AI Holders Summary · Q2 2026

293 institutions reported JAVA in Q2 2026. JPMORGAN CHASE & CO leads at 33.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

JPMORGAN CHASE & CO

CIK 0000019617

$1.6B20.6M0.09%Q2 2026 02

Dynasty Wealth Management, LLC

CIK 0001727599

$719M9.1M5.34%Q2 2026 03

LPL Financial LLC

CIK 0001403438

$574M7.2M0.13%Q2 2026 04

SAGESPRING WEALTH PARTNERS, LLC

CIK 0002056425

$412M5.2M6.33%Q2 2026 05

OpenArc Corporate Advisory, LLC

CIK 0002111345

$211M2.7M2.51%Q2 2026 06

AMERIPRISE FINANCIAL INC

CIK 0000820027

$202M2.5M0.04%Q2 2026 07

Cetera Investment Advisers

CIK 0001666741

$149M1.9M0.14%Q2 2026 08

MORGAN STANLEY

CIK 0000895421

$134M1.7M0.01%Q2 2026 09

ROYAL BANK OF CANADA

CIK 0001000275

$104M1.3M0.02%Q2 2026 10

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$89M1.1M0.02%Q2 2026 11

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$83M1.1M0.03%Q2 2026 12

Avior Wealth Management, LLC

CIK 0001599868

$76M956K2.00%Q2 2026 13

PNC FINANCIAL SERVICES GROUP, INC.

CIK 0000713676

$74M1.0M0.04%Q4 2025 14

STEPH & CO

CIK 0000941519

$72M913K18.35%Q2 2026 15

ORRSTOWN FINANCIAL SERVICES INC

CIK 0000826154

$69M865K10.19%Q2 2026 16

GREAT VALLEY ADVISOR GROUP, INC.

CIK 0001769897

$66M827K1.04%Q2 2026 17

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$58M736K0.02%Q2 2026 18

BANK OF AMERICA CORP /DE/

CIK 0000070858

$58M731K0.00%Q2 2026 19

Vestmark Advisory Solutions, Inc.

CIK 0001736982

$56M704K0.52%Q2 2026 20

Kestra Advisory Services, LLC

CIK 0001830819

$52M659K0.17%Q2 2026

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