AI Holders Summary · Q1 2026

39 institutions reported REFR in Q1 2026. MGO ONE SEVEN LLC leads at 22.4% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

MGO ONE SEVEN LLC

CIK 0001731444

$828K918K0.02%Q1 2026 02

Focus Partners Wealth

CIK 0001542153

$650K496K0.00%Q4 2025 03

BlackRock, Inc.

CIK 0002012383

$560K608K0.00%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$512K568K0.00%Q1 2026 05

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$273K303K0.00%Q1 2026 06

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$160K177K0.00%Q1 2026 07

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$155K172K0.00%Q1 2026 08

CITADEL ADVISORS LLC

CIK 0001423053

$99K76K0.00%Q4 2025 09

STATE STREET CORP

CIK 0000093751

$95K106K0.00%Q1 2026 10

SHUFRO ROSE & CO LLC

CIK 0000908195

$90K98K0.01%Q1 2026 11

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$63K68K0.00%Q1 2026 12

NORTHERN TRUST CORP

CIK 0000073124· Index

$48K53K0.00%Q1 2026 13

Kingsview Wealth Management, LLC

CIK 0001791965

$41K45K0.00%Q1 2026 14

XTX Topco Ltd

CIK 0001828301

$30K33K0.00%Q1 2026 15

FreeGulliver LLC

CIK 0002032561

$18K20K0.01%Q1 2026 16

GOLDMAN SACHS GROUP INC

CIK 0000886982

$17K19K0.00%Q1 2026 17

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$16K18K0.00%Q1 2026 18

TWO SIGMA SECURITIES, LLC

CIK 0001450144· Market maker

$15K16K0.00%Q1 2026 19

MERCER GLOBAL ADVISORS INC /ADV

CIK 0000853758

$13K14K0.00%Q1 2026 20

Focus Partners Advisor Solutions, LLC

CIK 0001868872

$13K14K0.00%Q1 2026

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