AI Holders Summary · Q1 2026

201 institutions reported JIVE in Q1 2026. LPL Financial LLC leads at 21.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

LPL Financial LLC

CIK 0001403438

$253M3.0M0.07%Q1 2026 02

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$135M1.6M0.04%Q1 2026 03

RiverFront Investment Group, LLC

CIK 0001469751

$132M1.5M2.04%Q1 2026 04

BANK OF AMERICA CORP /DE/

CIK 0000070858

$100M1.2M0.01%Q1 2026 05

OSAIC HOLDINGS, INC.

CIK 0001677044

$76M883K0.11%Q1 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$70M820K0.02%Q1 2026 07

Janney Montgomery Scott LLC

CIK 0001329948

$46M536K0.11%Q1 2026 08

Cetera Investment Advisers

CIK 0001666741

$44M510K0.05%Q1 2026 09

Lido Advisors, LLC

CIK 0001650150

$43M496K0.13%Q1 2026 10

ROYAL BANK OF CANADA

CIK 0001000275

$41M477K0.01%Q1 2026 11

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$32M382K0.02%Q1 2026 12

MML INVESTORS SERVICES, LLC

CIK 0000701059

$27M314K0.07%Q1 2026 13

Private Advisor Group, LLC

CIK 0001567755

$27M314K0.13%Q1 2026 14

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$26M306K0.07%Q1 2026 15

Cooper Financial Group

CIK 0001751581

$23M253K1.93%Q2 2026 16

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$21M241K0.03%Q1 2026 17

Vestmark Advisory Solutions, Inc.

CIK 0001736982

$20M234K0.22%Q1 2026 18

Lineweaver Wealth Advisors, LLC

CIK 0001797873

$18M192K2.09%Q2 2026 19

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$17M200K0.01%Q1 2026 20

JPMORGAN CHASE & CO

CIK 0000019617

$17M206K0.00%Q1 2026

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