AI Holders Summary · Q2 2026

97 institutions reported POWR in Q2 2026. Parcion Private Wealth LLC leads at 37.0% 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

Parcion Private Wealth LLC

CIK 0001801263

$42M1.5M2.34%Q2 2026 02

LPL Financial LLC

CIK 0001403438

$24M856K0.01%Q2 2026 03

PALLADIEM, LLC

CIK 0001629271

$5M194K5.26%Q2 2026 04

MORGAN STANLEY

CIK 0000895421

$5M181K0.00%Q2 2026 05

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$5M175K0.01%Q2 2026 06

Focus Financial Network, Inc.

CIK 0002010942

$3M142K0.10%Q3 2026 07

Steward Partners Investment Advisory, LLC

CIK 0001723397

$3M115K0.02%Q2 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M98K0.00%Q2 2026 09

StoneX Group Inc.

CIK 0000913760

$3M92K0.10%Q2 2026 10

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$2M86K0.00%Q2 2026 11

ROYAL BANK OF CANADA

CIK 0001000275

$2M77K0.00%Q2 2026 12

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$2M72K0.00%Q2 2026 13

ARS Investment Partners, LLC

CIK 0000733020

$2M71K0.09%Q2 2026 14

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M67K0.00%Q2 2026 15

MML INVESTORS SERVICES, LLC

CIK 0000701059

$2M67K0.00%Q2 2026 16

Cetera Investment Advisers

CIK 0001666741

$2M64K0.00%Q2 2026 17

Wealthfront Advisers LLC

CIK 0001763921

$2M60K0.00%Q2 2026 18

FLOW TRADERS U.S. LLC

CIK 0001466697· Market maker

$2M62K0.05%Q1 2026 19

Lionsbridge Wealth Management LLC

CIK 0001800533

$2M57K1.57%Q2 2026 20

RATIONAL ADVISORS, INC.

CIK 0001143565

$1M53K0.14%Q2 2026

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