AI Holders Summary · Q2 2026

70 institutions reported NMCO in Q2 2026. MORGAN STANLEY leads at 17.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$18M1.7M0.00%Q2 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$15M1.4M0.00%Q2 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$13M1.2M0.08%Q2 2026 04

UBS Group AG

CIK 0001610520

$11M1.0M0.00%Q2 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$9M822K0.00%Q2 2026 06

Melone Private Wealth, LLC

CIK 0001905765

$8M697K2.89%Q2 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$7M647K0.00%Q2 2026 08

ROYAL BANK OF CANADA

CIK 0001000275

$4M342K0.00%Q2 2026 09

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$3M320K0.10%Q2 2026 10

Advisors Asset Management, Inc.

CIK 0001297376

$2M225K0.04%Q1 2026 11

COHEN & STEERS, INC.

CIK 0001284812

$2M185K0.00%Q1 2026 12

LPL Financial LLC

CIK 0001403438

$1M131K0.00%Q2 2026 13

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M115K0.00%Q2 2026 14

Wakefield Asset Management LLLP

CIK 0001600435

$1M113K0.28%Q2 2026 15

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$1M113K0.00%Q2 2026 16

Capital Investment Advisors, LLC

CIK 0001582732

$1M107K0.02%Q2 2026 17

NewEdge Advisors, LLC

CIK 0001633516

$1M106K0.00%Q2 2026 18

Geneos Wealth Management Inc.

CIK 0001764754

$1M94K0.02%Q2 2026 19

Kestra Advisory Services, LLC

CIK 0001830819

$961K88K0.00%Q2 2026 20

Tyche Wealth Partners LLC

CIK 0002004818

$842K77K0.12%Q2 2026

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