AI Holders Summary · Q4 2025

161 institutions reported QLTY in Q4 2025. AIA Group Ltd leads at 20.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

AIA Group Ltd

CIK 0001522877

$530M13.8M7.93%Q4 2025 02

Merit Financial Group, LLC

CIK 0001621225

$352M8.4M2.15%Q2 2026 03

Allworth Financial LP

CIK 0001555170

$299M8.3M1.21%Q1 2026 04

BROWN BROTHERS HARRIMAN & CO

CIK 0000014661

$293M8.1M1.57%Q1 2026 05

HB Wealth Management, LLC

CIK 0001911253

$214M5.9M1.38%Q1 2026 06

Legacy Advisors, LLC

CIK 0001720969

$143M3.4M13.36%Q2 2026 07

LAZARD ASSET MANAGEMENT LLC

CIK 0001207017

$94M2.6M0.15%Q1 2026 08

Focus Partners Wealth

CIK 0001542153

$73M1.9M0.08%Q4 2025 09

Crestwood Advisors Group, LLC

CIK 0001426853

$64M1.8M1.08%Q1 2026 10

Perigon Wealth Management, LLC

CIK 0001575239

$63M1.7M1.14%Q1 2026 11

Alvarez & Marsal Private Wealth Partners, LLC

CIK 0002109121

$63M1.7M8.78%Q1 2026 12

FFT WEALTH MANAGEMENT LLC

CIK 0001653199

$59M1.6M10.73%Q1 2026 13

Gitterman Wealth Management, LLC

CIK 0001861558

$59M1.6M13.46%Q3 2025 14

Atria Investments, Inc

CIK 0001535865

$52M1.4M0.59%Q1 2026 15

Prodigy Asset Management LLC

CIK 0001956244

$51M1.2M15.47%Q2 2026 16

Trustees of Dartmouth College

CIK 0001599404

$40M1.1M15.76%Q1 2026 17

Modern Wealth Management, LLC

CIK 0002001900

$38M1.0M0.65%Q1 2026 18

Auxano Advisors, LLC

CIK 0001811491

$34M953K6.88%Q1 2026 19

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$34M932K0.01%Q1 2026 20

CENTRAL TRUST Co

CIK 0000044365

$30M821K0.58%Q1 2026

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