AI Holders Summary · Q1 2026

54 institutions reported CIK in Q1 2026. LPL Financial LLC leads at 27.8% 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

LPL Financial LLC

CIK 0001403438

$3M1.2M0.00%Q1 2026 02

Shaker Financial Services, LLC

CIK 0001511794

$2M868K0.67%Q2 2026 03

Invesco Ltd.

CIK 0000914208

$1M459K0.00%Q1 2026 04

Fiera Capital Corp

CIK 0001505817

$1M399K0.00%Q1 2026 05

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$983K384K0.01%Q1 2026 06

BANK OF AMERICA CORP /DE/

CIK 0000070858

$607K237K0.00%Q1 2026 07

IMS Capital Management

CIK 0001343916

$363K124K0.17%Q3 2025 08

WELLS FARGO & COMPANY/MN

CIK 0000072971

$352K138K0.00%Q1 2026 09

OSAIC HOLDINGS, INC.

CIK 0001677044

$207K81K0.00%Q1 2026 10

Dynamic Advisor Solutions LLC

CIK 0001599747

$182K73K0.01%Q2 2026 11

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$165K64K0.00%Q1 2026 12

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$153K60K0.00%Q1 2026 13

WEDBUSH SECURITIES INC

CIK 0001142495

$147K58K0.00%Q1 2026 14

Janney Montgomery Scott LLC

CIK 0001329948

$141K55K0.00%Q1 2026 15

NOMURA HOLDINGS INC

CIK 0001163653

$128K50K0.00%Q1 2026 16

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$113K44K0.00%Q1 2026 17

MORGAN STANLEY

CIK 0000895421

$111K43K0.00%Q1 2026 18

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$107K43K0.06%Q2 2026 19

Capital Investment Advisors, LLC

CIK 0001582732

$106K42K0.00%Q1 2026 20

BOOTHBAY FUND MANAGEMENT, LLC

CIK 0001549230

$87K34K0.00%Q1 2026

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