AI Holders Summary · Q2 2026

322 institutions reported PCT in Q2 2026. Abundance Wealth Counselors leads at 24.3% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

Abundance Wealth Counselors

CIK 0001767080

$205M25.3M13.33%Q2 2026 02

SYLEBRA CAPITAL LLC

CIK 0002003074

$177M34.1M22.86%Q1 2026 03

BlackRock, Inc.

CIK 0002012383

$50M9.7M0.00%Q1 2026 04

LONGVIEW ASSET MANAGEMENT, LLC

CIK 0001086477

$50M9.7M0.53%Q1 2026 05

CITADEL ADVISORS LLC

CIK 0001423053

$50M5.8M0.01%Q4 2025 06

Shay Capital LLC

CIK 0001723643

$42M8.1M3.50%Q1 2026 07

Vanguard Portfolio Management

CIK 0002100121· Index

$36M7.0M0.00%Q1 2026 08

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$36M7.0M0.00%Q1 2026 09

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$30M5.7M0.00%Q1 2026 10

Simplify Asset Management Inc.

CIK 0001846368

$25M3.0M0.34%Q2 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$18M3.5M0.00%Q1 2026 12

Graham Capital Management, L.P.

CIK 0001315421

$17M3.4M0.42%Q1 2026 13

Gladstone Institutional Advisory LLC

CIK 0001766530

$17M3.3M0.64%Q1 2026 14

BALYASNY ASSET MANAGEMENT L.P.

CIK 0001218710

$16M3.1M0.02%Q1 2026 15

STATE STREET CORP

CIK 0000093751

$15M3.0M0.00%Q1 2026 16

MORGAN STANLEY

CIK 0000895421

$15M2.9M0.00%Q1 2026 17

SAMLYN CAPITAL, LLC

CIK 0001421097

$13M2.5M0.22%Q1 2026 18

CANTOR FITZGERALD, L. P.

CIK 0001024896

$11M2.2M0.17%Q1 2026 19

Point72 Asset Management, L.P.

CIK 0001603466

$10M2.0M0.01%Q1 2026 20

HRT FINANCIAL LP

CIK 0001475597

$9M1.1M0.03%Q4 2025

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