AI Holders Summary · Q2 2026

25 institutions reported LOCL in Q2 2026. Cresset Asset Management, LLC leads at 19.7% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

Cresset Asset Management, LLC

CIK 0001761013

$275K213K0.00%Q2 2026 02

BBR PARTNERS, LLC

CIK 0001352467

$251K195K0.01%Q2 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$244K189K0.00%Q2 2026 04

FMR LLC

CIK 0000315066

$154K119K0.00%Q2 2026 05

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

CIK 0001794153

$128K99K0.02%Q2 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$59K46K0.00%Q2 2026 07

OUTFITTERS FINANCIAL LLC

CIK 0001846505

$51K39K0.04%Q2 2026 08

STATE STREET CORP

CIK 0000093751

$44K34K0.00%Q2 2026 09

PINNACLE ASSOCIATES LTD

CIK 0000743127

$40K31K0.00%Q2 2026 10

BlackRock, Inc.

CIK 0002012383

$35K28K0.00%Q2 2026 11

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$25K20K0.00%Q2 2026 12

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$21K17K0.00%Q2 2026 13

Ground Swell Capital, LLC

CIK 0001534450

$21K16K0.02%Q2 2026 14

XTX Topco Ltd

CIK 0001828301

$18K14K0.00%Q2 2026 15

Global Retirement Partners, LLC

CIK 0001749744

$9K7K0.00%Q2 2026 16

Tower Research Capital LLC (TRC)

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$5K4K0.00%Q2 2026 19

Financially Speaking Inc

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