AI Holders Summary · Q2 2026

18 institutions reported NYC in Q2 2026. VANGUARD CAPITAL MANAGEMENT LLC leads at 40.9% 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

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$202K21K0.00%Q2 2026 02

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$151K16K0.00%Q2 2026 03

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$112K12K0.00%Q2 2026 04

OSAIC HOLDINGS, INC.

CIK 0001677044

$16K2K0.00%Q2 2026 05

Triumph Capital Management

CIK 0001730765

$4K3750.00%Q2 2026 06

CITIGROUP INC

CIK 0000831001

$3K2770.00%Q2 2026 07

Global Retirement Partners, LLC

CIK 0001749744

$2K1930.00%Q2 2026 08

Newbridge Financial Services Group, Inc.

CIK 0001879757

$2K1560.00%Q2 2026 09

BOKF, NA

CIK 0000009634

$819850.00%Q2 2026 10

Blue Trust, Inc.

CIK 0001856022

$781810.00%Q2 2026 11

Sunbelt Securities, Inc.

CIK 0001632932

$426500.00%Q1 2026 12

CWM, LLC

CIK 0001535847

$375440.00%Q1 2026 13

MORGAN STANLEY

CIK 0000895421

$328340.00%Q2 2026 14

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$318330.00%Q2 2026 15

WELLS FARGO & COMPANY/MN

CIK 0000072971

$284290.00%Q2 2026 16

UBS Group AG

CIK 0001610520

$183190.00%Q2 2026 17

ASSETMARK, INC

CIK 0001344551

$125130.00%Q2 2026 18

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CIK 0000752798

$00—Q2 2025