AI Holders Summary · Q1 2026

137 institutions reported RODM in Q1 2026. Cerity Partners LLC leads at 16.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Cerity Partners LLC

CIK 0001566475

$161M4.1M0.23%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$125M3.2M0.01%Q1 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$103M2.6M0.01%Q1 2026 04

Hartford Funds Management Co LLC

CIK 0001546587

$100M2.5M8.66%Q1 2026 05

Mill Creek Capital Advisors, LLC

CIK 0001964962

$70M1.8M1.43%Q1 2026 06

WCG Wealth Advisors LLC

CIK 0001855713

$68M1.7M1.91%Q1 2026 07

FOSTER & MOTLEY INC

CIK 0001163902

$42M1.1M2.18%Q1 2026 08

Intellus Advisors LLC

CIK 0002055137

$41M1.0M5.65%Q1 2026 09

LPL Financial LLC

CIK 0001403438

$38M969K0.01%Q1 2026 10

Mariner, LLC

CIK 0001373442

$38M953K0.04%Q1 2026 11

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$36M924K0.01%Q1 2026 12

UBS Group AG

CIK 0001610520

$26M658K0.00%Q1 2026 13

Private Advisor Group, LLC

CIK 0001567755

$22M549K0.10%Q1 2026 14

Goldstein Advisors, LLC

CIK 0001963807

$19M472K1.74%Q2 2026 15

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$17M431K0.03%Q1 2026 16

BEARING POINT CAPITAL, LLC

CIK 0002052916

$17M423K2.61%Q1 2026 17

Cetera Investment Advisers

CIK 0001666741

$15M388K0.02%Q1 2026 18

Clearstead Advisors, LLC

CIK 0000842775

$14M356K0.13%Q1 2026 19

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$13M332K0.01%Q1 2026 20

AMERIPRISE FINANCIAL INC

CIK 0000820027

$12M298K0.00%Q1 2026

Page 1 of 7

117 more holders available. Log in →