AI Holders Summary · Q2 2026

138 institutions reported RODM in Q2 2026. Cerity Partners LLC leads at 18.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Cerity Partners LLC

CIK 0001566475

$209M5.2M0.25%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$131M3.2M0.01%Q2 2026 03

Hartford Funds Management Co LLC

CIK 0001546587

$104M2.6M8.31%Q2 2026 04

BANK OF AMERICA CORP /DE/

CIK 0000070858

$103M2.6M0.01%Q2 2026 05

Pathstone Holdings, LLC

CIK 0002011612

$72M1.8M0.21%Q2 2026 06

WCG Wealth Advisors LLC

CIK 0001855713

$72M1.8M1.70%Q2 2026 07

Mill Creek Capital Advisors, LLC

CIK 0001964962

$70M1.8M1.43%Q1 2026 08

LPL Financial LLC

CIK 0001403438

$44M1.1M0.01%Q2 2026 09

Intellus Advisors LLC

CIK 0002055137

$43M1.1M5.16%Q2 2026 10

FOSTER & MOTLEY INC

CIK 0001163902

$42M1.1M2.18%Q1 2026 11

Mariner, LLC

CIK 0001373442

$38M944K0.04%Q2 2026 12

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$37M926K0.01%Q2 2026 13

UBS Group AG

CIK 0001610520

$31M771K0.00%Q2 2026 14

AMERIPRISE FINANCIAL INC

CIK 0000820027

$20M486K0.00%Q2 2026 15

Goldstein Advisors, LLC

CIK 0001963807

$19M472K1.74%Q2 2026 16

BEARING POINT CAPITAL, LLC

CIK 0002052916

$19M458K2.50%Q2 2026 17

Private Advisor Group, LLC

CIK 0001567755

$18M439K0.08%Q2 2026 18

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$17M424K0.03%Q2 2026 19

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$17M417K0.01%Q2 2026 20

Cetera Investment Advisers

CIK 0001666741

$15M380K0.01%Q2 2026

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