AI Holders Summary · Q2 2026

22 institutions reported CRT in Q2 2026. SoftVest Advisors, LLC leads at 68.9% 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

SoftVest Advisors, LLC

CIK 0001803391

$8M925K0.91%Q2 2026 02

Ashton Thomas Private Wealth, LLC

CIK 0002019663

$2M240K0.05%Q2 2026 03

Beacon Pointe Advisors, LLC

CIK 0001744317

$626K69K0.00%Q2 2026 04

MORGAN STANLEY

CIK 0000895421

$190K21K0.00%Q2 2026 05

Welch Group, LLC

CIK 0001443095

$151K17K0.01%Q2 2026 06

WADDELL & ASSOCIATES, LLC

CIK 0001776757

$144K16K0.01%Q2 2026 07

XTX Topco Ltd

CIK 0001828301

$99K11K0.00%Q2 2026 08

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$97K11K0.00%Q2 2026 09

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

CIK 0001423442

$96K11K0.00%Q2 2026 10

PNC FINANCIAL SERVICES GROUP, INC.

CIK 0000713676

$80K10K0.00%Q4 2025 11

UBS Group AG

CIK 0001610520

$68K8K0.00%Q2 2026 12

WELLS FARGO & COMPANY/MN

CIK 0000072971

$18K2K0.00%Q2 2026 13

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$16K2K0.00%Q2 2026 14

BNP PARIBAS FINANCIAL MARKETS

CIK 0001166588

$7K8140.00%Q2 2026 15

OSAIC HOLDINGS, INC.

CIK 0001677044

$7K7350.00%Q2 2026 16

FIRST HORIZON CORP

CIK 0000036966

$9041000.00%Q2 2026 17

BlackRock, Inc.

CIK 0002012383

$150170.00%Q2 2026 18

CoreCap Advisors, LLC

CIK 0001902501

$118130.00%Q2 2026 19

Steward Partners Investment Advisory, LLC

CIK 0001723397

$99110.00%Q2 2026 20

Caitong International Asset Management Co., Ltd

CIK 0001963355

$5460.00%Q2 2026

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