AI Holders Summary · Q2 2026

25 institutions reported AIAI in Q2 2026. HUB Investment Partners, LLC leads at 75.6% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

HUB Investment Partners, LLC

CIK 0001841815

$157M11.3M2.82%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

$11M776K0.00%Q2 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$9M621K0.00%Q2 2026 04

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$9M619K0.00%Q2 2026 05

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$5M326K0.00%Q2 2026 06

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$4M295K0.00%Q2 2026 07

STATE STREET CORP

CIK 0000093751

$4M256K0.00%Q2 2026 08

Cresset Asset Management, LLC

CIK 0001761013

$2M172K0.01%Q2 2026 09

Corient Private Wealth LLC

CIK 0001948780

$2M163K0.00%Q2 2026 10

UBS Group AG

CIK 0001610520

$2M135K0.00%Q2 2026 11

NORTHERN TRUST CORP

CIK 0000073124· Index

$2M122K0.00%Q2 2026 12

LPL Financial LLC

CIK 0001403438

$1M88K0.00%Q2 2026 13

Vanguard Global Advisers, LLC

CIK 0001811242· Index

$299K22K0.00%Q2 2026 14

CITIGROUP INC

CIK 0000831001

$215K15K0.00%Q2 2026 15

B. Riley Wealth Advisors, Inc.

CIK 0001464811

$149K46K0.01%Q3 2026 16

BANK OF AMERICA CORP /DE/

CIK 0000070858

$141K10K0.00%Q2 2026 17

WELLS FARGO & COMPANY/MN

CIK 0000072971

$52K4K0.00%Q2 2026 18

Covenant Asset Management, LLC

CIK 0001697717

$35K11K0.00%Q3 2026 19

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$23K2K0.00%Q2 2026 20

BARCLAYS PLC

CIK 0000312069

$23K2K0.00%Q2 2026

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