AI Holders Summary · Q2 2026

87 institutions reported THW in Q2 2026. MORGAN STANLEY leads at 23.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$15M1.1M0.00%Q2 2026 02

Penserra Capital Management LLC

CIK 0001593324

$7M642K0.09%Q1 2026 03

ROYAL BANK OF CANADA

CIK 0001000275

$6M463K0.00%Q2 2026 04

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M310K0.00%Q2 2026 05

LPL Financial LLC

CIK 0001403438

$4M280K0.00%Q2 2026 06

CoreCap Advisors, LLC

CIK 0001902501

$3M246K0.10%Q2 2026 07

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$3M232K0.00%Q2 2026 08

Janney Montgomery Scott LLC

CIK 0001329948

$3M258K0.01%Q1 2026 09

Steward Partners Investment Advisory, LLC

CIK 0001723397

$2M169K0.01%Q2 2026 10

Significant Wealth Partners LLC

CIK 0001964680

$2M148K2.14%Q2 2026 11

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$2M152K0.08%Q4 2025 12

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CIK 0001818604

$2M139K0.11%Q2 2026 13

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M138K0.00%Q2 2026 14

J.W. COLE ADVISORS, INC.

CIK 0001404763

$1M109K0.03%Q2 2026 15

Cetera Investment Advisers

CIK 0001666741

$1M93K0.00%Q2 2026 16

NewEdge Wealth, LLC

CIK 0001861796

$1M87K0.01%Q2 2026 17

UBS Group AG

CIK 0001610520

$1M84K0.00%Q2 2026 18

STIFEL FINANCIAL CORP

CIK 0000720672

$1M80K0.00%Q2 2026 19

NewEdge Advisors, LLC

CIK 0001633516

$930K69K0.00%Q2 2026 20

WEDBUSH SECURITIES INC

CIK 0001142495

$906K78K0.03%Q1 2026

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