AI Holders Summary · Q1 2026

88 institutions reported THW in Q1 2026. MORGAN STANLEY leads at 23.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$13M1.1M0.00%Q1 2026 02

Penserra Capital Management LLC

CIK 0001593324

$7M642K0.09%Q1 2026 03

ROYAL BANK OF CANADA

CIK 0001000275

$5M463K0.00%Q1 2026 04

CoreCap Advisors, LLC

CIK 0001902501

$3M246K0.10%Q2 2026 05

LPL Financial LLC

CIK 0001403438

$3M281K0.00%Q1 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M272K0.00%Q1 2026 07

Janney Montgomery Scott LLC

CIK 0001329948

$3M258K0.01%Q1 2026 08

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$3M237K0.00%Q1 2026 09

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$2M152K0.08%Q4 2025 10

Steward Partners Investment Advisory, LLC

CIK 0001723397

$2M165K0.01%Q1 2026 11

Significant Wealth Partners LLC

CIK 0001964680

$2M145K2.09%Q1 2026 12

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CIK 0001818604

$2M134K0.11%Q1 2026 13

NewEdge Wealth, LLC

CIK 0001861796

$1M87K0.01%Q1 2026 14

UBS Group AG

CIK 0001610520

$1M86K0.00%Q1 2026 15

Cetera Investment Advisers

CIK 0001666741

$1M86K0.00%Q1 2026 16

OSAIC HOLDINGS, INC.

CIK 0001677044

$939K80K0.00%Q1 2026 17

WEDBUSH SECURITIES INC

CIK 0001142495

$906K78K0.03%Q1 2026 18

STIFEL FINANCIAL CORP

CIK 0000720672

$828K71K0.00%Q1 2026 19

NewEdge Advisors, LLC

CIK 0001633516

$822K70K0.00%Q1 2026 20

Samalin Investment Counsel, LLC

CIK 0001544366

$769K66K0.27%Q1 2026

Page 1 of 5

68 more holders available. Log in →