AI Holders Summary · Q1 2026

570 institutions reported SPAB in Q1 2026. LPL Financial LLC leads at 16.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

LPL Financial LLC

CIK 0001403438

$633M24.7M0.17%Q1 2026 02

STATE STREET CORP

CIK 0000093751

$404M15.8M0.01%Q1 2026 03

CWM, LLC

CIK 0001535847

$359M14.0M0.94%Q1 2026 04

Cerity Partners LLC

CIK 0001566475

$325M12.7M0.46%Q1 2026 05

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$251M9.8M0.07%Q1 2026 06

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CIK 0000944361

$250M9.8M3.28%Q2 2026 07

EXCHANGE TRADED CONCEPTS, LLC

CIK 0001457320

$248M9.7M1.13%Q2 2026 08

RiverFront Investment Group, LLC

CIK 0001469751

$199M7.8M3.09%Q1 2026 09

Horizon Investments, LLC

CIK 0001560717

$183M7.1M2.31%Q4 2025 10

Tidal Investments LLC

CIK 0001600064

$152M6.0M0.32%Q1 2026 11

BANK OF AMERICA CORP /DE/

CIK 0000070858

$150M5.8M0.01%Q1 2026 12

OSAIC HOLDINGS, INC.

CIK 0001677044

$111M4.3M0.16%Q1 2026 13

TOBIAS FINANCIAL ADVISORS, INC.

CIK 0001802080

$107M4.2M14.90%Q1 2026 14

Willow Creek Wealth Management Inc.

CIK 0001632407

$102M3.9M8.38%Q3 2025 15

Baker Avenue Asset Management, LP

CIK 0001432529

$87M3.4M1.96%Q1 2026 16

Wealthcare Advisory Partners LLC

CIK 0001683059

$82M3.2M1.55%Q2 2026 17

Good Life Advisors, LLC

CIK 0001696260

$73M2.8M4.55%Q2 2025 18

Convergence Financial, LLC

CIK 0002034001

$72M2.8M7.65%Q1 2026 19

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$71M2.8M0.02%Q1 2026 20

Kingsview Wealth Management, LLC

CIK 0001791965

$69M2.7M0.94%Q1 2026

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