AI Holders Summary · Q2 2026

54 institutions reported CWS in Q2 2026. CIBC WORLD MARKET INC. leads at 19.6% 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

CIBC WORLD MARKET INC.

CIK 0001421224

$9M127K0.01%Q2 2026 02

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$6M86K0.01%Q1 2026 03

Cetera Investment Advisers

CIK 0001666741

$5M67K0.00%Q2 2026 04

OSAIC HOLDINGS, INC.

CIK 0001677044

$4M64K0.01%Q2 2026 05

Kestra Advisory Services, LLC

CIK 0001830819

$4M59K0.01%Q2 2026 06

Mason & Associates Inc

CIK 0001917686

$3M48K0.53%Q2 2026 07

LPL Financial LLC

CIK 0001403438

$3M38K0.00%Q2 2026 08

Stone Wealth Partners

CIK 0001813454

$2M33K1.63%Q2 2026 09

STIFEL FINANCIAL CORP

CIK 0000720672

$1M19K0.00%Q2 2026 10

TrueWealth Advisors, LLC

CIK 0001817714

$1M16K0.24%Q2 2026 11

Patriot Financial Group Insurance Agency, LLC

CIK 0001694883

$818K12K0.08%Q2 2026 12

D.A. DAVIDSON & CO.

CIK 0001080107

$803K12K0.00%Q2 2026 13

GC Wealth Management RIA, LLC

CIK 0002011169

$729K11K0.04%Q2 2026 14

Regatta Research & Money Management

CIK 0002137529

$704K10K0.67%Q2 2026 15

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$621K9K0.00%Q2 2026 16

THRIVENT FINANCIAL FOR LUTHERANS

CIK 0000314984

$604K9K0.00%Q1 2026 17

Perennial Investment Advisors, LLC

CIK 0001801523

$534K8K0.04%Q2 2026 18

Millstone Evans Group, LLC

CIK 0002041943

$533K8K0.29%Q2 2026 19

Integrated Advisors Network LLC

CIK 0001660177

$507K7K0.02%Q2 2026 20

United Advisor Group, LLC

CIK 0002004873

$457K7K0.05%Q2 2026

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