AI Holders Summary · Q1 2026

241 institutions reported PTY in Q1 2026. LPL Financial LLC leads at 11.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

LPL Financial LLC

CIK 0001403438

$33M2.7M0.01%Q1 2026 02

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$33M2.7M0.02%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$31M2.6M0.00%Q1 2026 04

WELLS FARGO & COMPANY/MN

CIK 0000072971

$26M2.1M0.00%Q1 2026 05

XML Financial, LLC

CIK 0001800465

$21M1.8M1.54%Q2 2026 06

Merrithew & Thorsten Inc

CIK 0002107460

$18M1.5M17.32%Q1 2026 07

Invesco Ltd.

CIK 0000914208

$17M1.4M0.00%Q1 2026 08

Cetera Investment Advisers

CIK 0001666741

$14M1.2M0.01%Q1 2026 09

Logan Stone Capital, LLC

CIK 0001535521

$12M949K3.02%Q4 2025 10

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$10M837K0.00%Q1 2026 11

OSAIC HOLDINGS, INC.

CIK 0001677044

$10M817K0.01%Q1 2026 12

Private Advisor Group, LLC

CIK 0001567755

$8M657K0.04%Q1 2026 13

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$7M615K0.06%Q1 2026 14

ROYAL BANK OF CANADA

CIK 0001000275

$7M600K0.00%Q1 2026 15

Equitable Holdings, Inc.

CIK 0001333986

$7M548K0.05%Q1 2026 16

PFG Investments, LLC

CIK 0001973224

$6M504K0.23%Q2 2026 17

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$6M500K0.02%Q1 2026 18

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$6M459K0.01%Q1 2026 19

Accel Wealth Management

CIK 0001838226

$5M449K1.21%Q2 2026 20

Kestra Advisory Services, LLC

CIK 0001830819

$5M409K0.02%Q1 2026

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