AI Holders Summary · Q2 2026

31 institutions reported SEMI in Q2 2026. Cetera Investment Advisers leads at 23.5% 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

Cetera Investment Advisers

CIK 0001666741

$3M85K0.00%Q2 2026 02

WealthPlan Investment Management, LLC

CIK 0001929986

$3M71K0.14%Q2 2026 03

WealthPLAN Partners, LLC

CIK 0001639943

$2M64K0.36%Q1 2026 04

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$866K30K0.00%Q1 2026 05

LPL Financial LLC

CIK 0001403438

$848K21K0.00%Q2 2026 06

Next Level Private LLC

CIK 0001910366

$745K18K0.15%Q2 2026 07

Fermata Advisors, LLC

CIK 0001859259

$642K16K0.13%Q2 2026 08

Kestra Advisory Services, LLC

CIK 0001830819

$555K14K0.00%Q2 2026 09

Janney Montgomery Scott LLC

CIK 0001329948

$521K18K0.00%Q1 2026 10

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$423K15K0.00%Q1 2026 11

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$391K10K0.00%Q2 2026 12

SWEENEY & MICHEL, LLC

CIK 0001979556

$311K8K0.08%Q2 2026 13

Stratos Wealth Advisors, LLC

CIK 0001707202

$262K6K0.01%Q2 2026 14

NewEdge Advisors, LLC

CIK 0001633516

$239K6K0.00%Q2 2026 15

Stratos Wealth Partners, LTD.

CIK 0001612865

$217K5K0.00%Q2 2026 16

JFG Wealth Management, LLC

CIK 0001766972

$213K7K0.04%Q3 2025 17

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$131K3K0.00%Q2 2026 18

JPMORGAN CHASE & CO

CIK 0000019617

$49K1K0.00%Q2 2026 19

ORG Partners LLC

CIK 0001979372

$38K1K0.01%Q4 2025 20

Golden State Equity Partners

CIK 0001845003

$36K1K0.00%Q1 2026

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