AI Holders Summary · Q2 2026

1,028 institutions reported PFF in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 24.2% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

BANK OF AMERICA CORP /DE/

CIK 0000070858

$700M23.0M0.05%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$477M15.7M0.03%Q2 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$260M8.5M0.04%Q2 2026 04

LPL Financial LLC

CIK 0001403438

$234M7.7M0.05%Q2 2026 05

UBS Group AG

CIK 0001610520

$188M6.2M0.02%Q2 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$131M4.3M0.02%Q2 2026 07

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$123M4.0M0.03%Q2 2026 08

Mariner, LLC

CIK 0001373442

$98M3.2M0.10%Q2 2026 09

FIRST INTERSTATE BANK

CIK 0001125727

$91M3.1M4.87%Q3 2026 10

BlackRock, Inc.

CIK 0002012383

$86M2.8M0.00%Q2 2026 11

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$71M2.3M0.02%Q2 2026 12

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$68M2.2M0.01%Q2 2026 13

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CIK 0000944361

$61M2.1M0.79%Q3 2026 14

TRUIST FINANCIAL CORP

CIK 0000092230

$49M1.6M0.06%Q2 2026 15

Cetera Investment Advisers

CIK 0001666741

$46M1.5M0.04%Q2 2026 16

FIFTH THIRD BANCORP

CIK 0000035527

$46M1.5M0.07%Q2 2026 17

US BANCORP \DE\

CIK 0000036104

$46M1.5M0.05%Q2 2026 18

Rockefeller Capital Management L.P.

CIK 0001739439

$43M1.4M0.07%Q2 2026 19

GREENLEAF TRUST

CIK 0001162170

$40M1.3M0.39%Q2 2026 20

SUMITOMO MITSUI FINANCIAL GROUP, INC.

CIK 0001022837

$40M1.3M0.76%Q2 2026

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