AI Holders Summary · Q1 2026

277 institutions reported JAVA in Q1 2026. JPMORGAN CHASE & CO leads at 34.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

JPMORGAN CHASE & CO

CIK 0000019617

$1.5B21.6M0.10%Q1 2026 02

Dynasty Wealth Management, LLC

CIK 0001727599

$588M8.2M5.13%Q1 2026 03

LPL Financial LLC

CIK 0001403438

$480M6.7M0.13%Q1 2026 04

SAGESPRING WEALTH PARTNERS, LLC

CIK 0002056425

$342M4.8M6.23%Q1 2026 05

AMERIPRISE FINANCIAL INC

CIK 0000820027

$197M2.7M0.05%Q1 2026 06

OpenArc Corporate Advisory, LLC

CIK 0002111345

$168M2.3M2.40%Q1 2026 07

MORGAN STANLEY

CIK 0000895421

$134M1.9M0.01%Q1 2026 08

Cetera Investment Advisers

CIK 0001666741

$128M1.8M0.14%Q1 2026 09

BANK OF AMERICA CORP /DE/

CIK 0000070858

$127M1.8M0.01%Q1 2026 10

ROYAL BANK OF CANADA

CIK 0001000275

$86M1.2M0.02%Q1 2026 11

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$86M1.2M0.02%Q1 2026 12

Vestmark Advisory Solutions, Inc.

CIK 0001736982

$79M1.1M0.87%Q1 2026 13

Avior Wealth Management, LLC

CIK 0001599868

$76M956K2.00%Q2 2026 14

PNC FINANCIAL SERVICES GROUP, INC.

CIK 0000713676

$74M1.0M0.04%Q4 2025 15

STEPH & CO

CIK 0000941519

$72M913K18.35%Q2 2026 16

ORRSTOWN FINANCIAL SERVICES INC

CIK 0000826154

$69M865K10.19%Q2 2026 17

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$62M885K0.03%Q1 2026 18

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$60M837K0.08%Q1 2026 19

GREAT VALLEY ADVISOR GROUP, INC.

CIK 0001769897

$57M791K1.03%Q1 2026 20

Kestra Advisory Services, LLC

CIK 0001830819

$44M616K0.17%Q1 2026

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