AI Holders Summary · Q1 2026

34 institutions reported SWMR in Q1 2026. Cambridge Investment Research Advisors, Inc. leads at 14.7% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$1M25K0.00%Q1 2026 02

FIFTH THIRD BANCORP

CIK 0000035527

$1M23K0.00%Q1 2026 03

Magnus Financial Group LLC

CIK 0001765216

$886K20K0.06%Q2 2026 04

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$693K15K0.00%Q1 2026 05

Vident Advisory, LLC

CIK 0001744347

$669K14K0.01%Q1 2026 06

Defiance ETFs, LLC

CIK 0001732541

$664K14K0.01%Q1 2026 07

Penserra Capital Management LLC

CIK 0001593324

$663K14K0.01%Q1 2026 08

Marex Group plc

CIK 0001997464

$533K11K0.00%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$351K7K0.00%Q1 2026 10

SG Americas Securities, LLC

CIK 0001313360

$276K6K0.00%Q1 2026 11

Sovereign Financial Group, Inc.

CIK 0001846175

$255K6K0.04%Q2 2026 12

MORGAN STANLEY

CIK 0000895421

$191K4K0.00%Q1 2026 13

UBS Group AG

CIK 0001610520

$189K4K0.00%Q1 2026 14

ROYAL BANK OF CANADA

CIK 0001000275

$57K1K0.00%Q1 2026 15

SBI Securities Co., Ltd.

CIK 0001851815

$56K1K0.00%Q2 2026 16

Police & Firemen's Retirement System of New Jersey

CIK 0002040686

$52K1K0.00%Q2 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$44K9370.00%Q1 2026 18

IFP Advisors, Inc

CIK 0001641866

$41K9360.00%Q2 2026 19

Quantbot Technologies LP

CIK 0001512991

$32K6840.00%Q1 2026 20

WELLS FARGO & COMPANY/MN

CIK 0000072971

$24K5050.00%Q1 2026

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