AI Holders Summary · Q2 2026

53 institutions reported PPI in Q2 2026. Astoria Portfolio Advisors LLC. leads at 34.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

Astoria Portfolio Advisors LLC.

CIK 0001931642

$31M1.4M5.17%Q2 2026 02

Hobbs Group Advisors, LLC

CIK 0002012280

$17M816K4.57%Q2 2026 03

First National Advisers, LLC

CIK 0001941030

$5M219K0.66%Q2 2026 04

Vermillion & White Wealth Management Group, LLC

CIK 0001862443

$4M201K2.17%Q2 2026 05

LPL Financial LLC

CIK 0001403438

$4M201K0.00%Q2 2026 06

Janney Montgomery Scott LLC

CIK 0001329948

$4M204K0.01%Q1 2026 07

PUFF WEALTH MANAGEMENT, LLC

CIK 0002052736

$4M180K3.39%Q3 2026 08

Oregon Pacific Wealth Management, LLC

CIK 0002043757

$3M162K3.01%Q3 2026 09

Cascades Capital Asset Management, LLC

CIK 0002035512

$2M100K0.79%Q2 2026 10

BlackDiamond Wealth Management, LLC

CIK 0001903059

$2M81K0.70%Q2 2026 11

Ashton Thomas Private Wealth, LLC

CIK 0002019663

$2M80K0.04%Q2 2026 12

Latitude Advisors, LLC

CIK 0001843715

$2M79K0.67%Q2 2026 13

4WEALTH ADVISORS, INC.

CIK 0002056676

$2M76K1.05%Q3 2026 14

Onyx Bridge Wealth Group LLC

CIK 0001819476

$1M70K0.12%Q3 2026 15

CARY STREET PARTNERS FINANCIAL LLC

CIK 0001475045

$1M63K0.03%Q2 2026 16

SILVERLAKE WEALTH MANAGEMENT LLC

CIK 0001966026

$1M65K0.24%Q3 2026 17

Orion Porfolio Solutions, LLC

CIK 0001360533

$1M52K0.01%Q2 2026 18

Pursuit Wealth Management LLC

CIK 0002106233

$1M57K0.92%Q4 2025 19

FSA WEALTH PARTNERS, INC.

CIK 0001731221

$871K41K0.22%Q2 2026 20

World Investment Advisors

CIK 0001652594

$826K40K0.01%Q1 2026

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