AI Holders Summary · Q1 2026

49 institutions reported CAPE in Q1 2026. STRAIGHTLINE GROUP LLC leads at 18.8% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

STRAIGHTLINE GROUP LLC

CIK 0001444864

$29M936K14.36%Q1 2026 02

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

CIK 0001812177

$26M808K6.61%Q2 2026 03

FOUNDATIONS INVESTMENT ADVISORS, LLC

CIK 0001743404

$23M732K0.28%Q1 2026 04

Evensky & Katz LLC

CIK 0001357867

$15M490K0.86%Q1 2026 05

UBS Group AG

CIK 0001610520

$12M402K0.00%Q1 2026 06

WADDELL & ASSOCIATES, LLC

CIK 0001776757

$11M329K0.53%Q2 2026 07

Santori & Peters, Inc.

CIK 0001730959

$8M235K2.15%Q2 2026 08

HF Advisory Group, LLC

CIK 0001963169

$5M150K1.50%Q2 2026 09

Clear Point Advisors Inc.

CIK 0002010474

$4M123K3.54%Q2 2026 10

BANK OF MONTREAL /CAN/

CIK 0000927971

$4M119K0.00%Q1 2026 11

Csenge Advisory Group

CIK 0001715593

$3M98K0.14%Q1 2026 12

Main Street Financial Solutions, LLC

CIK 0001763350

$3M94K0.21%Q1 2026 13

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$3M86K0.00%Q1 2026 14

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CIK 0001818604

$2M74K0.14%Q2 2026 15

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$2M51K0.00%Q1 2026 16

Socha Financial Group, LLC

CIK 0001967966

$2M47K0.62%Q2 2026 17

Southeast Asset Advisors, LLC

CIK 0001390003

$1M34K0.11%Q1 2026 18

CITADEL ADVISORS LLC

CIK 0001423053

$899K28K0.00%Q4 2025 19

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$894K29K0.00%Q1 2026 20

Capital Investment Advisors, LLC

CIK 0001582732

$736K23K0.01%Q2 2026

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