AI Holders Summary · Q2 2026

102 institutions reported WIW in Q2 2026. MORGAN STANLEY leads at 39.0% 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

$64M7.6M0.00%Q2 2026 02

1607 Capital Partners, LLC

CIK 0001436866

$10M1.2M0.73%Q1 2026 03

Allspring Global Investments Holdings, LLC

CIK 0001890906

$9M1.1M0.01%Q2 2026 04

PenderFund Capital Management Ltd.

CIK 0001706164

$8M999K1.08%Q2 2026 05

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$8M963K0.41%Q1 2026 06

Invesco Ltd.

CIK 0000914208

$8M904K0.00%Q2 2026 07

BANK OF AMERICA CORP /DE/

CIK 0000070858

$7M793K0.00%Q2 2026 08

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$7M776K0.04%Q2 2026 09

Saba Capital Management, L.P.

CIK 0001510281

$6M754K0.16%Q2 2026 10

Baird Financial Group, Inc.

CIK 0001648711

$5M577K0.01%Q2 2026 11

LPL Financial LLC

CIK 0001403438

$5M567K0.00%Q2 2026 12

HighTower Advisors, LLC

CIK 0001462245

$4M491K0.00%Q2 2026 13

CAPSTONE INVESTMENT ADVISORS, LLC

CIK 0001426196

$4M463K0.01%Q2 2026 14

Atlas Wealth LLC

CIK 0001964106

$3M416K0.50%Q2 2026 15

GatePass Capital, LLC

CIK 0002087399

$3M382K1.22%Q2 2026 16

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$3M375K0.00%Q2 2026 17

Waterloo Capital, L.P.

CIK 0001730942

$3M361K0.17%Q2 2026 18

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M288K0.00%Q2 2026 19

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M288K0.00%Q2 2026 20

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$2M252K0.06%Q2 2026

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