AI Holders Summary · Q1 2026

569 institutions reported CWB in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 15.4% 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

BANK OF AMERICA CORP /DE/

CIK 0000070858

$243M2.7M0.02%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$147M1.6M0.01%Q1 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$137M1.5M0.03%Q1 2026 04

LPL Financial LLC

CIK 0001403438

$114M1.3M0.03%Q1 2026 05

BESSEMER GROUP INC

CIK 0001054074

$111M1.2M0.17%Q1 2026 06

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$103M1.1M0.06%Q1 2026 07

ASSETMARK, INC

CIK 0001344551

$81M912K0.17%Q4 2025 08

AMERIPRISE FINANCIAL INC

CIK 0000820027

$77M841K0.02%Q1 2026 09

Orion Portfolio Solutions, LLC

CIK 0001802647

$75M971K0.37%Q1 2025 10

PNC FINANCIAL SERVICES GROUP, INC.

CIK 0000713676

$66M735K0.04%Q4 2025 11

DEUTSCHE BANK AG\

CIK 0000948046

$63M684K0.02%Q1 2026 12

Goodman Advisory Group, LLC

CIK 0001864123

$48M523K12.42%Q1 2026 13

UBS Group AG

CIK 0001610520

$45M487K0.01%Q1 2026 14

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$42M455K0.01%Q1 2026 15

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$41M449K0.01%Q1 2026 16

GOLDMAN SACHS GROUP INC

CIK 0000886982

$41M446K0.00%Q1 2026 17

BANK OF MONTREAL /CAN/

CIK 0000927971

$40M438K0.01%Q1 2026 18

One Wealth Map LLC

CIK 0001802635

$38M371K17.78%Q1 2026 19

ROYAL BANK OF CANADA

CIK 0001000275

$35M384K0.01%Q1 2026 20

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

CIK 0001133639

$34M374K0.29%Q1 2026

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