AI Holders Summary · Q1 2026

151 institutions reported PDO in Q1 2026. MORGAN STANLEY leads at 21.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$66M5.1M0.00%Q1 2026 02

UBS Group AG

CIK 0001610520

$46M3.6M0.01%Q1 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$31M2.4M0.01%Q1 2026 04

ROYAL BANK OF CANADA

CIK 0001000275

$30M2.3M0.01%Q1 2026 05

Cerity Partners LLC

CIK 0001566475

$23M1.7M0.03%Q1 2026 06

COHEN & STEERS, INC.

CIK 0001284812

$16M1.3M0.03%Q1 2026 07

Invesco Ltd.

CIK 0000914208

$13M983K0.00%Q1 2026 08

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$11M865K0.09%Q1 2026 09

BANK OF AMERICA CORP /DE/

CIK 0000070858

$11M841K0.00%Q1 2026 10

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$9M650K0.01%Q2 2026 11

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$9M658K0.00%Q1 2026 12

HighTower Advisors, LLC

CIK 0001462245

$8M575K0.01%Q2 2026 13

LPL Financial LLC

CIK 0001403438

$5M373K0.00%Q2 2026 14

LEAVELL INVESTMENT MANAGEMENT, INC.

CIK 0000924181

$5M363K0.18%Q2 2026 15

J.W. COLE ADVISORS, INC.

CIK 0001404763

$5M357K0.08%Q2 2026 16

Private Advisor Group, LLC

CIK 0001567755

$4M282K0.02%Q2 2026 17

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CIK 0001818604

$4M279K0.22%Q2 2026 18

Cornerstone Advisory, LLC

CIK 0001668189

$4M279K0.31%Q2 2026 19

Integrity Wealth Partners, LLC

CIK 0002121884

$3M233K2.71%Q1 2026 20

Element Wealth, LLC

CIK 0001802743

$3M224K1.20%Q1 2026

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