AI Holders Summary · Q1 2026

43 institutions reported SPBU in Q1 2026. Savant Capital, LLC leads at 25.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Savant Capital, LLC

CIK 0001482880

$27M1.0M0.13%Q1 2026 02

Transcendent Capital Group LLC

CIK 0002013703

$17M619K7.66%Q1 2026 03

OSAIC HOLDINGS, INC.

CIK 0001677044

$9M340K0.01%Q1 2026 04

OPTIMA CAPITAL LLC

CIK 0002070972

$8M261K3.12%Q2 2026 05

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$7M268K0.01%Q1 2026 06

Cetera Investment Advisers

CIK 0001666741

$6M207K0.01%Q1 2026 07

Advisory Services Network, LLC

CIK 0001573876

$6M204K0.07%Q1 2026 08

Core Wealth Advisors, Inc.

CIK 0001770532

$5M185K1.20%Q1 2026 09

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$5M177K0.07%Q1 2026 10

Patriot Financial Group Insurance Agency, LLC

CIK 0001694883

$3M115K0.36%Q2 2026 11

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$3M126K0.00%Q1 2026 12

CGN Advisors LLC

CIK 0001841506

$3M89K0.20%Q2 2026 13

VIMA LLC

CIK 0002012155

$2M65K1.92%Q2 2026 14

ALLIANZ SE

CIK 0001127508

$1M53K0.02%Q1 2026 15

Stonebridge Financial Group, LLC / MO

CIK 0002109198

$1M47K0.94%Q2 2026 16

Madrona Financial Services, LLC

CIK 0001578370

$959K32K0.18%Q2 2026 17

Capital Investment Advisory Services, LLC

CIK 0001659203

$847K28K0.05%Q2 2026 18

RFG Advisory, LLC

CIK 0001633387

$813K27K0.01%Q2 2026 19

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$794K29K0.00%Q1 2026 20

MML INVESTORS SERVICES, LLC

CIK 0000701059

$718K26K0.00%Q1 2026

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