AI Holders Summary · Q1 2026

117 institutions reported PDT in Q1 2026. COHEN & STEERS, INC. leads at 15.7% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

COHEN & STEERS, INC.

CIK 0001284812

$12M900K0.02%Q1 2026 02

Invesco Ltd.

CIK 0000914208

$10M780K0.00%Q2 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$8M619K0.05%Q2 2026 04

AXXCESS WEALTH MANAGEMENT, LLC

CIK 0001911056

$8M602K0.12%Q2 2026 05

Pathstone Holdings, LLC

CIK 0002011612

$6M434K0.02%Q2 2026 06

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$4M320K0.04%Q2 2026 07

MORGAN STANLEY

CIK 0000895421

$3M250K0.00%Q2 2026 08

Pathway Financial Advisers, LLC

CIK 0002024152

$3M229K0.75%Q2 2026 09

WELLS FARGO & COMPANY/MN

CIK 0000072971

$3M229K0.00%Q2 2026 10

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$3M198K0.00%Q2 2026 11

LPL Financial LLC

CIK 0001403438

$3M197K0.00%Q2 2026 12

1607 Capital Partners, LLC

CIK 0001436866

$2M186K0.21%Q2 2026 13

Stratos Wealth Partners, LTD.

CIK 0001612865

$2M165K0.02%Q2 2026 14

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M121K0.00%Q2 2026 15

ORG Partners LLC

CIK 0001979372

$2M120K0.27%Q4 2025 16

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$1M100K0.05%Q4 2025 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M92K0.00%Q2 2026 18

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$1M91K0.00%Q2 2026 19

Kestra Advisory Services, LLC

CIK 0001830819

$1M88K0.00%Q2 2026 20

ROYAL BANK OF CANADA

CIK 0001000275

$1M88K0.00%Q2 2026

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