AI Holders Summary · Q2 2026

228 institutions reported JIVE in Q2 2026. LPL Financial LLC leads at 24.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

LPL Financial LLC

CIK 0001403438

$450M4.9M0.10%Q2 2026 02

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$240M2.6M0.06%Q2 2026 03

RiverFront Investment Group, LLC

CIK 0001469751

$222M2.4M2.93%Q2 2026 04

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$150M1.6M0.04%Q2 2026 05

BANK OF AMERICA CORP /DE/

CIK 0000070858

$121M1.3M0.01%Q2 2026 06

OSAIC HOLDINGS, INC.

CIK 0001677044

$93M1.0M0.11%Q2 2026 07

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$71M778K0.03%Q2 2026 08

MML INVESTORS SERVICES, LLC

CIK 0000701059

$69M752K0.14%Q2 2026 09

ROYAL BANK OF CANADA

CIK 0001000275

$61M666K0.01%Q2 2026 10

Private Advisor Group, LLC

CIK 0001567755

$59M637K0.27%Q2 2026 11

Cetera Investment Advisers

CIK 0001666741

$53M579K0.05%Q2 2026 12

Janney Montgomery Scott LLC

CIK 0001329948

$46M536K0.11%Q1 2026 13

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$29M316K0.04%Q2 2026 14

Grant Street Asset Management, Inc.

CIK 0001740642

$27M291K4.38%Q2 2026 15

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$26M306K0.07%Q1 2026 16

GREENWOOD GEARHART INC

CIK 0001084683

$25M270K1.16%Q2 2026 17

Cooper Financial Group

CIK 0001751581

$23M253K1.93%Q2 2026 18

JPMORGAN CHASE & CO

CIK 0000019617

$23M253K0.00%Q2 2026 19

Vestmark Advisory Solutions, Inc.

CIK 0001736982

$22M234K0.20%Q2 2026 20

Archer Investment Corp

CIK 0001803804

$20M217K1.93%Q2 2026

Page 1 of 12

208 more holders available. Log in →