AI Holders Summary · Q1 2026

125 institutions reported RA in Q1 2026. MORGAN STANLEY leads at 32.8% 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

$65M5.1M0.00%Q1 2026 02

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$37M2.9M0.75%Q1 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$20M1.6M0.00%Q1 2026 04

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$13M992K0.10%Q1 2026 05

ROYAL BANK OF CANADA

CIK 0001000275

$8M644K0.00%Q1 2026 06

Penserra Capital Management LLC

CIK 0001593324

$8M597K0.09%Q1 2026 07

BANK OF AMERICA CORP /DE/

CIK 0000070858

$5M423K0.00%Q1 2026 08

1607 Capital Partners, LLC

CIK 0001436866

$5M403K0.37%Q1 2026 09

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

CIK 0001034546

$5M394K0.37%Q1 2026 10

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$4M341K1.49%Q1 2026 11

LPL Financial LLC

CIK 0001403438

$4M299K0.00%Q1 2026 12

Rareview Capital LLC

CIK 0002044533

$4M278K2.08%Q2 2026 13

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$3M268K0.00%Q1 2026 14

Cetera Investment Advisers

CIK 0001666741

$3M258K0.00%Q1 2026 15

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$3M242K0.09%Q2 2026 16

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M230K0.00%Q1 2026 17

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$2M181K0.00%Q1 2026 18

STIFEL FINANCIAL CORP

CIK 0000720672

$2M142K0.00%Q1 2026 19

Noble Wealth Management PBC

CIK 0002055065

$2M135K0.78%Q2 2026 20

B. Riley Wealth Advisors, Inc.

CIK 0001464811

$2M134K0.09%Q2 2026

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