AI Holders Summary · Q1 2026

85 institutions reported TOUS in Q1 2026. PRICE T ROWE ASSOCIATES INC /MD/ leads at 54.4% 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

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$580M16.8M0.07%Q1 2026 02

LPL Financial LLC

CIK 0001403438

$96M2.5M0.02%Q2 2026 03

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$75M2.2M0.01%Q1 2026 04

AMERIPRISE FINANCIAL INC

CIK 0000820027

$46M1.3M0.01%Q1 2026 05

MORGAN STANLEY

CIK 0000895421

$43M1.2M0.00%Q1 2026 06

WELLS FARGO & COMPANY/MN

CIK 0000072971

$36M1.0M0.01%Q1 2026 07

Cetera Investment Advisers

CIK 0001666741

$24M685K0.03%Q1 2026 08

Orion Portfolio Solutions, LLC

CIK 0001802647

$22M748K0.11%Q1 2025 09

Orion Porfolio Solutions, LLC

CIK 0001360533

$21M615K0.18%Q1 2026 10

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$21M629K0.01%Q1 2026 11

4J Wealth Management LLC

CIK 0001840775

$19M491K9.24%Q2 2026 12

Kingsview Wealth Management, LLC

CIK 0001791965

$16M472K0.22%Q1 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$15M445K0.00%Q1 2026 14

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$12M314K0.02%Q2 2026 15

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$9M232K0.01%Q2 2026 16

SMITH, MOORE & CO.

CIK 0000200724

$8M217K0.55%Q1 2026 17

Maia Wealth LLC

CIK 0002010858

$7M181K1.02%Q2 2026 18

WEALTH ALLIANCE, LLC

CIK 0001793904

$7M193K0.66%Q1 2026 19

JPMORGAN CHASE & CO

CIK 0000019617

$6M173K0.00%Q1 2026 20

Integrated Wealth Concepts LLC

CIK 0001737109

$5M159K0.04%Q1 2026

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