AI Holders Summary · Q2 2026

47 institutions reported SPBU in Q2 2026. Savant Capital, LLC leads at 29.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Savant Capital, LLC

CIK 0001482880

$37M1.2M0.11%Q2 2026 02

Transcendent Capital Group LLC

CIK 0002013703

$19M632K7.44%Q2 2026 03

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$8M264K0.01%Q2 2026 04

OPTIMA CAPITAL LLC

CIK 0002070972

$8M261K3.12%Q2 2026 05

OSAIC HOLDINGS, INC.

CIK 0001677044

$8M252K0.01%Q2 2026 06

Cetera Investment Advisers

CIK 0001666741

$7M246K0.01%Q2 2026 07

Advisory Services Network, LLC

CIK 0001573876

$6M203K0.07%Q2 2026 08

Core Wealth Advisors, Inc.

CIK 0001770532

$6M198K1.20%Q2 2026 09

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$6M192K0.08%Q2 2026 10

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$5M155K0.00%Q2 2026 11

Patriot Financial Group Insurance Agency, LLC

CIK 0001694883

$3M115K0.36%Q2 2026 12

CGN Advisors LLC

CIK 0001841506

$3M89K0.20%Q2 2026 13

VIMA LLC

CIK 0002012155

$2M65K1.92%Q2 2026 14

Stonebridge Financial Group, LLC / MO

CIK 0002109198

$1M47K0.94%Q2 2026 15

MML INVESTORS SERVICES, LLC

CIK 0000701059

$1M42K0.00%Q2 2026 16

SageGuard Financial Group, LLC

CIK 0001861378

$964K32K0.14%Q2 2026 17

Madrona Financial Services, LLC

CIK 0001578370

$959K32K0.18%Q2 2026 18

STEPHENS INC /AR/

CIK 0000757657

$861K28K0.01%Q2 2026 19

Capital Investment Advisory Services, LLC

CIK 0001659203

$847K28K0.05%Q2 2026 20

AE Wealth Management LLC

CIK 0001697723

$818K27K0.00%Q2 2026

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