AI Holders Summary · Q1 2026

91 institutions reported STK in Q1 2026. WELLS FARGO & COMPANY/MN leads at 16.1% 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

$15M404K0.00%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$12M312K0.00%Q1 2026 03

Janney Montgomery Scott LLC

CIK 0001329948

$12M307K0.03%Q1 2026 04

Invesco Ltd.

CIK 0000914208

$8M212K0.00%Q1 2026 05

LPL Financial LLC

CIK 0001403438

$7M195K0.00%Q1 2026 06

Karpus Management, Inc.

CIK 0001048703

$7M186K0.22%Q1 2026 07

BANK OF AMERICA CORP /DE/

CIK 0000070858

$6M167K0.00%Q1 2026 08

PMG Family Office LLC

CIK 0002102299

$4M77K3.81%Q2 2026 09

ROYAL BANK OF CANADA

CIK 0001000275

$4M94K0.00%Q1 2026 10

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M78K0.00%Q1 2026 11

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$3M66K0.85%Q1 2026 12

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$2M56K0.08%Q4 2025 13

Advisory Advocates, LLC

CIK 0002111697

$2M47K1.83%Q1 2026 14

AMERIPRISE FINANCIAL INC

CIK 0000820027

$2M45K0.00%Q1 2026 15

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$2M45K0.02%Q1 2026 16

Aviance Capital Partners, LLC

CIK 0001542383

$2M44K0.19%Q4 2025 17

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CIK 0001818604

$2M29K0.09%Q2 2026 18

Cetera Investment Advisers

CIK 0001666741

$1M38K0.00%Q1 2026 19

UBS Group AG

CIK 0001610520

$1M33K0.00%Q1 2026 20

COHEN & STEERS, INC.

CIK 0001284812

$1M30K0.00%Q1 2026

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