AI Holders Summary · Q1 2026

101 institutions reported PSC in Q1 2026. PRINCIPAL FINANCIAL GROUP INC leads at 43.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$719M12.5M0.38%Q1 2026 02

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$157M2.7M0.04%Q1 2026 03

PRINCIPAL SECURITIES, INC.

CIK 0000012600

$145M2.5M2.13%Q1 2026 04

AMERIPRISE FINANCIAL INC

CIK 0000820027

$127M2.2M0.03%Q1 2026 05

MORGAN STANLEY

CIK 0000895421

$97M1.7M0.01%Q1 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$80M1.4M0.02%Q1 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$77M1.4M0.01%Q1 2026 08

LPL Financial LLC

CIK 0001403438

$62M1.1M0.02%Q1 2026 09

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$33M484K0.06%Q2 2026 10

ROYAL BANK OF CANADA

CIK 0001000275

$23M407K0.00%Q1 2026 11

TRUIST FINANCIAL CORP

CIK 0000092230

$19M339K0.03%Q1 2026 12

Veracity Capital LLC

CIK 0001811005

$17M243K4.60%Q2 2026 13

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$14M253K0.01%Q1 2026 14

Hudson Capital Management LLC

CIK 0001727342

$14M194K3.28%Q2 2026 15

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$11M194K0.02%Q1 2026 16

First Heartland Consultants, Inc.

CIK 0001428793

$11M151K0.68%Q2 2026 17

STIFEL FINANCIAL CORP

CIK 0000720672

$10M179K0.01%Q1 2026 18

Henderson Brothers Financial Partners, LLC

CIK 0002064329

$10M170K2.47%Q1 2026 19

PSI Advisors, LLC

CIK 0001779040

$9M151K2.07%Q1 2026 20

&PARTNERS

CIK 0000107136

$8M143K0.04%Q1 2026

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