AI Holders Summary · Q2 2026

67 institutions reported FAB in Q2 2026. LPL Financial LLC leads at 14.5% 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

LPL Financial LLC

CIK 0001403438

$8M78K0.00%Q2 2026 02

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$7M66K0.00%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$6M61K0.00%Q2 2026 04

WELLS FARGO & COMPANY/MN

CIK 0000072971

$5M46K0.00%Q2 2026 05

OSAIC HOLDINGS, INC.

CIK 0001677044

$4M43K0.01%Q2 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$4M37K0.00%Q2 2026 07

626 Financial, LLC

CIK 0001911035

$4M35K1.39%Q2 2026 08

CITADEL ADVISORS LLC

CIK 0001423053

$3M34K0.00%Q2 2026 09

STIFEL FINANCIAL CORP

CIK 0000720672

$2M18K0.00%Q2 2026 10

Proactive Wealth Strategies LLC

CIK 0002043129

$2M16K0.25%Q2 2026 11

Baird Financial Group, Inc.

CIK 0001648711

$2M16K0.00%Q2 2026 12

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M15K0.00%Q2 2026 13

GOLDMAN SACHS GROUP INC

CIK 0000886982

$1M11K0.00%Q2 2026 14

Private Advisor Group, LLC

CIK 0001567755

$1M10K0.00%Q2 2026 15

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$951K9K0.00%Q2 2026 16

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$947K9K0.01%Q2 2026 17

Quad-Cities Investment Group, LLC

CIK 0001741426

$866K9K0.31%Q2 2026 18

UBS Group AG

CIK 0001610520

$768K8K0.00%Q2 2026 19

Rockefeller Capital Management L.P.

CIK 0001739439

$759K7K0.00%Q2 2026 20

Avidian Wealth Enterprises, LLC

CIK 0001471474

$743K7K0.02%Q2 2026

Page 1 of 4

47 more holders available. Log in →