AI Holders Summary · Q2 2026

38 institutions reported NAZ in Q2 2026. MORGAN STANLEY leads at 14.3% 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

$2M198K0.00%Q2 2026 02

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M195K0.00%Q2 2026 03

LPL Financial LLC

CIK 0001403438

$2M188K0.00%Q2 2026 04

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$1M120K0.00%Q2 2026 05

Alpha Cubed Investments, LLC

CIK 0001580830

$1M119K0.05%Q4 2025 06

Cetera Investment Advisers

CIK 0001666741

$1M103K0.00%Q2 2026 07

Western Wealth Management, LLC

CIK 0001767902

$662K53K0.02%Q2 2026 08

BANK OF AMERICA CORP /DE/

CIK 0000070858

$635K51K0.00%Q2 2026 09

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$579K46K0.00%Q2 2026 10

INTEGRITY ALLIANCE, LLC.

CIK 0001352260

$486K39K0.02%Q2 2026 11

ROYAL BANK OF CANADA

CIK 0001000275

$458K37K0.00%Q2 2026 12

KINGSWOOD WEALTH ADVISORS, LLC

CIK 0001987855

$453K36K0.02%Q2 2026 13

STIFEL FINANCIAL CORP

CIK 0000720672

$439K35K0.00%Q2 2026 14

Diversify Advisory Services, LLC

CIK 0002021232

$343K28K0.01%Q2 2026 15

DIVERSIFY WEALTH MANAGEMENT, LLC

CIK 0002030780

$343K28K0.01%Q2 2026 16

BARTLETT & CO. WEALTH MANAGEMENT LLC

CIK 0002010186

$331K26K0.00%Q2 2026 17

INDEPENDENT FINANCIAL GROUP, LLC

CIK 0000275484

$320K26K0.01%Q2 2026 18

IHT Wealth Management, LLC

CIK 0001697490

$317K25K0.01%Q2 2026 19

Steward Partners Investment Advisory, LLC

CIK 0001723397

$271K22K0.00%Q2 2026 20

Virtu Financial LLC

CIK 0001533964· Market maker

$245K20K0.01%Q1 2026

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