AI Holders Summary · Q4 2025

723 institutions reported AIQ in Q4 2025. PNC FINANCIAL SERVICES GROUP, INC. leads at 30.0% 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

$598M9.1M0.04%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$349M5.3M0.02%Q2 2026 04

LPL Financial LLC

CIK 0001403438

$341M5.2M0.08%Q2 2026 05

UBS Group AG

CIK 0001610520

$292M4.4M0.04%Q2 2026 06

WELLS FARGO & COMPANY/MN

CIK 0000072971

$116M1.8M0.02%Q2 2026 07

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$112M1.7M0.06%Q2 2026 08

Cetera Investment Advisers

CIK 0001666741

$109M1.7M0.10%Q2 2026 09

Hancock Prospecting Pty Ltd

CIK 0002017993

$98M1.5M1.72%Q2 2026 10

JPMORGAN CHASE & CO

CIK 0000019617

$98M1.5M0.01%Q2 2026 11

ROYAL BANK OF CANADA

CIK 0001000275

$94M1.4M0.01%Q2 2026 12

Neuberger Berman Group LLC

CIK 0001465109

$94M1.4M0.06%Q2 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$87M1.3M0.02%Q2 2026 14

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$46M701K0.06%Q2 2026 15

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$44M664K0.01%Q2 2026 16

FIL Ltd

CIK 0000318989

$43M662K0.03%Q2 2026 17

VALLEY WEALTH MANAGERS, INC.

CIK 0000924166

$41M618K2.34%Q2 2026 18

OSAIC HOLDINGS, INC.

CIK 0001677044

$39M597K0.05%Q2 2026 19

ASSETMARK, INC

CIK 0001344551

$37M567K0.06%Q2 2026 20

OLD MISSION CAPITAL LLC

CIK 0001455915

$37M557K0.58%Q2 2026

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