AI Holders Summary · Q2 2026

47 institutions reported COPY in Q2 2026. PINNACLE ASSOCIATES LTD leads at 22.5% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

PINNACLE ASSOCIATES LTD

CIK 0000743127

$20M1.4M0.22%Q2 2026 02

ROYAL BANK OF CANADA

CIK 0001000275

$14M961K0.00%Q2 2026 03

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$10M700K0.00%Q1 2026 04

Pinnacle Wealth Management Advisory Group, LLC

CIK 0001631864

$10M650K0.57%Q2 2026 05

LPL Financial LLC

CIK 0001403438

$6M417K0.00%Q2 2026 06

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

CIK 0001109767

$5M331K0.23%Q2 2026 07

NKCFO LLC

CIK 0001757282

$4M324K1.32%Q1 2026 08

DKM Wealth Management, Inc.

CIK 0002055833

$3M218K2.10%Q2 2026 09

Sanctuary Advisors, LLC

CIK 0001777271

$3M187K0.01%Q2 2026 10

EverSource Wealth Advisors, LLC

CIK 0001710537

$3M181K0.09%Q2 2026 11

NewEdge Advisors, LLC

CIK 0001633516

$2M152K0.01%Q2 2026 12

Steward Partners Investment Advisory, LLC

CIK 0001723397

$2M115K0.01%Q2 2026 13

D.A. DAVIDSON & CO.

CIK 0001080107

$2M103K0.01%Q2 2026 14

GREAT VALLEY ADVISOR GROUP, INC.

CIK 0001769897

$1M101K0.02%Q2 2026 15

Arete Wealth Advisors, LLC

CIK 0001600151

$1M93K0.09%Q2 2026 16

OPPENHEIMER & CO INC

CIK 0000822581

$991K67K0.01%Q2 2026 17

Mutual Advisors, LLC

CIK 0001694080

$978K71K0.02%Q1 2026 18

GTS SECURITIES LLC

CIK 0001452765· Market maker

$689K47K0.01%Q2 2026 19

INGALLS & SNYDER LLC

CIK 0001041885

$548K40K0.02%Q1 2026 20

PFG Investments, LLC

CIK 0001973224

$399K27K0.02%Q2 2026

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