AI Holders Summary · Q1 2026

20 institutions reported PAB in Q1 2026. Larson Financial Group LLC leads at 34.7% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

Larson Financial Group LLC

CIK 0001731061

$35M827K1.12%Q1 2026 02

PRUDENTIAL FINANCIAL INC

CIK 0001137774

$20M465K0.02%Q1 2026 03

SAGESPRING WEALTH PARTNERS, LLC

CIK 0002056425

$9M213K0.16%Q1 2026 04

JPMORGAN CHASE & CO

CIK 0000019617

$9M209K0.00%Q1 2026 05

Coign Capital Advisors LLC

CIK 0002056441

$8M181K4.02%Q1 2026 06

Advisory Resource Group

CIK 0001764968

$6M133K0.84%Q2 2026 07

Steward Partners Investment Advisory, LLC

CIK 0001723397

$4M83K0.02%Q1 2026 08

LPL Financial LLC

CIK 0001403438

$2M46K0.00%Q1 2026 09

Cetera Investment Advisers

CIK 0001666741

$2M41K0.00%Q1 2026 10

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$1M35K0.00%Q1 2026 11

CITADEL ADVISORS LLC

CIK 0001423053

$1M32K0.00%Q4 2025 12

Intrua Financial, LLC

CIK 0001812792

$1M31K0.12%Q2 2026 13

GOLDMAN SACHS GROUP INC

CIK 0000886982

$1M27K0.00%Q1 2026 14

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$702K17K0.00%Q1 2026 15

OSAIC HOLDINGS, INC.

CIK 0001677044

$529K12K0.00%Q1 2026 16

Evergreen Wealth Partners LLC

CIK 0002101006

$506K12K0.39%Q1 2026 17

FLOW TRADERS U.S. LLC

CIK 0001466697· Market maker

$398K9K0.01%Q1 2026 18

CORA CAPITAL ADVISORS LLC

CIK 0001964530

$328K8K0.09%Q2 2026 19

MPWM ADVISORY SOLUTIONS, LLC

CIK 0002056693

$79K2K0.04%Q1 2026 20

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CIK 0000752798

$00—Q2 2025