AI Holders Summary · Q2 2026

102 institutions reported STK in Q2 2026. WELLS FARGO & COMPANY/MN leads at 15.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

WELLS FARGO & COMPANY/MN

CIK 0000072971

$22M399K0.00%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$21M385K0.00%Q2 2026 03

Janney Montgomery Scott LLC

CIK 0001329948

$16M302K0.03%Q3 2026 04

Invesco Ltd.

CIK 0000914208

$14M266K0.00%Q3 2026 05

LPL Financial LLC

CIK 0001403438

$11M196K0.00%Q3 2026 06

Advisory Solutions Group, LLC

CIK 0002147643

$10M180K2.05%Q3 2026 07

Karpus Management, Inc.

CIK 0001048703

$7M186K0.22%Q1 2026 08

BANK OF AMERICA CORP /DE/

CIK 0000070858

$6M113K0.00%Q2 2026 09

ROYAL BANK OF CANADA

CIK 0001000275

$5M94K0.00%Q2 2026 10

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$5M88K0.00%Q3 2026 11

PMG Family Office LLC

CIK 0002102299

$4M77K3.84%Q3 2026 12

Advisors Asset Management, Inc.

CIK 0001297376

$4M71K0.06%Q3 2026 13

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$3M59K1.11%Q3 2026 14

Advisory Advocates, LLC

CIK 0002111697

$3M56K2.60%Q3 2026 15

AMERIPRISE FINANCIAL INC

CIK 0000820027

$2M44K0.00%Q2 2026 16

Aviance Capital Partners, LLC

CIK 0001542383

$2M43K0.23%Q3 2026 17

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$2M56K0.08%Q4 2025 18

UBS Group AG

CIK 0001610520

$2M35K0.00%Q3 2026 19

Cetera Investment Advisers

CIK 0001666741

$2M33K0.00%Q2 2026 20

Kingsview Wealth Management, LLC

CIK 0001791965

$2M29K0.02%Q2 2026

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