AI Holders Summary · Q1 2026

60 institutions reported SFY in Q1 2026. SOFI WEALTH, LLC leads at 81.0% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

SOFI WEALTH, LLC

CIK 0001925582

$219M1.8M10.55%Q1 2026 02

MUSTICO FINANCIAL GROUP, INC.

CIK 0002034361

$9M13K6.43%Q1 2026 03

GOLDMAN SACHS GROUP INC

CIK 0000886982

$9M70K0.00%Q1 2026 04

Advisors Capital Management, LLC

CIK 0001345576

$7M58K0.08%Q1 2026 05

LPL Financial LLC

CIK 0001403438

$5M37K0.00%Q1 2026 06

Nova Wealth Management, Inc.

CIK 0002051980

$3M23K1.86%Q2 2026 07

CITADEL ADVISORS LLC

CIK 0001423053

$3M22K0.00%Q4 2025 08

Teamwork Financial Advisors, LLC

CIK 0001629931

$3M18K0.24%Q2 2026 09

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$2M15K0.00%Q1 2026 10

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$2M13K0.00%Q1 2026 11

WEDBUSH SECURITIES INC

CIK 0001142495

$2M12K0.05%Q1 2026 12

Centric Wealth Management

Concurrent Investment Advisors, LLC

CIK 0002001015

$1M8K0.01%Q1 2026 15

GTS SECURITIES LLC

CIK 0001452765· Market maker

$991K8K0.04%Q1 2026 16

Bawa N Mallick Trust

CIK 0002040013

$826K7K0.34%Q1 2026 17

ZEGA Investments, LLC

CIK 0002045703

$801K6K0.09%Q1 2026 18

Pathway Financial Advisers, LLC

CIK 0002024152

$773K6K0.22%Q1 2026 19

Joel Isaacson & Co., LLC

CIK 0001599330

$520K4K0.02%Q1 2026 20

FMR LLC

CIK 0000315066

$500K4K0.00%Q1 2026

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