AI Holders Summary · Q2 2026

34 institutions reported PFI in Q2 2026. LPL Financial LLC leads at 17.7% 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

LPL Financial LLC

CIK 0001403438

$3M55K0.00%Q2 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$3M54K0.00%Q2 2026 03

Coppell Advisory Solutions LLC

$2M28K0.00%Q2 2026 05

SPC Financial, Inc.

CIK 0001415201

$1M18K0.08%Q3 2025 06

Farther Finance Advisors, LLC

CIK 0001992825

$1M17K0.01%Q2 2026 07

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$908K15K0.00%Q2 2026 08

UBS Group AG

CIK 0001610520

$695K11K0.00%Q2 2026 09

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$693K11K0.00%Q2 2026 10

Genesee Capital Advisors, LLC

CIK 0001652348

$496K8K0.16%Q2 2026 11

Trueblood Wealth Management, LLC

CIK 0002005380

$467K8K0.16%Q2 2026 12

GOLDMAN SACHS GROUP INC

CIK 0000886982

$406K7K0.00%Q2 2026 13

Sensible Money, LLC

CIK 0001965229

$364K6K0.10%Q2 2026 14

Asset Dedication, LLC

CIK 0001475896

$364K6K0.02%Q2 2026 15

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$341K6K0.00%Q2 2026 16

Cetera Investment Advisers

CIK 0001666741

$291K5K0.00%Q2 2026 17

Laurel Wealth Advisors LLC

CIK 0001757128

$266K4K0.03%Q2 2026 18

JPMORGAN CHASE & CO

CIK 0000019617

$254K4K0.00%Q2 2026 19

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$244K4K0.00%Q2 2026 20

Janney Montgomery Scott LLC

CIK 0001329948

$233K4K0.00%Q1 2026

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