AI Holders Summary · Q1 2026

71 institutions reported WDI in Q1 2026. MORGAN STANLEY leads at 39.5% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$59M4.4M0.00%Q1 2026 02

Penserra Capital Management LLC

CIK 0001593324

$19M1.4M0.22%Q1 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$13M964K0.00%Q1 2026 04

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$9M687K0.00%Q1 2026 05

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$6M476K0.18%Q2 2026 06

BANK OF AMERICA CORP /DE/

CIK 0000070858

$6M427K0.00%Q1 2026 07

COHEN & STEERS, INC.

CIK 0001284812

$4M273K0.01%Q1 2026 08

STIFEL FINANCIAL CORP

CIK 0000720672

$3M250K0.00%Q1 2026 09

LPL Financial LLC

CIK 0001403438

$3M246K0.00%Q1 2026 10

ROYAL BANK OF CANADA

CIK 0001000275

$3M243K0.00%Q1 2026 11

&PARTNERS

CIK 0000107136

$3M240K0.02%Q1 2026 12

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$3M219K0.02%Q1 2026 13

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$3M210K0.12%Q4 2025 14

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$3M214K0.06%Q1 2026 15

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$2M182K0.00%Q1 2026 16

Advisors Asset Management, Inc.

CIK 0001297376

$2M180K0.04%Q1 2026 17

JPMORGAN CHASE & CO

CIK 0000019617

$2M181K0.00%Q1 2026 18

Shaker Financial Services, LLC

CIK 0001511794

$2M151K0.71%Q1 2026 19

Invesco Ltd.

CIK 0000914208

$1M108K0.00%Q1 2026 20

Rockefeller Capital Management L.P.

CIK 0001739439

$1M82K0.00%Q1 2026

Page 1 of 4

51 more holders available. Log in →