AI Holders Summary · Q2 2026

77 institutions reported COM in Q2 2026. HighTower Advisors, LLC leads at 27.7% 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

HighTower Advisors, LLC

CIK 0001462245

$27M842K0.03%Q2 2026 02

Pitcairn Wealth Advisors LLC

CIK 0002089089

$15M450K1.61%Q2 2026 03

Pasadena Private Wealth, LLC

CIK 0001760578

$9M265K1.10%Q2 2026 04

Encompass More Asset Management

CIK 0002011218

$6M181K0.89%Q3 2026 05

Global View Capital Management LLC

CIK 0001994495

$6M176K1.18%Q2 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$4M131K0.00%Q2 2026 07

Ifrah Financial Services, Inc.

CIK 0001382646

$4M117K1.03%Q3 2026 08

LPL Financial LLC

CIK 0001403438

$3M102K0.00%Q2 2026 09

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

CIK 0001109767

$3M96K0.15%Q2 2026 10

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$3M90K0.00%Q2 2026 11

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$3M84K0.01%Q1 2026 12

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$3M75K0.00%Q1 2026 13

Compass Financial Group, Inc.

CIK 0001666910

$2M62K0.86%Q2 2026 14

UMB Bank, n.a.

CIK 0000933429

$2M61K0.03%Q2 2026 15

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$2M55K0.00%Q2 2026 16

Essential Partners LLC

CIK 0002136442

$2M49K0.78%Q3 2026 17

IFP Advisors, Inc

CIK 0001641866

$2M49K0.03%Q3 2026 18

Rooted Wealth Advisors, Inc.

CIK 0001963732

$2M47K0.37%Q2 2026 19

THOR INVESTMENT MANAGEMENT INC /OH/ /ADV

CIK 0000883734

$1M40K0.79%Q3 2026 20

Avestar Capital, LLC

CIK 0001704404

$1M37K0.07%Q2 2026

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