AI Holders Summary · Q2 2026

78 institutions reported OIA in Q2 2026. Hennion & Walsh Asset Management, Inc. leads at 18.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$8M1.3M0.22%Q2 2026 02

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$6M956K0.05%Q1 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$5M860K0.00%Q1 2026 04

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$5M744K0.00%Q1 2026 05

AMERIPRISE FINANCIAL INC

CIK 0000820027

$4M571K0.00%Q1 2026 06

MORGAN STANLEY

CIK 0000895421

$3M422K0.00%Q1 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M296K0.00%Q1 2026 08

VAN ECK ASSOCIATES CORP

CIK 0000869178

$2M274K0.00%Q1 2026 09

UBS Group AG

CIK 0001610520

$2M271K0.00%Q1 2026 10

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M247K0.00%Q1 2026 11

PNC FINANCIAL SERVICES GROUP, INC.

CIK 0000713676

$1M201K0.00%Q4 2025 12

LPL Financial LLC

CIK 0001403438

$996K162K0.00%Q1 2026 13

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$876K143K0.00%Q1 2026 14

OSAIC HOLDINGS, INC.

CIK 0001677044

$842K137K0.00%Q1 2026 15

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$705K115K0.00%Q1 2026 16

Cetera Investment Advisers

CIK 0001666741

$593K97K0.00%Q1 2026 17

AVANTAX ADVISORY SERVICES, INC.

CIK 0001303042

$503K88K0.00%Q2 2025 18

Savvy Advisors, Inc.

CIK 0002003633

$492K80K0.01%Q1 2026 19

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$459K75K0.26%Q1 2026 20

MML INVESTORS SERVICES, LLC

CIK 0000701059

$432K70K0.00%Q1 2026

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