AI Holders Summary · Q1 2026

25 institutions reported TRIB in Q1 2026. HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC leads at 60.0% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

CIK 0001380137

$292K536K0.04%Q1 2026 02

Williams & Novak, LLC

CIK 0001998419

$55K141K0.04%Q2 2026 03

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$30K77K0.00%Q2 2026 04

CITADEL ADVISORS LLC

CIK 0001423053

$30K38K0.00%Q4 2025 05

Virtu Financial LLC

CIK 0001533964· Market maker

$14K27K0.00%Q1 2026 06

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$12K22K0.00%Q1 2026 07

Moss Adams Wealth Advisors LLC

CIK 0001661245

$10K26K0.00%Q2 2026 08

INSPIRION WEALTH ADVISORS, LLC

CIK 0001633448

$9K25K0.00%Q2 2026 09

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$8K20K0.00%Q2 2026 10

BECKER CAPITAL MANAGEMENT INC

CIK 0000799004

$7K18K0.00%Q2 2026 11

LPL Financial LLC

CIK 0001403438

$7K18K0.00%Q2 2026 12

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$5K13K0.00%Q2 2026 13

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$1K4K0.00%Q2 2026 16

WELLS FARGO & COMPANY/MN

CIK 0000072971

$9723K0.00%Q2 2026 17

Farther Finance Advisors, LLC

CIK 0001992825

$7782K0.00%Q2 2026 18

UBS Group AG

CIK 0001610520

$4311K0.00%Q2 2026 19

CIBC Private Wealth Group LLC

CIK 0001298088

$1762220.00%Q4 2025 20

MORGAN STANLEY

CIK 0000895421

$1564000.00%Q2 2026

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