AI Holders Summary · Q1 2026

60 institutions reported HERO in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 44.5% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

BANK OF AMERICA CORP /DE/

CIK 0000070858

$11M418K0.00%Q1 2026 02

LPL Financial LLC

CIK 0001403438

$3M135K0.00%Q1 2026 03

Daiwa Securities Group Inc.

CIK 0001481045

$2M79K0.01%Q1 2026 04

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$899K35K0.00%Q1 2026 05

Cetera Investment Advisers

CIK 0001666741

$858K33K0.00%Q1 2026 06

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$709K28K0.00%Q1 2026 07

U.S. Capital Wealth Advisors, LLC

CIK 0001808915

$691K27K0.02%Q1 2026 08

Focus Partners Wealth

CIK 0001542153

$674K21K0.00%Q4 2025 09

FLOW TRADERS U.S. LLC

CIK 0001466697· Market maker

$583K23K0.02%Q1 2026 10

OSAIC HOLDINGS, INC.

CIK 0001677044

$512K20K0.00%Q1 2026 11

Archford Capital Strategies, LLC

CIK 0001606609

$399K16K0.04%Q2 2026 12

NANO CAP NEW MILLENNIUM GROWTH FUND L P

CIK 0001277890

$386K15K0.36%Q1 2026 13

CreativeOne Wealth, LLC

CIK 0001739728

$336K13K0.01%Q1 2026 14

APPLETON PARTNERS INC/MA

CIK 0001055290

$313K12K0.02%Q1 2026 15

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$279K11K0.00%Q1 2026 16

Wolf Group Capital Advisors

CIK 0001579111

$271K11K0.09%Q1 2025 17

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$262K10K0.00%Q1 2026 18

GTS SECURITIES LLC

CIK 0001452765· Market maker

$254K10K0.01%Q1 2026 19

RFG Advisory, LLC

CIK 0001633387

$248K10K0.00%Q2 2026 20

Wealthfront Advisers LLC

CIK 0001763921

$219K8K0.00%Q1 2026

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