AI Holders Summary · Q1 2026

164 institutions reported TYG in Q1 2026. MORGAN STANLEY leads at 24.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$57M1.1M0.00%Q1 2026 02

Penserra Capital Management LLC

CIK 0001593324

$27M541K0.32%Q1 2026 03

Advisors Asset Management, Inc.

CIK 0001297376

$21M422K0.35%Q1 2026 04

ROYAL BANK OF CANADA

CIK 0001000275

$20M391K0.00%Q1 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$16M331K0.01%Q1 2026 06

ABSOLUTE INVESTMENT ADVISERS, LLC

CIK 0001316187

$14M338K1.40%Q2 2026 07

BARD ASSOCIATES INC

CIK 0001105907

$10M197K2.46%Q1 2026 08

Eagle Bluffs Wealth Management LLC

CIK 0001906547

$8M151K2.94%Q1 2026 09

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$7M147K0.06%Q1 2026 10

Arete Wealth Advisors, LLC

CIK 0001600151

$7M137K0.51%Q1 2026 11

WELLS FARGO & COMPANY/MN

CIK 0000072971

$6M129K0.00%Q1 2026 12

LPL Financial LLC

CIK 0001403438

$6M121K0.00%Q1 2026 13

AMERICAN FINANCIAL GROUP INC

CIK 0001042046

$5M110K2.04%Q1 2026 14

Meixler Investment Management, Ltd.

CIK 0001911615

$5M104K2.60%Q1 2026 15

Janney Montgomery Scott LLC

CIK 0001329948

$4M86K0.01%Q1 2026 16

CERTUITY, LLC

CIK 0001800752

$4M85K0.28%Q1 2026 17

UBS Group AG

CIK 0001610520

$4M78K0.00%Q1 2026 18

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$3M69K0.01%Q1 2026 19

BANK OF AMERICA CORP /DE/

CIK 0000070858

$3M63K0.00%Q1 2026 20

Steward Partners Investment Advisory, LLC

CIK 0001723397

$3M61K0.02%Q1 2026

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