AI Holders Summary · Q2 2026

65 institutions reported SAR in Q2 2026. Lido Advisors, LLC leads at 11.8% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Lido Advisors, LLC

CIK 0001650150

$4M182K0.01%Q2 2026 02

Private Advisor Group, LLC

CIK 0001567755

$3M147K0.01%Q2 2026 03

Legal & General Group Plc

CIK 0000764068

$3M141K0.00%Q2 2026 04

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CIK 0001818604

$3M116K0.16%Q2 2026 05

LPL Financial LLC

CIK 0001403438

$2M112K0.00%Q2 2026 06

Advisors Asset Management, Inc.

CIK 0001297376

$2M107K0.04%Q1 2026 07

Palogic Value Management, L.P.

CIK 0001532943

$2M93K0.34%Q2 2026 08

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M85K0.00%Q2 2026 09

CITADEL ADVISORS LLC

CIK 0001423053

$2M70K0.00%Q2 2026 10

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$1M89K0.04%Q3 2026 11

Ethos Financial Group, LLC

CIK 0001954242

$1M57K0.08%Q2 2026 12

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$1M55K0.00%Q2 2026 13

BlackRock, Inc.

CIK 0002012383

$1M53K0.00%Q2 2026 14

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$1M49K0.00%Q2 2026 15

MORGAN STANLEY

CIK 0000895421

$931K42K0.00%Q2 2026 16

Wealthcare Advisory Partners LLC

CIK 0001683059

$856K51K0.01%Q3 2026 17

JB CAPITAL PARTNERS LP

CIK 0001138532

$737K34K0.11%Q2 2026 18

Next Level Private LLC

CIK 0001910366

$725K44K0.14%Q3 2026 19

Focus Partners Wealth

CIK 0001542153

$701K31K0.00%Q2 2026 20

BI Asset Management Fondsmaeglerselskab A/S

CIK 0001778131

$591K27K0.01%Q1 2026

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