AI Holders Summary · Q2 2026

35 institutions reported ARB in Q2 2026. CANTOR FITZGERALD INVESTMENT ADVISORS L.P. leads at 16.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

CANTOR FITZGERALD INVESTMENT ADVISORS L.P.

CIK 0001710477

$18M621K1.24%Q2 2026 02

EP Wealth Advisors, LLC

CIK 0001540569

$12M396K0.06%Q1 2026 03

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

CIK 0001133639

$11M359K0.09%Q1 2026 04

LongView Asset Management LLC

CIK 0002053960

$10M356K7.23%Q4 2025 05

Orion Portfolio Solutions, LLC

CIK 0001802647

$10M366K0.05%Q1 2025 06

ASSETMARK, INC

CIK 0001344551

$8M268K0.02%Q4 2025 07

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$7M245K0.00%Q1 2026 08

Legend Financial Advisors, Inc.

CIK 0001781948

$6M189K3.18%Q2 2026 09

Orion Porfolio Solutions, LLC

CIK 0001360533

$5M163K0.04%Q1 2026 10

HighTower Advisors, LLC

CIK 0001462245

$4M141K0.00%Q1 2026 11

DIVERSIFY WEALTH MANAGEMENT, LLC

CIK 0002030780

$4M128K0.07%Q1 2026 12

Dynamic Advisor Solutions LLC

CIK 0001599747

$3M89K0.07%Q2 2026 13

PFG Advisors

CIK 0001694435

$3M86K0.13%Q2 2026 14

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M76K0.00%Q1 2026 15

Steward Partners Investment Advisory, LLC

CIK 0001723397

$2M64K0.01%Q1 2026 16

Advisory Services Network, LLC

CIK 0001573876

$2M64K0.02%Q1 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M59K0.00%Q1 2026 18

Cetera Investment Advisers

CIK 0001666741

$2M54K0.00%Q1 2026 19

Sonoma Allocations LLC

CIK 0002084965

$1M40K0.37%Q2 2026 20

Columbus Macro, LLC

CIK 0001727269

$1M37K0.11%Q2 2026

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