AI Holders Summary · Q2 2026

65 institutions reported PTA in Q2 2026. MORGAN STANLEY leads at 32.5% 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

MORGAN STANLEY

CIK 0000895421

$80M4.2M0.00%Q2 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$68M3.5M0.00%Q2 2026 03

UBS Group AG

CIK 0001610520

$49M2.6M0.01%Q2 2026 04

ROYAL BANK OF CANADA

CIK 0001000275

$13M676K0.00%Q2 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$7M360K0.00%Q2 2026 06

Logan Stone Capital, LLC

CIK 0001535521

$5M269K1.28%Q4 2025 07

Rockefeller Capital Management L.P.

CIK 0001739439

$4M203K0.01%Q2 2026 08

STIFEL FINANCIAL CORP

CIK 0000720672

$3M156K0.00%Q2 2026 09

Lido Advisors, LLC

CIK 0001650150

$3M143K0.01%Q2 2026 10

Shaker Financial Services, LLC

CIK 0001511794

$2M98K0.59%Q2 2026 11

Pettinga Financial Advisors LLC

CIK 0001694592

$2M86K0.26%Q2 2026 12

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$2M80K0.06%Q4 2025 13

FIFTH THIRD BANCORP

CIK 0000035527

$1M70K0.00%Q2 2026 14

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$1M68K0.00%Q2 2026 15

WEDBUSH SECURITIES INC

CIK 0001142495

$1M66K0.04%Q1 2026 16

LPL Financial LLC

CIK 0001403438

$1M63K0.00%Q2 2026 17

OPPENHEIMER & CO INC

CIK 0000822581

$1M53K0.01%Q2 2026 18

CITADEL ADVISORS LLC

CIK 0001423053

$998K52K0.00%Q2 2026 19

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$957K50K0.01%Q2 2026 20

NewEdge Advisors, LLC

CIK 0001633516

$804K42K0.00%Q2 2026

Page 1 of 4

45 more holders available. Log in →