AI Holders Summary · Q2 2026

580 institutions reported SPAB in Q2 2026. LPL Financial LLC leads at 16.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

LPL Financial LLC

CIK 0001403438

$646M25.3M0.15%Q2 2026 02

STATE STREET CORP

CIK 0000093751

$371M14.5M0.01%Q2 2026 03

Cerity Partners LLC

CIK 0001566475

$368M14.4M0.44%Q2 2026 04

CWM, LLC

CIK 0001535847

$359M14.0M0.94%Q1 2026 05

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$252M9.9M0.06%Q2 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

$199M7.8M2.63%Q2 2026 09

BANK OF AMERICA CORP /DE/

CIK 0000070858

$182M7.1M0.01%Q2 2026 10

Tidal Investments LLC

CIK 0001600064

$143M5.6M0.25%Q2 2026 11

Horizon Investments, LLC

CIK 0001560717

$132M9.7M1.44%Q2 2026 12

OSAIC HOLDINGS, INC.

CIK 0001677044

$116M4.6M0.14%Q2 2026 13

TOBIAS FINANCIAL ADVISORS, INC.

CIK 0001802080

$113M4.4M14.35%Q2 2026 14

Willow Creek Wealth Management Inc.

CIK 0001632407

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

Baker Avenue Asset Management, LP

CIK 0001432529

$90M3.5M1.70%Q2 2026 16

Wealthcare Advisory Partners LLC

CIK 0001683059

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

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$75M2.9M0.02%Q2 2026 18

Good Life Advisors, LLC

CIK 0001696260

$73M2.8M4.55%Q2 2025 19

Kingsview Wealth Management, LLC

CIK 0001791965

$71M2.8M0.85%Q2 2026 20

MORGAN STANLEY

CIK 0000895421

$69M2.7M0.00%Q2 2026

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