AI Holders Summary · Q2 2026

42 institutions reported WEA in Q2 2026. MORGAN STANLEY leads at 35.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$23M2.2M0.00%Q2 2026 02

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$10M911K0.20%Q1 2026 03

Allspring Global Investments Holdings, LLC

CIK 0001890906

$5M490K0.01%Q3 2026 04

LPL Financial LLC

CIK 0001403438

$4M396K0.00%Q3 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M363K0.00%Q2 2026 06

1607 Capital Partners, LLC

CIK 0001436866

$3M261K0.24%Q2 2026 07

Private Advisor Group, LLC

CIK 0001567755

$2M209K0.01%Q2 2026 08

Whipplewood Advisors, LLC

CIK 0002052510

$2M195K1.31%Q3 2026 09

Fiera Capital Corp

CIK 0001505817

$2M190K0.01%Q3 2026 10

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$1M133K0.01%Q2 2026 11

Invesco Ltd.

CIK 0000914208

$1M114K0.00%Q2 2026 12

BANK OF AMERICA CORP /DE/

CIK 0000070858

$1M111K0.00%Q2 2026 13

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$1M118K0.03%Q3 2026 14

Kestra Advisory Services, LLC

CIK 0001830819

$1M117K0.00%Q3 2026 15

INVICTUS PRIVATE WEALTH, LLC

CIK 0001939208

$1M107K0.06%Q2 2026 16

ProVise Management Group, LLC

CIK 0001305707

$1M111K0.08%Q3 2026 17

Insight Wealth Partners, LLC

CIK 0001627003

$801K80K0.11%Q3 2026 18

Advisory Services Network, LLC

CIK 0001573876

$745K70K0.01%Q2 2026 19

Integrated Wealth Concepts LLC

CIK 0001737109

$594K56K0.00%Q2 2026 20

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$515K52K0.02%Q3 2026

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