AI Holders Summary · Q2 2026

93 institutions reported FLTB in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 22.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

BANK OF AMERICA CORP /DE/

CIK 0000070858

$46M923K0.00%Q2 2026 02

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$22M446K0.01%Q2 2026 03

UBS Group AG

CIK 0001610520

$22M430K0.00%Q2 2026 04

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$18M367K0.02%Q2 2026 05

MORGAN STANLEY

CIK 0000895421

$17M333K0.00%Q2 2026 06

LPL Financial LLC

CIK 0001403438

$11M219K0.00%Q2 2026 07

Holos Integrated Wealth LLC

CIK 0002080096

$10M199K4.64%Q2 2026 08

OSAIC HOLDINGS, INC.

CIK 0001677044

$8M163K0.01%Q2 2026 09

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$7M137K0.02%Q1 2026 10

ROYAL BANK OF CANADA

CIK 0001000275

$6M130K0.00%Q2 2026 11

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$6M114K0.00%Q2 2026 12

Kestra Advisory Services, LLC

CIK 0001830819

$5M107K0.02%Q2 2026 13

Regal Investment Advisors LLC

CIK 0001559789

$5M94K0.25%Q2 2026 14

Sanctuary Advisors, LLC

CIK 0001777271

$4M82K0.02%Q2 2026 15

Salus Financial Advisors, LLC

CIK 0002056601

$4M79K1.96%Q2 2026 16

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$4M75K0.00%Q2 2026 17

Savant Capital, LLC

CIK 0001482880

$3M66K0.01%Q2 2026 18

Cetera Investment Advisers

CIK 0001666741

$3M64K0.00%Q2 2026 19

Merkkuri Wealth Advisors LLC

CIK 0002040317

$3M61K1.88%Q2 2026 20

OLD MISSION CAPITAL LLC

CIK 0001455915

$3M55K0.04%Q2 2026

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