AI Holders Summary · Q2 2026

244 institutions reported PTY in Q2 2026. NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO leads at 11.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$33M2.7M0.02%Q2 2026 02

LPL Financial LLC

CIK 0001403438

$32M2.6M0.01%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$31M2.6M0.00%Q2 2026 04

WELLS FARGO & COMPANY/MN

CIK 0000072971

$30M2.5M0.00%Q2 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

$18M1.5M0.00%Q2 2026 08

Cetera Investment Advisers

CIK 0001666741

$16M1.3M0.01%Q2 2026 09

Logan Stone Capital, LLC

CIK 0001535521

$12M949K3.02%Q4 2025 10

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$11M949K0.00%Q2 2026 11

OSAIC HOLDINGS, INC.

CIK 0001677044

$11M932K0.01%Q2 2026 12

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$10M794K0.06%Q2 2026 13

ROYAL BANK OF CANADA

CIK 0001000275

$8M638K0.00%Q2 2026 14

AXXCESS WEALTH MANAGEMENT, LLC

CIK 0001911056

$8M625K0.12%Q2 2026 15

Equitable Holdings, Inc.

CIK 0001333986

$7M553K0.04%Q2 2026 16

PFG Investments, LLC

CIK 0001973224

$6M504K0.23%Q2 2026 17

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$6M500K0.02%Q1 2026 18

Private Advisor Group, LLC

CIK 0001567755

$6M478K0.03%Q2 2026 19

Accel Wealth Management

CIK 0001838226

$5M449K1.21%Q2 2026 20

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$5M442K0.01%Q2 2026

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