AI Holders Summary · Q1 2026

212 institutions reported RQI in Q1 2026. MORGAN STANLEY leads at 28.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$66M5.4M0.00%Q1 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$34M2.8M0.00%Q1 2026 03

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$15M1.2M0.00%Q1 2026 04

WELLS FARGO & COMPANY/MN

CIK 0000072971

$15M1.2M0.00%Q1 2026 05

Mission Hills Financial Advisory, LLC

CIK 0002043220

$13M1.1M6.51%Q1 2026 06

LPL Financial LLC

CIK 0001403438

$11M925K0.00%Q1 2026 07

UBS Group AG

CIK 0001610520

$11M908K0.00%Q1 2026 08

AMERIPRISE FINANCIAL INC

CIK 0000820027

$10M814K0.00%Q1 2026 09

Penserra Capital Management LLC

CIK 0001593324

$9M709K0.10%Q1 2026 10

LAKE STREET PRIVATE WEALTH, LLC

CIK 0001772031

$7M583K0.90%Q1 2026 11

Mariner, LLC

CIK 0001373442

$5M442K0.01%Q1 2026 12

Logan Stone Capital, LLC

CIK 0001535521

$5M417K1.17%Q4 2025 13

ROYAL BANK OF CANADA

CIK 0001000275

$4M329K0.00%Q1 2026 14

MATRIX PRIVATE CAPITAL GROUP LLC

CIK 0001906866

$4M308K1.79%Q1 2026 15

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$4M301K0.01%Q1 2026 16

INDEPENDENT FINANCIAL GROUP, LLC

CIK 0000275484

$4M287K0.07%Q2 2026 17

CASTLE WEALTH MANAGEMENT LLC

CIK 0001936420

$3M281K1.10%Q1 2026 18

OSAIC HOLDINGS, INC.

CIK 0001677044

$3M276K0.00%Q1 2026 19

Wealth Advisory Solutions, LLC

CIK 0001834802

$3M261K0.66%Q2 2026 20

Private Advisor Group, LLC

CIK 0001567755

$3M247K0.01%Q1 2026

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