AI Holders Summary · Q1 2026

21 institutions reported QLTI in Q1 2026. LAZARD ASSET MANAGEMENT LLC leads at 41.7% 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

LAZARD ASSET MANAGEMENT LLC

CIK 0001207017

$36M1.4M0.06%Q1 2026 02

Beta Wealth Group, Inc.

CIK 0001594417

$19M691K7.01%Q2 2026 03

HighTower Advisors, LLC

CIK 0001462245

$10M386K0.01%Q1 2026 04

Hartford Financial Management Inc.

CIK 0001352526

$7M260K1.57%Q2 2026 05

Berkeley, Inc

CIK 0002051965

$4M134K1.14%Q2 2026 06

MONETA GROUP INVESTMENT ADVISORS LLC

CIK 0001120927

$4M142K0.03%Q1 2026 07

Caprock Group, LLC

CIK 0001610769

$2M81K0.05%Q1 2026 08

Grantham, Mayo, Van Otterloo & Co. LLC

CIK 0001352662

$2M69K0.00%Q1 2026 09

CITADEL ADVISORS LLC

CIK 0001423053

$723K27K0.00%Q4 2025 10

GOLDMAN SACHS GROUP INC

CIK 0000886982

$640K26K0.00%Q1 2026 11

RPS ADVISORY SOLUTIONS LLC

CIK 0002031671

$590K24K0.33%Q1 2026 12

Dynamic Advisor Solutions LLC

CIK 0001599747

$526K19K0.01%Q2 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$328K13K0.00%Q1 2026 14

Broyhill Asset Management, LLC

CIK 0001966057

$280K11K0.26%Q1 2026 15

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$237K9K0.00%Q1 2026 16

Orcam Financial Group

CIK 0001905367

$225K9K0.16%Q1 2026 17

Parallel Advisors, LLC

CIK 0001690010

$142K6K0.00%Q1 2026 18

UBS Group AG

CIK 0001610520

$94K4K0.00%Q1 2026 19

MAI Capital Management

CIK 0001040197

$11K4600.00%Q1 2026 20

Sankala Group LLC

CIK 0002113426

$2K680.00%Q1 2026

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