AI Holders Summary · Q3 2026

57 institutions reported CPAI in Q3 2026. Counterpoint Mutual Funds LLC leads at 25.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Counterpoint Mutual Funds LLC

CIK 0001698461

$81M1.6M6.98%Q3 2026 02

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$37M706K0.01%Q2 2026 03

LPL Financial LLC

CIK 0001403438

$33M633K0.01%Q2 2026 04

Arax Advisory Partners

CIK 0001586767

$22M426K0.15%Q2 2026 05

Amplius Wealth Advisors, LLC

CIK 0001900584

$20M378K1.34%Q3 2026 06

U.S. Capital Wealth Advisors, LLC

CIK 0001808915

$15M362K0.38%Q1 2026 07

INSIGNEO ADVISORY SERVICES, LLC

CIK 0001964958

$14M264K0.51%Q2 2026 08

Nilsine Partners, LLC

CIK 0001913043

$12M230K0.83%Q2 2026 09

Cetera Investment Advisers

CIK 0001666741

$12M229K0.01%Q2 2026 10

Private Advisor Group, LLC

CIK 0001567755

$11M219K0.05%Q2 2026 11

OSAIC HOLDINGS, INC.

CIK 0001677044

$8M155K0.01%Q2 2026 12

Inscription Capital, LLC

CIK 0001767868

$8M153K0.71%Q2 2026 13

INDEPENDENT FINANCIAL GROUP, LLC

CIK 0000275484

$7M133K0.12%Q3 2026 14

ROYAL BANK OF CANADA

CIK 0001000275

$6M123K0.00%Q2 2026 15

NewEdge Advisors, LLC

CIK 0001633516

$6M111K0.02%Q2 2026 16

Steward Partners Investment Advisory, LLC

CIK 0001723397

$5M104K0.03%Q2 2026 17

Concurrent Investment Advisors, LLC

CIK 0002001015

$5M103K0.04%Q3 2026 18

STIFEL FINANCIAL CORP

CIK 0000720672

$5M87K0.00%Q2 2026 19

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$4M84K0.01%Q2 2026 20

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$3M55K0.00%Q3 2026

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