AI Holders Summary · Q2 2026

29 institutions reported GEQ in Q2 2026. Cresset Asset Management, LLC leads at 16.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Cresset Asset Management, LLC

CIK 0001761013

$15M293K0.05%Q2 2026 02

Vise Technologies, Inc.

CIK 0001812090

$14M280K0.16%Q2 2026 03

FRANKLIN RESOURCES INC

CIK 0000038777

$10M204K0.00%Q2 2026 04

Robertson Stephens Wealth Management, LLC

CIK 0001767307

$9M180K0.23%Q2 2026 05

Stokes Family Office, LLC

CIK 0001802278

$9M173K1.03%Q2 2026 06

Berger Financial Group, Inc

CIK 0001826136

$8M162K0.42%Q2 2026 07

FIDUCIENT ADVISORS LLC

CIK 0001729866

$4M77K0.57%Q2 2026 08

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

CIK 0001766995

$3M63K0.68%Q2 2026 09

MAI Capital Management

CIK 0001040197

$2M45K0.01%Q2 2026 10

Forthright Family Wealth Advisory LLC

CIK 0002008648

$2M40K1.16%Q2 2026 11

Well Done, LLC

CIK 0001667132

$2M39K0.27%Q2 2026 12

HighTower Advisors, LLC

CIK 0001462245

$2M39K0.00%Q2 2026 13

Walkner Condon Financial Advisors LLC

CIK 0001817494

$2M34K0.20%Q2 2026 14

Wealthcare Advisory Partners LLC

CIK 0001683059

$1M27K0.03%Q2 2026 15

Goepper Burkhardt LLC

CIK 0001844142

$1M23K0.35%Q2 2026 16

NewEdge Advisors, LLC

CIK 0001633516

$1M23K0.00%Q2 2026 17

Sanctuary Advisors, LLC

CIK 0001777271

$999K20K0.00%Q2 2026 18

Pacific Sage Partners, LLC

CIK 0001936845

$994K19K0.14%Q2 2026 19

BAKER BOYER NATIONAL BANK

CIK 0001079398

$961K19K0.26%Q2 2026 20

A4 Wealth Advisors LLC

CIK 0002033987

$862K17K0.57%Q2 2026

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