AI Holders Summary · Q1 2026

239 institutions reported PDEC in Q1 2026. ALLIANCEBERNSTEIN L.P. leads at 27.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$141M3.2M0.05%Q1 2026 02

Penserra Capital Management LLC

CIK 0001593324

$65M1.5M0.77%Q1 2026 03

Focus Partners Wealth

CIK 0001542153

$50M1.1M0.05%Q2 2026 04

BLAIR WILLIAM & CO/IL

CIK 0000902367

$33M709K0.08%Q2 2026 05

OSAIC HOLDINGS, INC.

CIK 0001677044

$32M700K0.04%Q2 2026 06

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$28M617K0.04%Q2 2026 07

LPL Financial LLC

CIK 0001403438

$28M608K0.01%Q2 2026 08

HighTower Advisors, LLC

CIK 0001462245

$21M458K0.02%Q2 2026 09

Cetera Investment Advisers

CIK 0001666741

$13M280K0.01%Q2 2026 10

Kestra Advisory Services, LLC

CIK 0001830819

$11M250K0.04%Q2 2026 11

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$11M249K0.00%Q2 2026 12

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$11M243K0.00%Q2 2026 13

Bellwether Advisors, LLC

CIK 0001819815

$11M235K1.60%Q2 2026 14

Beacon Pointe Advisors, LLC

CIK 0001744317

$9M204K0.04%Q2 2026 15

MBL Wealth, LLC

CIK 0001845785

$8M171K0.54%Q2 2026 16

TRUIST FINANCIAL CORP

CIK 0000092230

$7M156K0.01%Q2 2026 17

Belpointe Asset Management LLC

CIK 0001721242

$7M148K0.22%Q2 2026 18

Caprock Group, LLC

CIK 0001610769

$7M143K0.13%Q2 2026 19

Brookstone Capital Management

CIK 0001599584

$6M140K0.06%Q2 2026 20

CRA Financial Services, LLC

CIK 0001765594

$6M130K0.69%Q2 2026

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