AI Holders Summary · Q1 2026

238 institutions reported NMAX in Q1 2026. Greenwich Wealth Management LLC leads at 57.5% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

Greenwich Wealth Management LLC

CIK 0001439805

$119M22.8M4.86%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$23M2.8M0.00%Q2 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$12M1.5M0.00%Q2 2026 04

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$11M1.3M0.00%Q2 2026 05

STATE STREET CORP

CIK 0000093751

$6M775K0.00%Q2 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$5M640K0.00%Q2 2026 07

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$5M630K0.00%Q2 2026 08

GOLDMAN SACHS GROUP INC

CIK 0000886982

$5M549K0.00%Q2 2026 09

Vanguard Portfolio Management

CIK 0002100121· Index

$4M488K0.00%Q2 2026 10

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$3M307K0.00%Q2 2026 11

NORTHERN TRUST CORP

CIK 0000073124· Index

$2M286K0.00%Q2 2026 12

MORGAN STANLEY

CIK 0000895421

$2M182K0.00%Q2 2026 13

IEQ CAPITAL, LLC

CIK 0001779789

$1M179K0.01%Q2 2026 14

LPL Financial LLC

CIK 0001403438

$1M176K0.00%Q2 2026 15

CITADEL ADVISORS LLC

CIK 0001423053

$1M171K0.00%Q4 2025 16

Denver PWM, LLC

CIK 0001657980

$1M108K0.38%Q2 2026 17

Creative Planning

CIK 0001540235

$1M137K0.00%Q2 2026 18

XTX Topco Ltd

CIK 0001828301

$1M130K0.01%Q2 2026 19

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$1M123K0.00%Q2 2026 20

UBS Group AG

CIK 0001610520

$887K107K0.00%Q2 2026

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