AI Holders Summary · Q2 2026

46 institutions reported LSF in Q2 2026. OSAIC HOLDINGS, INC. leads at 21.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M397K0.00%Q2 2026 02

Mink Brook Asset Management LLC

CIK 0002052205

$2M362K0.75%Q2 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$1M234K0.00%Q2 2026 04

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$609K130K0.00%Q2 2026 05

BlackRock, Inc.

CIK 0002012383

$472K100K0.00%Q2 2026 06

ASPIRIANT, LLC

CIK 0001433541

$430K91K0.01%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$424K90K0.00%Q2 2026 08

HighTower Advisors, LLC

CIK 0001462245

$344K73K0.00%Q2 2026 09

Finley Financial, LLC

CIK 0002047823

$235K50K0.09%Q2 2026 10

CITADEL ADVISORS LLC

CIK 0001423053

$213K45K0.00%Q2 2026 11

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$209K45K0.00%Q2 2026 12

Crewe Advisors LLC

CIK 0001730033

$202K43K0.01%Q2 2026 13

MAI Capital Management

CIK 0001040197

$182K39K0.00%Q2 2026 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$167K36K0.00%Q2 2026 15

Creative Planning

CIK 0001540235

$163K35K0.00%Q2 2026 16

STATE STREET CORP

CIK 0000093751

$161K34K0.00%Q2 2026 17

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$111K24K0.00%Q2 2026 18

MARSHALL WACE, LLP

CIK 0001318757

$102K22K0.00%Q2 2026 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$91K19K0.00%Q2 2026 20

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$71K15K0.00%Q2 2026

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