AI Holders Summary · Q1 2026

66 institutions reported OPP in Q1 2026. MORGAN STANLEY leads at 27.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$17M2.2M0.00%Q1 2026 02

WELLS FARGO & COMPANY/MN

CIK 0000072971

$11M1.5M0.00%Q1 2026 03

ROYAL BANK OF CANADA

CIK 0001000275

$8M1.0M0.00%Q1 2026 04

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$4M530K0.08%Q1 2026 05

Advisors Asset Management, Inc.

CIK 0001297376

$4M520K0.07%Q1 2026 06

Pathstone Holdings, LLC

CIK 0002011612

$3M346K0.01%Q1 2026 07

1607 Capital Partners, LLC

CIK 0001436866

$3M337K0.19%Q1 2026 08

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$2M237K0.04%Q1 2026 09

UBS Group AG

CIK 0001610520

$2M213K0.00%Q1 2026 10

NewEdge Advisors, LLC

CIK 0001633516

$1M176K0.00%Q1 2026 11

PFG Investments, LLC

CIK 0001973224

$1M138K0.05%Q1 2026 12

LPL Financial LLC

CIK 0001403438

$971K127K0.00%Q1 2026 13

Baird Financial Group, Inc.

CIK 0001648711

$948K124K0.00%Q1 2026 14

Logan Stone Capital, LLC

CIK 0001535521

$935K118K0.23%Q4 2025 15

Shaker Financial Services, LLC

CIK 0001511794

$918K120K0.32%Q1 2026 16

Verity Asset Management, Inc.

CIK 0001597298

$682K89K0.29%Q1 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$662K86K0.00%Q1 2026 18

SeaCrest Wealth Management, LLC

CIK 0001728121

$572K74K0.06%Q2 2026 19

Yakira Capital Management, Inc.

CIK 0001584639

$564K73K0.17%Q1 2026 20

WEDBUSH SECURITIES INC

CIK 0001142495

$479K62K0.01%Q1 2026

Page 1 of 4

46 more holders available. Log in →