AI Holders Summary · Q1 2026

46 institutions reported TGRW in Q1 2026. National Pension Service leads at 79.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

National Pension Service

CIK 0001608046

$640M15.8M0.49%Q1 2026 02

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$133M3.3M0.02%Q1 2026 03

MENORA MIVTACHIM HOLDINGS LTD.

CIK 0001351917

$12M294K0.06%Q1 2026 04

Lionshead Wealth Management, LLC

CIK 0002056752

$3M77K2.30%Q1 2026 05

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$3M71K0.00%Q1 2026 06

MidFirst Bank

CIK 0002077076

$3M62K0.21%Q1 2026 07

Ritter Daniher Financial Advisory LLC / DE

CIK 0001936603

$2M47K0.34%Q2 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$1M35K0.00%Q1 2026 09

Berman McAleer LLC

CIK 0002094332

$1M26K0.14%Q2 2026 10

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

CIK 0002035883

$1M25K0.34%Q2 2026 11

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

CIK 0000894309

$1M29K0.70%Q1 2026 12

Kestra Advisory Services, LLC

CIK 0001830819

$1M29K0.00%Q1 2026 13

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$1M27K0.00%Q1 2026 14

BANK OF AMERICA CORP /DE/

CIK 0000070858

$1M27K0.00%Q1 2026 15

Northeast Financial Consultants Inc

CIK 0001599863

$1M24K0.04%Q2 2025 16

Corient Private Wealth LLC

CIK 0001948780

$992K25K0.00%Q1 2026 17

Compass Financial Group, INC/SD

CIK 0001964835

$984K24K0.14%Q1 2026 18

Capital Advisors, Ltd. LLC

CIK 0001597878

$877K22K0.10%Q1 2026 19

Sigma Planning Corp

CIK 0001449126

$836K21K0.02%Q1 2026 20

HighTower Advisors, LLC

CIK 0001462245

$816K20K0.00%Q1 2026

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