AI Holders Summary · Q2 2026

23 institutions reported PAB in Q2 2026. PRUDENTIAL FINANCIAL INC leads at 27.6% 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

PRUDENTIAL FINANCIAL INC

CIK 0001137774

$19M451K0.02%Q2 2026 02

SAGESPRING WEALTH PARTNERS, LLC

CIK 0002056425

$10M228K0.15%Q2 2026 03

JPMORGAN CHASE & CO

CIK 0000019617

$9M221K0.00%Q2 2026 04

Coign Capital Advisors LLC

CIK 0002056441

$8M182K3.46%Q2 2026 05

Advisory Resource Group

CIK 0001764968

$6M133K0.84%Q2 2026 06

Steward Partners Investment Advisory, LLC

CIK 0001723397

$4M85K0.02%Q2 2026 07

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$4M83K0.00%Q2 2026 08

LPL Financial LLC

CIK 0001403438

$3M66K0.00%Q2 2026 09

Global Assets Advisory, LLC

CIK 0001942932

$1M31K0.29%Q2 2026 10

Intrua Financial, LLC

CIK 0001812792

$1M31K0.12%Q2 2026 11

Stratos Wealth Partners, LTD.

CIK 0001612865

$1M26K0.01%Q2 2026 12

OSAIC HOLDINGS, INC.

CIK 0001677044

$757K18K0.00%Q2 2026 13

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$702K17K0.00%Q1 2026 14

Cetera Investment Advisers

CIK 0001666741

$577K14K0.00%Q2 2026 15

Evergreen Wealth Partners LLC

CIK 0002101006

$554K13K0.33%Q2 2026 16

FLOW TRADERS U.S. LLC

CIK 0001466697· Market maker

$398K9K0.01%Q1 2026 17

GOLDMAN SACHS GROUP INC

CIK 0000886982

$351K8K0.00%Q2 2026 18

CORA CAPITAL ADVISORS LLC

CIK 0001964530

$328K8K0.09%Q2 2026 19

CITADEL ADVISORS LLC

CIK 0001423053

$210K5K0.00%Q2 2026 20

ROYAL BANK OF CANADA

CIK 0001000275

$160K4K0.00%Q2 2026

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