AI Holders Summary · Q1 2026

21 institutions reported IDAI in Q1 2026. Potomac Capital Management, Inc. leads at 42.9% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

Potomac Capital Management, Inc.

CIK 0001418746

$385K161K0.33%Q1 2026 02

Kestra Advisory Services, LLC

CIK 0001830819

$96K49K0.00%Q2 2026 03

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$94K47K0.00%Q2 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$78K40K0.00%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$69K35K0.00%Q2 2026 06

UBS Group AG

CIK 0001610520

$48K24K0.00%Q2 2026 07

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$44K22K0.00%Q2 2026 08

XTX Topco Ltd

CIK 0001828301

$36K18K0.00%Q2 2026 09

C2C Wealth Management, LLC

CIK 0001868903

$20K10K0.02%Q2 2026 10

MidFirst Bank

CIK 0002077076

$15K8K0.00%Q2 2026 11

Tower Research Capital LLC (TRC)

CIK 0001533421

$7K4K0.00%Q2 2026 12

WEST PACES ADVISORS INC.

CIK 0002004720

$2K8660.00%Q2 2026 13

WELLS FARGO & COMPANY/MN

CIK 0000072971

$6593330.00%Q2 2026 14

BARCLAYS PLC

CIK 0000312069

$2001010.00%Q2 2026 15

MORGAN STANLEY

CIK 0000895421

$158800.00%Q2 2026 16

Tradewinds Capital Management, LLC

CIK 0001616026

$66330.00%Q2 2026 17

SBI Securities Co., Ltd.

Caitong International Asset Management Co., Ltd

CIK 0001963355

$210.00%Q2 2026 20

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CIK 0000752798

$00—Q2 2025

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