AI Holders Summary · Q1 2026

61 institutions reported VCV in Q1 2026. MORGAN STANLEY leads at 35.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$29M2.8M0.00%Q1 2026 02

Advisors Asset Management, Inc.

CIK 0001297376

$13M1.2M0.21%Q1 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$12M1.2M0.09%Q1 2026 04

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$6M570K0.18%Q2 2026 05

WELLS FARGO & COMPANY/MN

CIK 0000072971

$6M545K0.00%Q1 2026 06

LPL Financial LLC

CIK 0001403438

$4M345K0.00%Q1 2026 07

UBS Group AG

CIK 0001610520

$3M254K0.00%Q1 2026 08

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M168K0.00%Q1 2026 09

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M124K0.00%Q1 2026 10

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$1M123K0.00%Q1 2026 11

D.A. DAVIDSON & CO.

CIK 0001080107

$745K71K0.00%Q1 2026 12

Cypress Wealth Services, LLC

CIK 0001721527

$735K70K0.10%Q1 2026 13

Pacific Wealth Strategies Group, Inc.

CIK 0001766571

$696K67K0.43%Q1 2026 14

AMERIPRISE FINANCIAL INC

CIK 0000820027

$621K59K0.00%Q1 2026 15

EVOKE WEALTH, LLC

CIK 0001793432

$607K58K0.01%Q1 2026 16

Sanctuary Advisors, LLC

CIK 0001777271

$584K56K0.00%Q1 2026 17

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$503K48K0.00%Q1 2026 18

Argyle Capital Partners, LLC

CIK 0002079995

$482K46K0.35%Q1 2026 19

Western Wealth Management, LLC

CIK 0001767902

$465K45K0.02%Q1 2026 20

Core Wealth Partners LLC

CIK 0001965078

$427K41K0.20%Q1 2026

Page 1 of 4

41 more holders available. Log in →