AI Holders Summary · Q2 2026

86 institutions reported POWR in Q2 2026. Parcion Private Wealth LLC leads at 42.9% 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

$12M455K0.00%Q1 2026 03

FFG Partners, LLC

CIK 0002045972

$11M398K3.16%Q2 2026 04

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$5M175K0.01%Q2 2026 05

Focus Financial Network, Inc.

CIK 0002010942

$4M133K0.11%Q2 2026 06

Steward Partners Investment Advisory, LLC

CIK 0001723397

$3M106K0.01%Q1 2026 07

MORGAN STANLEY

CIK 0000895421

$2M87K0.00%Q1 2026 08

StoneX Group Inc.

CIK 0000913760

$2M79K0.11%Q1 2026 09

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$2M72K0.00%Q2 2026 10

ARS Investment Partners, LLC

CIK 0000733020

$2M71K0.09%Q2 2026 11

FLOW TRADERS U.S. LLC

CIK 0001466697· Market maker

$2M62K0.05%Q1 2026 12

Lionsbridge Wealth Management LLC

CIK 0001800533

$2M57K1.57%Q2 2026 13

RATIONAL ADVISORS, INC.

CIK 0001143565

$1M53K0.14%Q2 2026 14

HERITAGE OAK WEALTH ADVISORS LLC

CIK 0002035533

$1M49K0.40%Q2 2026 15

Fisher Asset Management, LLC

CIK 0000850529

$1M47K0.00%Q2 2026 16

Advisory Services Network, LLC

CIK 0001573876

$1M49K0.02%Q1 2026 17

Bright Futures Wealth Management, LLC.

CIK 0001803980

$1M45K0.82%Q2 2026 18

Private Advisor Group, LLC

CIK 0001567755

$1M43K0.01%Q2 2026 19

Wealthfront Advisers LLC

CIK 0001763921

$1M44K0.00%Q1 2026 20

CITADEL ADVISORS LLC

CIK 0001423053

$1M49K0.00%Q4 2025

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