AI Holders Summary · Q2 2026

52 institutions reported TGRW in Q2 2026. National Pension Service leads at 80.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

National Pension Service

CIK 0001608046

$755M15.8M0.49%Q2 2026 02

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

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

MENORA MIVTACHIM HOLDINGS LTD.

CIK 0001351917

$14M294K0.05%Q2 2026 04

SNS Financial Group, LLC

CIK 0001557485

$5M100K0.09%Q2 2026 05

Lionshead Wealth Management, LLC

CIK 0002056752

$4M77K2.53%Q3 2026 06

James T. Borello RIA

CIK 0002157919

$3M59K0.59%Q3 2026 07

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$3M59K0.00%Q2 2026 08

MidFirst Bank

CIK 0002077076

$3M58K0.19%Q2 2026 09

SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/

CIK 0000894309

$3M54K1.05%Q2 2026 10

Ritter Daniher Financial Advisory LLC / DE

CIK 0001936603

$2M47K0.34%Q2 2026 11

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M35K0.00%Q2 2026 12

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M35K0.00%Q2 2026 13

HighTower Advisors, LLC

CIK 0001462245

$1M31K0.00%Q2 2026 14

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$1M28K0.00%Q2 2026 15

Berman McAleer LLC

CIK 0002094332

$1M26K0.15%Q3 2026 16

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT

CIK 0002035883

$1M25K0.34%Q2 2026 17

Corient Private Wealth LLC

CIK 0001948780

$1M25K0.00%Q2 2026 18

Sigma Planning Corp

CIK 0001449126

$1M23K0.03%Q2 2026 19

Northeast Financial Consultants Inc

CIK 0001599863

$1M24K0.04%Q2 2025 20

Compass Financial Group, INC/SD

CIK 0001964835

$974K20K0.11%Q3 2026

Page 1 of 3

32 more holders available. Log in →