AI Holders Summary · Q1 2026

227 institutions reported NMAX in Q1 2026. Greenwich Wealth Management LLC leads at 74.6% 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

$13M2.5M0.00%Q1 2026 03

GOLDMAN SACHS GROUP INC

CIK 0000886982

$5M999K0.00%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$4M678K0.00%Q1 2026 05

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$3M587K0.00%Q1 2026 06

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$2M432K0.00%Q1 2026 07

BNP PARIBAS FINANCIAL MARKETS

CIK 0001166588

$2M298K0.00%Q1 2026 08

Vanguard Portfolio Management

CIK 0002100121· Index

$1M273K0.00%Q1 2026 09

CITADEL ADVISORS LLC

CIK 0001423053

$1M171K0.00%Q4 2025 10

LPL Financial LLC

CIK 0001403438

$1M253K0.00%Q1 2026 11

NORTHERN TRUST CORP

CIK 0000073124· Index

$1M252K0.00%Q1 2026 12

CANADA PENSION PLAN INVESTMENT BOARD

CIK 0001283718

$1M156K0.00%Q4 2025 13

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$908K174K0.00%Q1 2026 14

Denver PWM, LLC

CIK 0001657980

$683K108K0.23%Q1 2026 15

MORGAN STANLEY

CIK 0000895421

$640K123K0.00%Q1 2026 16

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$582K112K0.00%Q1 2026 17

Bank of New York Mellon Corp

CIK 0001390777

$578K111K0.00%Q1 2026 18

UBS Group AG

CIK 0001610520

$568K109K0.00%Q1 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$527K101K0.00%Q1 2026 20

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$512K98K0.00%Q1 2026

Page 1 of 12

207 more holders available. Log in →