AI Holders Summary · Q2 2026

128 institutions reported PCN in Q2 2026. MORGAN STANLEY leads at 13.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$15M1.3M0.00%Q2 2026 02

Mission Hills Financial Advisory, LLC

CIK 0002043220

$14M1.2M6.35%Q2 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$13M1.1M0.08%Q2 2026 04

LPL Financial LLC

CIK 0001403438

$9M735K0.00%Q2 2026 05

GHE, LLC

CIK 0001910179

$8M678K3.06%Q2 2026 06

WELLS FARGO & COMPANY/MN

CIK 0000072971

$7M579K0.00%Q2 2026 07

Invesco Ltd.

CIK 0000914208

$6M517K0.00%Q2 2026 08

PRINCIPAL SECURITIES, INC.

CIK 0000012600

$6M490K0.07%Q2 2026 09

Elevated Capital Advisors, LLC

CIK 0001802387

$5M411K1.35%Q2 2026 10

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$4M355K0.21%Q1 2026 11

Noble Wealth Management PBC

CIK 0002055065

$4M350K1.87%Q2 2026 12

BANK OF AMERICA CORP /DE/

CIK 0000070858

$3M279K0.00%Q2 2026 13

INSIGNEO ADVISORY SERVICES, LLC

CIK 0001964958

$3M256K0.11%Q2 2026 14

Smith Asset Management Co., LLC

CIK 0002068217

$3M242K2.28%Q2 2026 15

Cetera Investment Advisers

CIK 0001666741

$3M220K0.00%Q2 2026 16

Prospera Financial Services Inc

CIK 0001541625

$2M206K0.04%Q2 2026 17

AG Asset Advisory, LLC

CIK 0001625008

$2M177K1.71%Q2 2026 18

Venture Visionary Partners LLC

CIK 0001792283

$2M173K0.06%Q2 2026 19

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$2M173K0.00%Q2 2026 20

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M171K0.00%Q2 2026

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