AI Holders Summary · Q2 2026

49 institutions reported ITWO in Q2 2026. GOLDMAN SACHS GROUP INC leads at 22.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

GOLDMAN SACHS GROUP INC

CIK 0000886982

$25M523K0.00%Q2 2026 02

LPL Financial LLC

CIK 0001403438

$13M280K0.00%Q2 2026 03

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$10M221K0.30%Q2 2026 04

Bleakley Financial Group, LLC

CIK 0001936953

$10M209K0.13%Q2 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$10M203K0.00%Q2 2026 06

SageGuard Financial Group, LLC

CIK 0001861378

$5M100K0.66%Q2 2026 07

BARCLAYS PLC

CIK 0000312069

$5M100K0.00%Q2 2026 08

UBS Group AG

CIK 0001610520

$5M100K0.00%Q2 2026 09

SG Americas Securities, LLC

CIK 0001313360

$4M100K0.00%Q1 2026 10

Steward Partners Investment Advisory, LLC

CIK 0001723397

$4M78K0.02%Q2 2026 11

Kingsview Wealth Management, LLC

CIK 0001791965

$4M75K0.04%Q2 2026 12

JPMORGAN CHASE & CO

CIK 0000019617

$3M68K0.00%Q2 2026 13

MJP ASSOCIATES INC /ADV

CIK 0000715113

$2M49K0.25%Q2 2026 14

Advisor OS, LLC

CIK 0001767580

$2M49K0.15%Q2 2026 15

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M40K0.00%Q2 2026 16

ROYAL BANK OF CANADA

CIK 0001000275

$2M39K0.00%Q2 2026 17

Equitable Holdings, Inc.

CIK 0001333986

$1M23K0.01%Q2 2026 18

Integrated Wealth Concepts LLC

CIK 0001737109

$878K19K0.00%Q2 2026 19

Focus Partners Wealth

CIK 0001542153

$809K17K0.00%Q2 2026 20

Colonial River Investments, LLC

CIK 0001845859

$739K16K0.21%Q2 2026

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