AI Holders Summary · Q2 2026

33 institutions reported AUID in Q2 2026. Wealthspire Advisors, LLC leads at 23.8% 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

Leo Wealth, LLC

CIK 0001912202

$225K173K0.02%Q1 2026 05

SIMON QUICK ADVISORS, LLC

CIK 0001692038

$185K173K0.01%Q2 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$157K147K0.00%Q2 2026 07

SCOGGIN MANAGEMENT LP

CIK 0001086416

$80K75K0.01%Q2 2026 08

HRT FINANCIAL LP

CIK 0001475597

$69K79K0.00%Q4 2025 09

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$62K58K0.00%Q2 2026 10

STATE STREET CORP

CIK 0000093751

$60K56K0.00%Q2 2026 11

XTX Topco Ltd

CIK 0001828301

$56K52K0.00%Q2 2026 12

Private Wealth Asset Management, LLC

CIK 0001883006

$28K26K0.00%Q2 2026 13

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$28K21K0.00%Q1 2026 14

GRANITE ISLANDS PRIVATE WEALTH, LLC

CIK 0002111372

$26K24K0.02%Q2 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$25K24K0.00%Q2 2026 16

Kestra Advisory Services, LLC

CIK 0001830819

$23K21K0.00%Q2 2026 17

Johnson Financial Group, Inc.

CIK 0001477024

$22K20K0.00%Q2 2026 18

Coastal Bridge Advisors, LLC

CIK 0001665976

$21K20K0.00%Q2 2026 19

Steward Partners Investment Advisory, LLC

CIK 0001723397

$9K9K0.00%Q2 2026 20

Vanguard Global Advisers, LLC

CIK 0001811242· Index

$6K5K0.00%Q2 2026

Page 1 of 2

13 more holders available. Log in →