AI Holders Summary · Q1 2026

19 institutions reported NYC in Q1 2026. VANGUARD CAPITAL MANAGEMENT LLC leads at 36.8% 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

$177K21K0.00%Q1 2026 02

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$166K19K0.00%Q1 2026 03

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$99K12K0.00%Q1 2026 04

OSAIC HOLDINGS, INC.

CIK 0001677044

$14K2K0.00%Q1 2026 05

SageView Advisory Group, LLC

CIK 0001914558

$6K7340.00%Q4 2025 06

Tower Research Capital LLC (TRC)

CIK 0001533421

$4K5000.00%Q1 2026 07

Triumph Capital Management

CIK 0001730765

$4K3750.00%Q2 2026 08

Washington Trust Advisors, Inc.

CIK 0001900099

$2K2240.00%Q1 2026 09

UBS Group AG

CIK 0001610520

$2K2130.00%Q1 2026 10

Global Retirement Partners, LLC

CIK 0001749744

$2K1930.00%Q4 2025 11

Newbridge Financial Services Group, Inc.

CIK 0001879757

$1K1560.00%Q1 2026 12

Merkkuri Wealth Advisors LLC

CIK 0002040317

$9631130.00%Q1 2026 13

Blue Trust, Inc.

CIK 0001856022

$781810.00%Q2 2026 14

Sunbelt Securities, Inc.

CIK 0001632932

$426500.00%Q1 2026 15

CWM, LLC

CIK 0001535847

$375440.00%Q1 2026 16

MORGAN STANLEY

CIK 0000895421

$290340.00%Q1 2026 17

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$281330.00%Q1 2026 18

WELLS FARGO & COMPANY/MN

CIK 0000072971

$251290.00%Q1 2026 19

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CIK 0000752798

$00—Q2 2025