AI Holders Summary · Q2 2026

26 institutions reported PWRL in Q2 2026. Corient Private Wealth LLC leads at 58.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Corient Private Wealth LLC

CIK 0001948780

$57M3.9M0.07%Q2 2026 02

Cyndeo Wealth Partners, LLC

CIK 0001950947

$12M1.1M0.56%Q3 2026 03

SYON CAPITAL LLC

CIK 0001999353

$7M447K0.29%Q2 2026 04

AWM CAPITAL, LLC

CIK 0001806820

$4M381K0.29%Q3 2026 05

STIFEL FINANCIAL CORP

CIK 0000720672

$3M224K0.00%Q2 2026 06

RIPOSTE CAPITAL LLC

CIK 0001672355

$3M190K0.62%Q2 2026 07

Nitorum Capital, L.P.

CIK 0001630243

$2M142K1.42%Q2 2026 08

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M117K0.00%Q2 2026 09

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M112K0.00%Q2 2026 10

Resolute Advisors LLC

CIK 0001800217

$869K59K0.21%Q2 2026 11

Freestone Capital Holdings, LLC

CIK 0001470876

$722K49K0.02%Q2 2026 12

LEVIN CAPITAL STRATEGIES, L.P.

CIK 0001354821

$667K45K0.04%Q2 2026 13

HOLLENCREST CAPITAL MANAGEMENT

CIK 0001161722

$548K37K0.04%Q2 2026 14

AlTi Global, Inc.

CIK 0001838615

$475K32K0.01%Q2 2026 15

Parallel Advisors, LLC

CIK 0001690010

$457K31K0.01%Q2 2026 16

HighTower Advisors, LLC

CIK 0001462245

$431K29K0.00%Q2 2026 17

Summit Trail Advisors, LLC

CIK 0001698478

$329K22K0.00%Q2 2026 18

UBS Group AG

CIK 0001610520

$256K17K0.00%Q2 2026 19

Summit Financial, LLC

CIK 0001765536

$244K17K0.00%Q2 2026 20

IEQ CAPITAL, LLC

CIK 0001779789

$232K16K0.00%Q2 2026

Page 1 of 2

6 more holders available. Log in →