AI Holders Summary · Q2 2026

25 institutions reported IG in Q2 2026. PRINCIPAL SECURITIES, INC. leads at 41.8% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

PRINCIPAL SECURITIES, INC.

CIK 0000012600

$133M6.4M1.60%Q2 2026 02

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$131M6.3M0.03%Q2 2026 03

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$21M1.0M0.01%Q2 2026 04

Spartan Wealth Advisory Services LLC

CIK 0002075193

$11M525K0.89%Q2 2026 05

Insight Wealth Partners, LLC

CIK 0001627003

$5M257K0.71%Q2 2026 06

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

CIK 0002131510

$5M244K2.37%Q2 2026 07

Western Wealth Management, LLC

CIK 0001767902

$5M219K0.15%Q2 2026 08

ROYAL BANK OF CANADA

CIK 0001000275

$2M118K0.00%Q2 2026 09

Mariner, LLC

CIK 0001373442

$2M96K0.00%Q2 2026 10

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$972K47K0.00%Q2 2026 11

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$748K36K0.00%Q1 2026 12

GOLDMAN SACHS GROUP INC

CIK 0000886982

$645K31K0.00%Q2 2026 13

LPL Financial LLC

CIK 0001403438

$323K16K0.00%Q2 2026 14

Callan Capital, LLC

CIK 0001542166

$243K12K0.02%Q1 2025 15

AlphaCore Capital LLC

CIK 0001713662

$243K12K0.00%Q2 2026 16

Gladstone Institutional Advisory LLC

CIK 0001766530

$201K10K0.01%Q2 2026 17

Smartleaf Asset Management LLC

CIK 0002010393

$32K2K0.00%Q2 2026 18

PRIVATE TRUST CO NA

CIK 0001277557

$21K1K0.00%Q2 2026 19

MORGAN STANLEY

CIK 0000895421

$17K8060.00%Q2 2026 20

Global Retirement Partners, LLC

CIK 0001749744

$12K5710.00%Q2 2026

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