AI Holders Summary · Q2 2026

30 institutions reported AUID in Q2 2026. Wealthspire Advisors, LLC leads at 29.3% 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

Wealthspire Advisors, LLC

CIK 0001646247

$592K554K0.00%Q2 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$438K409K0.00%Q2 2026 03

Allied Private Wealth LLC

CIK 0002132253

$375K318K0.24%Q2 2026 04

SCOGGIN MANAGEMENT LP

CIK 0001086416

$80K75K0.01%Q2 2026 05

HRT FINANCIAL LP

CIK 0001475597

$69K79K0.00%Q4 2025 06

Leo Wealth, LLC

CIK 0001912202

$66K173K0.01%Q3 2026 07

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$62K58K0.00%Q2 2026 08

STATE STREET CORP

CIK 0000093751

$60K56K0.00%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$56K147K0.00%Q3 2026 10

XTX Topco Ltd

CIK 0001828301

$56K52K0.00%Q2 2026 11

Private Wealth Asset Management, LLC

CIK 0001883006

$28K26K0.00%Q2 2026 12

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$28K21K0.00%Q1 2026 13

NORTHERN TRUST CORP

CIK 0000073124· Index

$25K24K0.00%Q2 2026 14

Johnson Financial Group, Inc.

CIK 0001477024

$22K20K0.00%Q2 2026 15

Coastal Bridge Advisors, LLC

CIK 0001665976

$21K20K0.00%Q2 2026 16

CITADEL ADVISORS LLC

CIK 0001423053

$12K11K0.00%Q2 2026 17

Steward Partners Investment Advisory, LLC

CIK 0001723397

$9K9K0.00%Q2 2026 18

GRANITE ISLANDS PRIVATE WEALTH, LLC

CIK 0002111372

$9K24K0.01%Q3 2026 19

Kestra Advisory Services, LLC

CIK 0001830819

$8K21K0.00%Q3 2026 20

Vanguard Global Advisers, LLC

CIK 0001811242· Index

$6K5K0.00%Q2 2026

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