AI Holders Summary · Q2 2026

789 institutions reported IDEV in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 24.5% 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

$4.6B51.8M0.30%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

$2.4B27.2M0.04%Q2 2026 03

Creative Planning

CIK 0001540235

$1.7B18.8M0.98%Q2 2026 04

MORGAN STANLEY

CIK 0000895421

$1.3B14.1M0.07%Q2 2026 05

SEI INVESTMENTS CO

CIK 0000350894

$1.2B13.0M1.02%Q2 2026 06

AMERIPRISE FINANCIAL INC

CIK 0000820027

$1.1B12.8M0.23%Q2 2026 07

BANK OF KOREA

CIK 0001965704

$1.0B11.3M25.79%Q2 2026 08

PNC FINANCIAL SERVICES GROUP, INC.

CIK 0000713676

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

Cerity Partners LLC

CIK 0001566475

$568M6.4M0.69%Q2 2026 10

Richard Bernstein Advisors LLC

CIK 0001528214

$516M6.2M14.98%Q1 2026 11

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$510M5.7M0.12%Q2 2026 12

CITIGROUP INC

CIK 0000831001

$445M5.0M0.15%Q2 2026 13

JPMORGAN CHASE & CO

CIK 0000019617

$427M4.8M0.02%Q2 2026 14

Focus Partners Advisor Solutions, LLC

CIK 0001868872

$356M4.0M3.02%Q2 2026 15

Focus Partners Wealth

CIK 0001542153

$331M3.7M0.34%Q2 2026 16

Horizon Investments, LLC

CIK 0001560717

$323M3.6M3.54%Q2 2026 17

Savant Capital, LLC

CIK 0001482880

$312M3.5M0.92%Q2 2026 18

Cetera Investment Advisers

CIK 0001666741

$293M3.3M0.27%Q2 2026 19

ALESCO ADVISORS LLC

CIK 0001269978

$274M3.1M6.29%Q2 2026 20

Heritage Financial Services, LLC

CIK 0001752035

$270M3.3M22.57%Q4 2025

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