AI Holders Summary · Q1 2026

71 institutions reported POWR in Q1 2026. LPL Financial LLC leads at 20.1% 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

$12M455K0.00%Q1 2026 02

FFG Partners, LLC

CIK 0002045972

$11M398K3.16%Q2 2026 03

AE Wealth Management LLC

CIK 0001697723

$9M328K0.05%Q1 2026 04

Focus Financial Network, Inc.

CIK 0002010942

$4M133K0.11%Q2 2026 05

Steward Partners Investment Advisory, LLC

CIK 0001723397

$3M106K0.01%Q1 2026 06

MORGAN STANLEY

CIK 0000895421

$2M87K0.00%Q1 2026 07

StoneX Group Inc.

CIK 0000913760

$2M79K0.11%Q1 2026 08

ARS Investment Partners, LLC

CIK 0000733020

$2M71K0.09%Q2 2026 09

FLOW TRADERS U.S. LLC

CIK 0001466697· Market maker

$2M62K0.05%Q1 2026 10

RATIONAL ADVISORS, INC.

CIK 0001143565

$1M53K0.14%Q2 2026 11

HERITAGE OAK WEALTH ADVISORS LLC

CIK 0002035533

$1M49K0.40%Q2 2026 12

Advisory Services Network, LLC

CIK 0001573876

$1M49K0.02%Q1 2026 13

Bright Futures Wealth Management, LLC.

CIK 0001803980

$1M45K0.82%Q2 2026 14

Fisher Asset Management, LLC

CIK 0000850529

$1M48K0.00%Q1 2026 15

Wealthfront Advisers LLC

CIK 0001763921

$1M44K0.00%Q1 2026 16

CITADEL ADVISORS LLC

CIK 0001423053

$1M49K0.00%Q4 2025 17

Planned Solutions, Inc.

CIK 0001831332

$1M38K0.30%Q2 2026 18

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$1M41K0.00%Q1 2026 19

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$1M40K0.00%Q1 2026 20

Arrowroot Family Office, LLC

CIK 0002017744

$1M39K0.34%Q1 2026

Page 1 of 4

51 more holders available. Log in →