AI Holders Summary · Q2 2026

66 institutions reported VKI in Q2 2026. Hennion & Walsh Asset Management, Inc. leads at 12.7% 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

$9M989K0.27%Q2 2026 02

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$9M946K0.06%Q2 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$9M909K0.00%Q2 2026 04

MORGAN STANLEY

CIK 0000895421

$8M826K0.00%Q2 2026 05

UBS Group AG

CIK 0001610520

$7M775K0.00%Q2 2026 06

Advisors Asset Management, Inc.

CIK 0001297376

$6M650K0.09%Q1 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$5M536K0.00%Q2 2026 08

LeConte Wealth Management, LLC

CIK 0002060443

$5M520K2.69%Q2 2026 09

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$3M314K0.06%Q1 2026 10

LPL Financial LLC

CIK 0001403438

$2M258K0.00%Q2 2026 11

VAN ECK ASSOCIATES CORP

CIK 0000869178

$2M251K0.00%Q2 2026 12

STIFEL FINANCIAL CORP

CIK 0000720672

$2M188K0.00%Q2 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$1M157K0.00%Q2 2026 14

Whipplewood Advisors, LLC

CIK 0002052510

$1M112K0.72%Q2 2026 15

Indivisible Partners

CIK 0002098400

$859K91K0.05%Q2 2026 16

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$793K84K0.43%Q2 2026 17

Indiana Trust & Investment Management Co

CIK 0001356407

$711K75K0.19%Q2 2026 18

ROYAL BANK OF CANADA

CIK 0001000275

$699K74K0.00%Q2 2026 19

SMITH, MOORE & CO.

CIK 0000200724

$643K68K0.04%Q2 2026 20

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$633K67K0.00%Q2 2026

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