AI Holders Summary · Q1 2026

40 institutions reported NYM in Q1 2026. ALLIANCEBERNSTEIN L.P. leads at 96.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$1.1B44.6M0.36%Q1 2026 02

ARROW FINANCIAL CORP

CIK 0000717538

$7M268K0.60%Q2 2026 03

Tortoise Investment Management, LLC

CIK 0001599511

$5M201K0.38%Q2 2026 04

Chemistry Wealth Management LLC

CIK 0001910183

$4M174K0.70%Q2 2026 05

Relyea Zuckerberg Hanson LLC

CIK 0001793691

$4M174K0.36%Q2 2026 06

EP Wealth Advisors, LLC

CIK 0001540569

$4M156K0.01%Q2 2026 07

LPL Financial LLC

CIK 0001403438

$3M127K0.00%Q2 2026 08

Cerity Partners LLC

CIK 0001566475

$3M119K0.00%Q2 2026 09

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$3M102K0.00%Q1 2026 10

Steward Partners Investment Advisory, LLC

CIK 0001723397

$2M76K0.01%Q2 2026 11

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$2M61K0.00%Q2 2026 12

BANK OF AMERICA CORP /DE/

CIK 0000070858

$1M49K0.00%Q2 2026 13

ROYAL BANK OF CANADA

CIK 0001000275

$1M48K0.00%Q2 2026 14

FLYNN ZITO CAPITAL MANAGEMENT, LLC

CIK 0001857144

$1M48K0.32%Q2 2026 15

WELLS FARGO & COMPANY/MN

CIK 0000072971

$1M46K0.00%Q2 2026 16

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$1M45K0.00%Q2 2026 17

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$833K33K0.00%Q2 2026 18

Procyon Advisors, LLC

CIK 0001804329

$676K27K0.03%Q2 2026 19

JPMORGAN CHASE & CO

CIK 0000019617

$658K26K0.00%Q2 2026 20

OSAIC HOLDINGS, INC.

CIK 0001677044

$652K26K0.00%Q2 2026

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