AI Holders Summary · Q2 2026

1,094 institutions reported SPEM in Q2 2026. Creative Planning leads at 15.8% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Creative Planning

CIK 0001540235

$1.1B21.4M0.65%Q2 2026 02

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$975M18.8M0.13%Q2 2026 03

LPL Financial LLC

CIK 0001403438

$926M17.9M0.21%Q2 2026 04

GOLDMAN SACHS GROUP INC

CIK 0000886982

$577M11.1M0.05%Q2 2026 05

MORGAN STANLEY

CIK 0000895421

$488M9.4M0.03%Q2 2026 06

Allworth Financial LP

CIK 0001555170

$374M7.2M1.59%Q2 2026 07

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$367M7.1M0.09%Q2 2026 08

STATE STREET CORP

CIK 0000093751

$271M5.2M0.01%Q2 2026 09

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CIK 0000882928

$214M4.1M0.74%Q2 2026 10

Financial Engines Advisors L.L.C.

CIK 0001420473

$202M3.9M0.36%Q2 2026 11

HighTower Advisors, LLC

CIK 0001462245

$183M3.5M0.18%Q2 2026 12

AMERIPRISE FINANCIAL INC

CIK 0000820027

$181M3.5M0.04%Q2 2026 13

Cerity Partners LLC

CIK 0001566475

$175M3.4M0.21%Q2 2026 14

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$174M3.4M0.09%Q2 2026 15

Horizon Investments, LLC

CIK 0001560717

$173M3.3M1.90%Q2 2026 16

CWM, LLC

CIK 0001535847

$140M3.0M0.37%Q1 2026 17

VANTAGEPOINT INVESTMENT ADVISERS LLC

CIK 0001087912

$125M2.4M0.94%Q2 2026 18

UBS Group AG

CIK 0001610520

$124M2.4M0.02%Q2 2026 19

BANK OF AMERICA CORP /DE/

CIK 0000070858

$121M2.3M0.01%Q2 2026 20

WELLS FARGO & COMPANY/MN

CIK 0000072971

$116M2.2M0.02%Q2 2026

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