AI Holders Summary · Q2 2026

41 institutions reported PMI in Q2 2026. VANGUARD CAPITAL MANAGEMENT LLC leads at 41.2% 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

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$413K2.5M0.00%Q2 2026 02

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$351K2.1M0.00%Q2 2026 03

IEQ CAPITAL, LLC

CIK 0001779789

$48K291K0.00%Q2 2026 04

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$28K172K0.00%Q2 2026 05

FMR LLC

CIK 0000315066

$25K151K0.00%Q2 2026 06

UBS Group AG

CIK 0001610520

$21K125K0.00%Q2 2026 07

Cerity Partners LLC

CIK 0001566475

$19K116K0.00%Q2 2026 08

Mariner, LLC

CIK 0001373442

$12K76K0.00%Q2 2026 09

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$12K76K0.00%Q2 2026 10

Hudson Bay Capital Management LP

CIK 0001393825

$11K68K0.00%Q2 2026 11

Ground Swell Capital, LLC

CIK 0001534450

$11K66K0.01%Q2 2026 12

Pallas Capital Advisors LLC

CIK 0001862282

$9K55K0.00%Q2 2026 13

Wealth Management Partners, LLC

CIK 0001843294

$8K50K0.00%Q2 2026 14

MERCER GLOBAL ADVISORS INC /ADV

CIK 0000853758

$7K43K0.00%Q2 2026 15

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$6K39K0.00%Q2 2026 16

Perigon Wealth Management, LLC

CIK 0001575239

$6K37K0.00%Q2 2026 17

Creative Planning

CIK 0001540235

$4K27K0.00%Q2 2026 18

JMN Financial LLC

CIK 0002113267

$4K24K0.00%Q2 2026 19

BRIGHTON JONES LLC

CIK 0001360798

$4K23K0.00%Q2 2026 20

Merit Financial Group, LLC

CIK 0001621225

$3K21K0.00%Q2 2026

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