AI Holders Summary · Q2 2026

115 institutions reported VGM in Q2 2026. Hennion & Walsh Asset Management, Inc. leads at 14.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$13M1.2M0.38%Q2 2026 02

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$11M1.2M0.09%Q1 2026 03

LPL Financial LLC

CIK 0001403438

$7M691K0.00%Q1 2026 04

MORGAN STANLEY

CIK 0000895421

$7M687K0.00%Q1 2026 05

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$7M669K0.13%Q1 2026 06

WELLS FARGO & COMPANY/MN

CIK 0000072971

$6M573K0.00%Q1 2026 07

UBS Group AG

CIK 0001610520

$6M572K0.00%Q1 2026 08

AMERIPRISE FINANCIAL INC

CIK 0000820027

$5M518K0.00%Q1 2026 09

BANK OF AMERICA CORP /DE/

CIK 0000070858

$5M494K0.00%Q1 2026 10

ROYAL BANK OF CANADA

CIK 0001000275

$4M367K0.00%Q1 2026 11

Leo Wealth, LLC

CIK 0001912202

$3M319K0.23%Q1 2026 12

VAN ECK ASSOCIATES CORP

CIK 0000869178

$3M313K0.00%Q1 2026 13

GREATMARK INVESTMENT PARTNERS, INC.

CIK 0001540944

$2M249K0.29%Q1 2026 14

STIFEL FINANCIAL CORP

CIK 0000720672

$2M237K0.00%Q1 2026 15

N.E.W. Advisory Services LLC

CIK 0001803456

$2M230K0.17%Q1 2026 16

MACKAY SHIELDS LLC

CIK 0000061227

$2M209K0.08%Q1 2026 17

Advisors Asset Management, Inc.

CIK 0001297376

$2M194K0.03%Q1 2026 18

Cetera Investment Advisers

CIK 0001666741

$2M187K0.00%Q1 2026 19

Melone Private Wealth, LLC

CIK 0001905765

$2M173K0.70%Q1 2026 20

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M169K0.00%Q1 2026

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