AI Holders Summary · Q2 2026

25 institutions reported GAMR in Q2 2026. LPL Financial LLC leads at 25.9% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

LPL Financial LLC

CIK 0001403438

$2M21K0.00%Q2 2026 02

Phoenix Wealth Advisors

CIK 0001842362

$1M15K0.47%Q2 2026 03

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$1M16K0.00%Q1 2026 04

FLOW TRADERS U.S. LLC

CIK 0001466697· Market maker

$960K13K0.03%Q1 2026 05

CITADEL ADVISORS LLC

CIK 0001423053

$814K9K0.00%Q4 2025 06

Financial Partners Group, Inc

CIK 0001731169

$310K3K0.03%Q2 2026 07

RETIREMENT INCOME SOLUTIONS, INC

CIK 0001730386

$217K3K0.04%Q2 2026 08

SIGNATUREFD, LLC

CIK 0001456048

$181K2K0.00%Q2 2026 09

OSAIC HOLDINGS, INC.

CIK 0001677044

$171K2K0.00%Q2 2026 10

Ashton Thomas Private Wealth, LLC

CIK 0002019663

$108K1K0.00%Q2 2026 11

Integrated Wealth Concepts LLC

CIK 0001737109

$20K2260.00%Q2 2026 12

EFG International AG

CIK 0002109868

$19K2050.00%Q2 2026 13

First Bancorp, Inc /ME/

CIK 0000765207

$12K1280.00%Q2 2026 14

MORGAN STANLEY

CIK 0000895421

$11K1200.00%Q2 2026 15

Spire Wealth Management

CIK 0001858740

$10K1050.00%Q2 2026 16

BROWN, LISLE/CUMMINGS, INC.

CIK 0000014745

$8K1120.00%Q1 2026 17

ORG Partners LLC

CIK 0001979372

$7K770.00%Q4 2025 18

Golden State Equity Partners

CIK 0001845003

$6K770.00%Q1 2026 19

BANK OF MONTREAL /CAN/

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