AI Holders Summary · Q2 2026

39 institutions reported TTEN in Q2 2026. Mediolanum International Funds Ltd leads at 44.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Mediolanum International Funds Ltd

CIK 0002022028

$31M398K0.27%Q2 2026 02

KEATING INVESTMENT COUNSELORS INC

CIK 0001020580

$8M101K2.17%Q2 2026 03

Energy Income Partners, LLC

CIK 0001388814

$7M84K0.10%Q2 2026 04

AVANTAX ADVISORY SERVICES, INC.

CIK 0001303042

$4M70K0.02%Q2 2025 05

JARISLOWSKY, FRASER Ltd

CIK 0001123778

$3M48K0.02%Q3 2025 06

LINCLUDEN MANAGEMENT LTD

CIK 0001058231

$3M29K0.29%Q1 2026 07

Stolper Co

CIK 0001808195⚠ data anomaly

$3M50K0.73%Q1 2026 08

FORTE CAPITAL LLC /ADV

CIK 0001022314

$2M32K0.21%Q2 2025 09

OLIVER LAGORE VANVALIN INVESTMENT GROUP

CIK 0001907568

$2M23K0.59%Q2 2025 10

FNY Investment Advisers, LLC

CIK 0001742998

$1M16K0.63%Q1 2026 11

Callan Capital, LLC

CIK 0001542166

$1M22K0.11%Q1 2025 12

Schechter Investment Advisors, LLC

CIK 0001951586

$1M20K0.11%Q1 2025 13

Argyle Capital Management, LLC

CIK 0001321194

$886K11K0.26%Q2 2026 14

PARK CIRCLE Co

CIK 0001546592

$778K10K0.66%Q2 2026 15

Hendershot Investments Inc.

CIK 0001541496

$618K8K0.08%Q2 2026 16

FULLCIRCLE WEALTH LLC

CIK 0002030910

$529K9K0.19%Q3 2025 17

Good Life Advisors, LLC

CIK 0001696260

$495K8K0.03%Q2 2025 18

Marcum Wealth, LLC

CIK 0001784450

$371K6K0.03%Q1 2025 19

Delta Financial Group, Inc.

CIK 0001965718

$354K6K0.08%Q1 2025 20

Atria Wealth Solutions, Inc.

CIK 0001927543

$299K5K0.01%Q2 2025

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