AI Holders Summary · Q1 2026

85 institutions reported FLTB in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 21.9% 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

BANK OF AMERICA CORP /DE/

CIK 0000070858

$42M843K0.00%Q1 2026 02

UBS Group AG

CIK 0001610520

$23M451K0.00%Q1 2026 03

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$19M374K0.01%Q1 2026 04

MORGAN STANLEY

CIK 0000895421

$17M333K0.00%Q1 2026 05

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$17M328K0.02%Q1 2026 06

LPL Financial LLC

CIK 0001403438

$15M298K0.00%Q1 2026 07

Holos Integrated Wealth LLC

CIK 0002080096

$10M199K4.64%Q2 2026 08

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$7M137K0.02%Q1 2026 09

ROYAL BANK OF CANADA

CIK 0001000275

$6M125K0.00%Q1 2026 10

Global Retirement Partners, LLC

CIK 0001749744

$4M88K0.08%Q4 2025 11

Regal Investment Advisors LLC

CIK 0001559789

$4M88K0.25%Q1 2026 12

Kestra Advisory Services, LLC

CIK 0001830819

$4M82K0.02%Q1 2026 13

OSAIC HOLDINGS, INC.

CIK 0001677044

$4M80K0.01%Q1 2026 14

Salus Financial Advisors, LLC

CIK 0002056601

$4M73K2.15%Q1 2026 15

Sanctuary Advisors, LLC

CIK 0001777271

$4M72K0.02%Q1 2026 16

Cetera Investment Advisers

CIK 0001666741

$3M60K0.00%Q1 2026 17

Savant Capital, LLC

CIK 0001482880

$3M56K0.01%Q1 2026 18

ASSETMARK, INC

CIK 0001344551

$3M53K0.01%Q4 2025 19

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$3M54K0.00%Q1 2026 20

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$3M54K0.00%Q1 2026

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