AI Holders Summary · Q1 2026

69 institutions reported NMCO in Q1 2026. MORGAN STANLEY leads at 16.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$17M1.6M0.00%Q1 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$17M1.6M0.00%Q1 2026 03

UBS Group AG

CIK 0001610520

$13M1.2M0.00%Q1 2026 04

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$12M1.2M0.10%Q1 2026 05

Melone Private Wealth, LLC

CIK 0001905765

$8M697K2.89%Q2 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$7M657K0.00%Q1 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$5M451K0.00%Q1 2026 08

ROYAL BANK OF CANADA

CIK 0001000275

$4M337K0.00%Q1 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

$1M132K0.00%Q1 2026 13

Capital Investment Advisors, LLC

CIK 0001582732

$1M116K0.02%Q1 2026 14

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$1M113K0.00%Q1 2026 15

NewEdge Advisors, LLC

CIK 0001633516

$1M105K0.00%Q1 2026 16

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M100K0.00%Q1 2026 17

Wakefield Asset Management LLLP

CIK 0001600435

$1M100K0.28%Q1 2026 18

Gridiron Partners, LLC

CIK 0001910867

$1M97K0.63%Q1 2026 19

Kestra Advisory Services, LLC

CIK 0001830819

$942K89K0.00%Q1 2026 20

Tyche Wealth Partners LLC

CIK 0002004818

$818K77K0.13%Q1 2026

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