AI Holders Summary · Q1 2026

86 institutions reported RFI in Q1 2026. MORGAN STANLEY leads at 28.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$13M1.2M0.00%Q1 2026 02

OSAIC HOLDINGS, INC.

CIK 0001677044

$9M775K0.01%Q1 2026 03

Smith Asset Management Co., LLC

CIK 0002068217

$4M334K2.97%Q2 2026 04

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$3M300K0.00%Q1 2026 05

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$2M197K0.01%Q1 2026 06

LPL Financial LLC

CIK 0001403438

$2M187K0.00%Q1 2026 07

ROYAL BANK OF CANADA

CIK 0001000275

$2M160K0.00%Q1 2026 08

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$2M153K0.07%Q4 2025 09

AMERIPRISE FINANCIAL INC

CIK 0000820027

$2M142K0.00%Q1 2026 10

Cetera Investment Advisers

CIK 0001666741

$2M140K0.00%Q1 2026 11

Everstar Asset Management, LLC

CIK 0002023744

$868K78K0.46%Q1 2026 12

Samalin Investment Counsel, LLC

CIK 0001544366

$842K76K0.30%Q1 2026 13

Private Advisor Group, LLC

CIK 0001567755

$801K72K0.00%Q1 2026 14

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$696K62K0.00%Q1 2026 15

BANK OF AMERICA CORP /DE/

CIK 0000070858

$677K61K0.00%Q1 2026 16

SHUFRO ROSE & CO LLC

CIK 0000908195

$641K58K0.04%Q1 2026 17

INDEPENDENT FINANCIAL GROUP, LLC

CIK 0000275484

$556K49K0.01%Q2 2026 18

PATTEN & PATTEN INC/TN

CIK 0001044905

$538K48K0.03%Q1 2026 19

STIFEL FINANCIAL CORP

CIK 0000720672

$521K47K0.00%Q1 2026 20

Pallas Capital Advisors LLC

CIK 0001862282

$473K42K0.02%Q1 2026

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