AI Holders Summary · Q1 2026

59 institutions reported PSF in Q1 2026. MORGAN STANLEY leads at 29.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$17M863K0.00%Q1 2026 02

UBS Group AG

CIK 0001610520

$7M352K0.00%Q1 2026 03

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M163K0.00%Q1 2026 04

BALDWIN WEALTH PARTNERS LLC/MA

CIK 0001021258

$3M157K0.21%Q2 2026 05

Invesco Ltd.

CIK 0000914208

$3M153K0.00%Q1 2026 06

Smith Asset Management Co., LLC

CIK 0002068217

$3M130K2.05%Q2 2026 07

1607 Capital Partners, LLC

CIK 0001436866

$2M112K0.16%Q1 2026 08

Shaker Financial Services, LLC

CIK 0001511794

$2M99K0.62%Q2 2026 09

Fiera Capital Corp

CIK 0001505817

$2M100K0.01%Q1 2026 10

Sanctuary Advisors, LLC

CIK 0001777271

$2M92K0.01%Q1 2026 11

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$2M88K0.01%Q1 2026 12

Pettinga Financial Advisors LLC

CIK 0001694592

$2M81K0.26%Q2 2026 13

LPL Financial LLC

CIK 0001403438

$2M82K0.00%Q1 2026 14

AMERIPRISE FINANCIAL INC

CIK 0000820027

$2M81K0.00%Q1 2026 15

ROYAL BANK OF CANADA

CIK 0001000275

$1M75K0.00%Q1 2026 16

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$1M61K0.02%Q1 2026 17

KESTRA PRIVATE WEALTH SERVICES, LLC

CIK 0001649451

$1M59K0.01%Q1 2026 18

Merit Financial Group, LLC

CIK 0001621225

$1M55K0.01%Q2 2026 19

Glaxis Capital Management, LLC

CIK 0001542161

$888K46K1.11%Q1 2026 20

OSAIC HOLDINGS, INC.

CIK 0001677044

$752K39K0.00%Q1 2026

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