AI Holders Summary · Q1 2026

141 institutions reported OUSA in Q1 2026. MORGAN STANLEY leads at 28.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$87M1.6M0.01%Q1 2026 02

LPL Financial LLC

CIK 0001403438

$31M525K0.01%Q2 2026 03

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.

CIK 0000319933

$28M521K3.63%Q2 2025 04

BANK OF AMERICA CORP /DE/

CIK 0000070858

$21M379K0.00%Q1 2026 05

ROYAL BANK OF CANADA

CIK 0001000275

$18M320K0.00%Q1 2026 06

MGO ONE SEVEN LLC

CIK 0001731444

$16M274K0.26%Q2 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$15M271K0.00%Q1 2026 08

Kestra Advisory Services, LLC

CIK 0001830819

$15M249K0.05%Q2 2026 09

Rockefeller Capital Management L.P.

CIK 0001739439

$11M194K0.02%Q1 2026 10

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$10M188K0.00%Q1 2026 11

UBS Group AG

CIK 0001610520

$10M187K0.00%Q1 2026 12

KESTRA PRIVATE WEALTH SERVICES, LLC

CIK 0001649451

$7M113K0.07%Q2 2026 13

Equitable Holdings, Inc.

CIK 0001333986

$6M108K0.04%Q1 2026 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$5M98K0.00%Q1 2026 15

Private Advisor Group, LLC

CIK 0001567755

$4M76K0.02%Q2 2026 16

STIFEL FINANCIAL CORP

CIK 0000720672

$4M78K0.00%Q1 2026 17

Sanctuary Advisors, LLC

CIK 0001777271

$4M76K0.02%Q1 2026 18

&PARTNERS

CIK 0000107136

$4M73K0.02%Q1 2026 19

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$4M66K0.00%Q2 2026 20

OSAIC HOLDINGS, INC.

CIK 0001677044

$3M58K0.00%Q1 2026

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