AI Holders Summary · Q1 2026

1,286 institutions reported JPST in Q1 2026. JPMORGAN CHASE & CO leads at 32.2% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

JPMORGAN CHASE & CO

CIK 0000019617

$5.1B100.3M0.33%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$3.1B61.1M0.19%Q1 2026 03

LPL Financial LLC

CIK 0001403438

$1.0B19.9M0.27%Q1 2026 04

BANK OF AMERICA CORP /DE/

CIK 0000070858

$820M16.2M0.06%Q1 2026 05

Betterment LLC

CIK 0001633901

$691M13.7M1.31%Q1 2026 06

WELLS FARGO & COMPANY/MN

CIK 0000072971

$602M11.9M0.11%Q1 2026 07

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$589M11.6M0.09%Q1 2026 08

UBS Group AG

CIK 0001610520

$547M10.8M0.08%Q1 2026 09

HB Wealth Management, LLC

CIK 0001911253

$481M9.6M3.11%Q1 2026 10

FMR LLC

CIK 0000315066

$434M8.6M0.02%Q1 2026 11

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$338M6.7M0.10%Q1 2026 12

Temasek Holdings (Private) Ltd

CIK 0001021944· Sovereign

$300M5.9M0.98%Q1 2026 13

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$281M5.6M0.08%Q1 2026 14

ROYAL BANK OF CANADA

CIK 0001000275

$272M5.4M0.05%Q1 2026 15

Cerity Partners LLC

CIK 0001566475

$263M5.2M0.37%Q1 2026 16

FOSTER DYKEMA CABOT & PARTNERS, LLC

CIK 0002011882

$241M4.8M15.32%Q1 2026 17

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$196M3.9M0.33%Q2 2026 18

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$175M3.5M0.45%Q1 2026 19

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$172M3.4M0.11%Q1 2026 20

Cetera Investment Advisers

CIK 0001666741

$171M3.4M0.18%Q1 2026

Page 1 of 65

1266 more holders available. Log in →