AI Holders Summary · Q1 2026

489 institutions reported QTUM in Q1 2026. LPL Financial LLC leads at 21.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

LPL Financial LLC

CIK 0001403438

$121M1.1M0.03%Q1 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$84M785K0.01%Q1 2026 03

Parkway Wealth Management Group, LLC

CIK 0002065679

$36M311K4.57%Q1 2026 04

ROYAL BANK OF CANADA

CIK 0001000275

$29M267K0.01%Q1 2026 05

Gradient Investments LLC

CIK 0001542265

$27M165K0.38%Q2 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$25M232K0.01%Q1 2026 07

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$23M219K0.01%Q1 2026 08

Madrona Financial Services, LLC

CIK 0001578370

$23M138K4.21%Q2 2026 09

ASSETMARK, INC

CIK 0001344551

$20M185K0.04%Q4 2025 10

Daiwa Securities Group Inc.

CIK 0001481045

$19M181K0.06%Q1 2026 11

OSAIC HOLDINGS, INC.

CIK 0001677044

$19M177K0.03%Q1 2026 12

HENGEHOLD CAPITAL MANAGEMENT LLC

CIK 0001536430

$19M113K1.45%Q2 2026 13

Steward Partners Investment Advisory, LLC

CIK 0001723397

$18M170K0.09%Q1 2026 14

BFI Infinity Ltd.

CIK 0002043810

$18M109K5.35%Q2 2026 15

STIFEL FINANCIAL CORP

CIK 0000720672

$17M157K0.02%Q1 2026 16

Kraft, Davis & Associates, LLC

CIK 0001919438

$16M106K3.37%Q2 2026 17

B & T Capital Management DBA Alpha Capital Management

CIK 0001450935

$16M145K2.26%Q1 2026 18

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$15M144K0.04%Q1 2026 19

Cetera Investment Advisers

CIK 0001666741

$15M140K0.02%Q1 2026 20

CITADEL ADVISORS LLC

CIK 0001423053

$13M122K0.00%Q4 2025

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