AI Holders Summary · Q2 2026

492 institutions reported PULS in Q2 2026. JPMORGAN CHASE & CO leads at 27.8% 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

JPMORGAN CHASE & CO

CIK 0000019617

$2.5B50.6M0.14%Q2 2026 02

PRUDENTIAL FINANCIAL INC

CIK 0001137774

$1.3B27.2M1.47%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$926M18.7M0.05%Q2 2026 04

LPL Financial LLC

CIK 0001403438

$693M14.0M0.16%Q2 2026 05

BANK OF AMERICA CORP /DE/

CIK 0000070858

$601M12.1M0.04%Q2 2026 06

WELLS FARGO & COMPANY/MN

CIK 0000072971

$439M8.9M0.07%Q2 2026 07

FMR LLC

CIK 0000315066

$311M6.3M0.01%Q2 2026 08

Cetera Investment Advisers

CIK 0001666741

$289M5.8M0.26%Q2 2026 09

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$266M5.4M0.07%Q2 2026 10

UBS Group AG

CIK 0001610520

$223M4.5M0.03%Q2 2026 11

Kensington Asset Management, LLC

CIK 0001979884

$218M4.4M11.91%Q2 2026 12

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$206M4.1M0.08%Q2 2026 13

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$201M4.0M0.03%Q2 2026 14

PNC FINANCIAL SERVICES GROUP, INC.

CIK 0000713676

$194M3.9M0.12%Q4 2025 15

ROYAL BANK OF CANADA

CIK 0001000275

$129M2.6M0.02%Q2 2026 16

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$114M2.3M0.14%Q2 2026 17

AMERIPRISE FINANCIAL INC

CIK 0000820027

$108M2.2M0.02%Q2 2026 18

NewEdge Advisors, LLC

CIK 0001633516

$102M2.0M0.30%Q2 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$97M2.0M0.11%Q2 2026 20

STIFEL FINANCIAL CORP

CIK 0000720672

$89M1.8M0.07%Q2 2026

Page 1 of 25

472 more holders available. Log in →