AI Holders Summary · Q2 2026

166 institutions reported QLTY in Q2 2026. AIA Group Ltd leads at 19.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

AIA Group Ltd

CIK 0001522877

$631M15.1M7.93%Q2 2026 02

BROWN BROTHERS HARRIMAN & CO

CIK 0000014661

$434M10.4M1.90%Q2 2026 03

Merit Financial Group, LLC

CIK 0001621225

$352M8.4M2.15%Q2 2026 04

HB Wealth Management, LLC

CIK 0001911253

$271M6.7M1.52%Q2 2026 05

Allworth Financial LP

CIK 0001555170

$254M6.1M1.08%Q2 2026 06

Trustees of Dartmouth College

CIK 0001599404

$160M3.8M47.86%Q2 2026 07

Legacy Advisors, LLC

CIK 0001720969

$143M3.4M13.36%Q2 2026 08

LAZARD ASSET MANAGEMENT LLC

CIK 0001207017

$120M2.9M0.18%Q2 2026 09

LPL Financial LLC

CIK 0001403438

$106M2.5M0.02%Q2 2026 10

Focus Partners Wealth

CIK 0001542153

$103M2.5M0.11%Q2 2026 11

Crestwood Advisors Group, LLC

CIK 0001426853

$82M2.0M1.22%Q2 2026 12

FFT WEALTH MANAGEMENT LLC

CIK 0001653199

$75M1.8M11.81%Q2 2026 13

Perigon Wealth Management, LLC

CIK 0001575239

$74M1.8M1.16%Q2 2026 14

Alvarez & Marsal Private Wealth Partners, LLC

CIK 0002109121

$71M1.7M9.38%Q2 2026 15

Atria Investments, Inc

CIK 0001535865

$71M1.7M0.71%Q2 2026 16

Gitterman Wealth Management, LLC

CIK 0001861558

$59M1.6M13.46%Q3 2025 17

Prodigy Asset Management LLC

CIK 0001956244

$51M1.2M15.47%Q2 2026 18

MONETA GROUP INVESTMENT ADVISORS LLC

CIK 0001120927

$43M1.0M0.32%Q2 2026 19

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$40M970K0.01%Q2 2026 20

Auxano Advisors, LLC

CIK 0001811491

$40M951K7.50%Q2 2026

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