AI Holders Summary · Q4 2025

28 institutions reported OFS in Q4 2025. TWO SIGMA ADVISERS, LP leads at 19.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

TWO SIGMA ADVISERS, LP

CIK 0001478735

$520K109K0.00%Q4 2025 02

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CIK 0001818604

$352K99K0.02%Q2 2026 03

Virtus Investment Advisers, LLC

CIK 0000019481

$319K90K0.07%Q2 2026 04

Curi Capital, LLC

CIK 0001332905

$230K65K0.00%Q2 2026 05

Bulldog Investors, LLP

CIK 0001504304

$205K58K0.05%Q1 2026 06

Vident Advisory, LLC

CIK 0001744347

$148K42K0.00%Q2 2026 07

Concorde Asset Management, LLC

CIK 0001631773

$124K34K0.07%Q2 2026 08

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

CIK 0001423442

$123K35K0.00%Q2 2026 09

CITADEL ADVISORS LLC

CIK 0001423053

$99K28K0.00%Q2 2026 10

MORGAN STANLEY

CIK 0000895421

$98K28K0.00%Q2 2026 11

Arkadios Wealth Advisors

CIK 0001800798

$95K27K0.00%Q2 2026 12

SOA Wealth Advisors, LLC.

CIK 0001849444

$70K20K0.01%Q2 2026 13

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$53K15K0.00%Q1 2026 14

&PARTNERS

CIK 0000107136

$48K14K0.00%Q2 2026 15

Janney Montgomery Scott LLC

CIK 0001329948

$47K13K0.00%Q1 2026 16

Prota Financial, LLC

CIK 0002126257

$46K13K0.03%Q2 2026 17

Sanctuary Advisors, LLC

CIK 0001777271

$43K12K0.00%Q2 2026 18

ROYAL BANK OF CANADA

CIK 0001000275

$27K8K0.00%Q2 2026 19

LGT Financial Advisors LLC

CIK 0001965191

$11K3K0.06%Q2 2026 20

UBS Group AG

CIK 0001610520

$5K1K0.00%Q2 2026

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