 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$25M2.1M0.01%Q2 2026 07

AMERIPRISE FINANCIAL INC

CIK 0000820027

$17M1.4M0.00%Q2 2026 08

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$17M1.6M0.49%Q3 2026 09

McGowan Group Asset Management, Inc.

CIK 0001633227

$17M1.4M2.01%Q2 2026 10

VAN ECK ASSOCIATES CORP

CIK 0000869178

$16M1.3M0.01%Q2 2026 11

LPL Financial LLC

CIK 0001403438

$15M1.3M0.00%Q2 2026 12

ROYAL BANK OF CANADA

CIK 0001000275

$12M991K0.00%Q2 2026 13

Cornerstone Advisory, LLC

CIK 0001668189

$10M814K0.82%Q2 2026 14

STIFEL FINANCIAL CORP

CIK 0000720672

$9M757K0.01%Q2 2026 15

Eagle Bluffs Wealth Management LLC

CIK 0001906547

$9M751K3.06%Q2 2026 16

Cetera Investment Advisers

CIK 0001666741

$9M742K0.01%Q2 2026 17

Palogic Value Management, L.P.

CIK 0001532943

$9M701K1.39%Q2 2026 18

GFS Advisors, LLC

CIK 0001427263

$8M527K0.40%Q2 2026 19

Melone Private Wealth, LLC

CIK 0001905765

$7M667K2.65%Q3 2026 20

Congress Park Capital LLC

CIK 0001730945

$7M661K1.76%Q3 2026

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