AI Holders Summary · Q4 2025

641 institutions reported AIQ in Q4 2025. PNC FINANCIAL SERVICES GROUP, INC. leads at 39.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

PNC FINANCIAL SERVICES GROUP, INC.

CIK 0000713676

$1.1B22.5M0.69%Q4 2025 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$411M8.8M0.03%Q1 2026 03

LPL Financial LLC

CIK 0001403438

$232M5.0M0.06%Q1 2026 04

MORGAN STANLEY

CIK 0000895421

$230M4.9M0.01%Q1 2026 05

UBS Group AG

CIK 0001610520

$187M4.0M0.03%Q1 2026 06

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$80M1.7M0.05%Q1 2026 07

Hancock Prospecting Pty Ltd

CIK 0002017993

$76M1.5M2.34%Q4 2025 08

Cetera Investment Advisers

CIK 0001666741

$73M1.6M0.08%Q1 2026 09

WELLS FARGO & COMPANY/MN

CIK 0000072971

$71M1.5M0.01%Q1 2026 10

JPMORGAN CHASE & CO

CIK 0000019617

$68M1.5M0.00%Q1 2026 11

ROYAL BANK OF CANADA

CIK 0001000275

$66M1.4M0.01%Q1 2026 12

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$56M1.2M0.02%Q1 2026 13

FIL Ltd

CIK 0000318989

$39M826K0.03%Q1 2026 14

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$34M721K0.05%Q1 2026 15

VALLEY WEALTH MANAGERS, INC.

CIK 0000924166

$33M651K2.12%Q4 2025 16

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$27M432K0.05%Q2 2026 17

Kestra Advisory Services, LLC

CIK 0001830819

$27M588K0.10%Q1 2026 18

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$26M551K0.01%Q1 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$24M516K0.04%Q1 2026 20

ASSETMARK, INC

CIK 0001344551

$23M449K0.05%Q4 2025

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