AI Holders Summary · Q2 2026

66 institutions reported OPP in Q2 2026. MORGAN STANLEY leads at 27.0% 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%Q2 2026 02

WELLS FARGO & COMPANY/MN

CIK 0000072971

$13M1.7M0.00%Q2 2026 03

ROYAL BANK OF CANADA

CIK 0001000275

$7M895K0.00%Q2 2026 04

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$4M530K0.08%Q1 2026 05

Pathstone Holdings, LLC

CIK 0002011612

$4M523K0.01%Q2 2026 06

Advisors Asset Management, Inc.

CIK 0001297376

$4M520K0.07%Q1 2026 07

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$2M241K0.05%Q2 2026 08

J.W. COLE ADVISORS, INC.

CIK 0001404763

$2M232K0.03%Q2 2026 09

1607 Capital Partners, LLC

CIK 0001436866

$2M199K0.13%Q2 2026 10

NewEdge Advisors, LLC

CIK 0001633516

$1M187K0.00%Q2 2026 11

UBS Group AG

CIK 0001610520

$1M174K0.00%Q2 2026 12

PFG Investments, LLC

CIK 0001973224

$1M138K0.04%Q2 2026 13

LPL Financial LLC

CIK 0001403438

$991K128K0.00%Q2 2026 14

Baird Financial Group, Inc.

CIK 0001648711

$981K127K0.00%Q2 2026 15

Logan Stone Capital, LLC

CIK 0001535521

$935K118K0.23%Q4 2025 16

Verity Asset Management, Inc.

CIK 0001597298

$722K93K0.27%Q2 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$595K77K0.00%Q2 2026 18

SeaCrest Wealth Management, LLC

CIK 0001728121

$572K74K0.06%Q2 2026 19

Yakira Capital Management, Inc.

CIK 0001584639

$513K66K0.15%Q2 2026 20

WEDBUSH SECURITIES INC

CIK 0001142495

$479K62K0.01%Q1 2026

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