AI Holders Summary · Q1 2026

95 institutions reported THQ in Q1 2026. MORGAN STANLEY leads at 20.8% 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

$23M1.3M0.00%Q1 2026 02

ROYAL BANK OF CANADA

CIK 0001000275

$19M1.1M0.00%Q1 2026 03

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$13M784K0.00%Q1 2026 04

Heron Bay Capital Management

CIK 0001842149

$10M594K0.92%Q1 2026 05

Penserra Capital Management LLC

CIK 0001593324

$8M447K0.09%Q1 2026 06

UBS Group AG

CIK 0001610520

$5M308K0.00%Q1 2026 07

LPL Financial LLC

CIK 0001403438

$5M307K0.00%Q1 2026 08

AMERIPRISE FINANCIAL INC

CIK 0000820027

$3M190K0.00%Q1 2026 09

WEDBUSH SECURITIES INC

CIK 0001142495

$3M174K0.09%Q1 2026 10

STIFEL FINANCIAL CORP

CIK 0000720672

$3M149K0.00%Q1 2026 11

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$2M142K0.00%Q1 2026 12

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M137K0.00%Q1 2026 13

Steward Partners Investment Advisory, LLC

CIK 0001723397

$2M130K0.01%Q1 2026 14

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M106K0.00%Q1 2026 15

Next Level Private LLC

CIK 0001910366

$2M93K0.34%Q2 2026 16

Aviance Capital Partners, LLC

CIK 0001542383

$2M84K0.18%Q4 2025 17

Z3 Capital Partners, LLC

CIK 0002127787

$2M89K0.38%Q1 2026 18

Private Advisor Group, LLC

CIK 0001567755

$1M76K0.01%Q1 2026 19

EVOLVE PRIVATE WEALTH, LLC

CIK 0002111131

$1M72K0.06%Q1 2026 20

Cetera Investment Advisers

CIK 0001666741

$1M69K0.00%Q1 2026

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