AI Holders Summary · Q2 2026

108 institutions reported VGM in Q2 2026. GUGGENHEIM CAPITAL LLC leads at 11.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$11M1.1M0.07%Q2 2026 02

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$11M1.2M0.31%Q3 2026 03

AMERIPRISE FINANCIAL INC

CIK 0000820027

$8M768K0.00%Q2 2026 04

MORGAN STANLEY

CIK 0000895421

$7M705K0.00%Q2 2026 05

LPL Financial LLC

CIK 0001403438

$7M626K0.00%Q2 2026 06

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$7M669K0.13%Q1 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$7M618K0.00%Q2 2026 08

UBS Group AG

CIK 0001610520

$6M567K0.00%Q2 2026 09

BANK OF AMERICA CORP /DE/

CIK 0000070858

$5M502K0.00%Q2 2026 10

ROYAL BANK OF CANADA

CIK 0001000275

$4M383K0.00%Q2 2026 11

N.E.W. Advisory Services LLC

CIK 0001803456

$4M374K0.27%Q2 2026 12

VAN ECK ASSOCIATES CORP

CIK 0000869178

$4M355K0.00%Q2 2026 13

Leo Wealth, LLC

CIK 0001912202

$3M319K0.23%Q1 2026 14

Cetera Investment Advisers

CIK 0001666741

$3M249K0.00%Q2 2026 15

GREATMARK INVESTMENT PARTNERS, INC.

CIK 0001540944

$3M249K0.29%Q2 2026 16

STIFEL FINANCIAL CORP

CIK 0000720672

$3M239K0.00%Q2 2026 17

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M206K0.00%Q2 2026 18

Melone Private Wealth, LLC

CIK 0001905765

$2M225K0.76%Q3 2026 19

Advisors Asset Management, Inc.

CIK 0001297376

$2M194K0.03%Q1 2026 20

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M171K0.00%Q2 2026

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