AI Holders Summary · Q2 2026

23 institutions reported EQTY in Q2 2026. Focus Partners Wealth leads at 98.4% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

Focus Partners Wealth

CIK 0001542153

$1.2B43.9M1.26%Q2 2026 02

ROYAL BANK OF CANADA

CIK 0001000275

$4M157K0.00%Q2 2026 03

Permanent Capital Management, LP

CIK 0002054108

$4M138K0.52%Q2 2026 04

Delta Wealth Advisors LLC

CIK 0001970701

$3M114K2.28%Q2 2026 05

MML INVESTORS SERVICES, LLC

CIK 0000701059

$3M110K0.01%Q2 2026 06

Stratos Wealth Advisors, LLC

CIK 0001707202

$1M53K0.08%Q2 2026 07

BANK OF MONTREAL /CAN/

CIK 0000927971

$703K25K0.00%Q2 2026 08

GTS SECURITIES LLC

CIK 0001452765· Market maker

$562K20K0.01%Q2 2026 09

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$501K18K0.00%Q2 2026 10

Chicago Partners Investment Group LLC

CIK 0001563525

$401K14K0.01%Q2 2026 11

CITADEL ADVISORS LLC

CIK 0001423053

$326K12K0.00%Q2 2026 12

JPMORGAN CHASE & CO

CIK 0000019617

$324K12K0.00%Q2 2026 13

NORTHERN TRUST CORP

CIK 0000073124· Index

$255K9K0.00%Q2 2026 14

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$224K8K0.00%Q2 2026 15

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$210K8K0.00%Q2 2026 16

MORGAN STANLEY

CIK 0000895421

$133K5K0.00%Q2 2026 17

Eukles Asset Management

CIK 0001632553

$85K3K0.04%Q2 2026 18

Basepoint Wealth LLC

CIK 0002088236

$71K3K0.04%Q2 2026 19

Glen Eagle Advisors, LLC

CIK 0002029317

$46K2K0.01%Q2 2026 20

UBS Group AG

CIK 0001610520

$44K2K0.00%Q2 2026

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