AI Holders Summary · Q1 2026

745 institutions reported IDEV in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 23.7% 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

$4.1B49.6M0.30%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$2.1B25.1M0.04%Q1 2026 03

Creative Planning

CIK 0001540235

$1.6B19.1M1.08%Q1 2026 04

BANK OF KOREA

CIK 0001965704

$1.2B14.0M28.31%Q1 2026 05

MORGAN STANLEY

CIK 0000895421

$1.1B13.3M0.07%Q1 2026 06

AMERIPRISE FINANCIAL INC

CIK 0000820027

$1.1B13.1M0.25%Q1 2026 07

SEI INVESTMENTS CO

CIK 0000350894

$1.0B12.4M0.96%Q1 2026 08

PNC FINANCIAL SERVICES GROUP, INC.

CIK 0000713676

$965M11.7M0.58%Q4 2025 09

Richard Bernstein Advisors LLC

CIK 0001528214

$516M6.2M14.98%Q1 2026 10

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$476M5.7M0.13%Q1 2026 11

CITIGROUP INC

CIK 0000831001

$465M5.6M0.20%Q1 2026 12

Cerity Partners LLC

CIK 0001566475

$456M5.5M0.64%Q1 2026 13

JPMORGAN CHASE & CO

CIK 0000019617

$375M4.6M0.02%Q1 2026 14

Horizon Investments, LLC

CIK 0001560717

$318M3.9M4.03%Q4 2025 15

Focus Partners Advisor Solutions, LLC

CIK 0001868872

$316M3.8M3.18%Q1 2026 16

Bank of Finland

CIK 0001844891

$294M3.3M19.05%Q2 2026 17

Focus Partners Wealth

CIK 0001542153

$290M3.5M0.33%Q4 2025 18

Savant Capital, LLC

CIK 0001482880

$275M3.3M1.33%Q1 2026 19

Heritage Financial Services, LLC

CIK 0001752035

$270M3.3M22.57%Q4 2025 20

Cetera Investment Advisers

CIK 0001666741

$260M3.1M0.28%Q1 2026

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