AI Holders Summary · Q1 2026

63 institutions reported PTA in Q1 2026. MORGAN STANLEY leads at 30.9% 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

$73M3.9M0.00%Q1 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$69M3.7M0.01%Q1 2026 03

UBS Group AG

CIK 0001610520

$45M2.4M0.01%Q1 2026 04

ROYAL BANK OF CANADA

CIK 0001000275

$13M719K0.00%Q1 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$8M434K0.00%Q1 2026 06

Logan Stone Capital, LLC

CIK 0001535521

$5M269K1.28%Q4 2025 07

Rockefeller Capital Management L.P.

CIK 0001739439

$4M201K0.01%Q1 2026 08

STIFEL FINANCIAL CORP

CIK 0000720672

$3M146K0.00%Q1 2026 09

Shaker Financial Services, LLC

CIK 0001511794

$2M98K0.59%Q2 2026 10

Pettinga Financial Advisors LLC

CIK 0001694592

$2M86K0.26%Q2 2026 11

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$2M80K0.06%Q4 2025 12

Independent Advisor Alliance

CIK 0001696899

$2M81K0.02%Q1 2026 13

FIFTH THIRD BANCORP

CIK 0000035527

$1M71K0.00%Q1 2026 14

Rareview Capital LLC

CIK 0002044533

$1M65K0.76%Q1 2026 15

WEDBUSH SECURITIES INC

CIK 0001142495

$1M66K0.04%Q1 2026 16

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$1M63K0.00%Q1 2026 17

LPL Financial LLC

CIK 0001403438

$1M60K0.00%Q1 2026 18

OPPENHEIMER & CO INC

CIK 0000822581

$951K49K0.01%Q4 2025 19

Lido Advisors, LLC

CIK 0001650150

$858K46K0.00%Q1 2026 20

NewEdge Advisors, LLC

CIK 0001633516

$794K42K0.00%Q1 2026

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