AI Holders Summary · Q2 2026

78 institutions reported USCI in Q2 2026. MATAURO, LLC leads at 30.8% 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

MATAURO, LLC

CIK 0002052964

$34M365K4.46%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$14M149K0.00%Q1 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$14M149K0.00%Q1 2026 04

LPL Financial LLC

CIK 0001403438

$7M75K0.00%Q1 2026 05

Axiom Financial Strategies, LLC

CIK 0001831985

$6M63K2.13%Q1 2026 06

OSAIC HOLDINGS, INC.

CIK 0001677044

$5M48K0.01%Q1 2026 07

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$5M47K0.00%Q1 2026 08

Cetera Investment Advisers

CIK 0001666741

$4M39K0.00%Q1 2026 09

AMERIPRISE FINANCIAL INC

CIK 0000820027

$4M39K0.00%Q1 2026 10

Pekin Hardy Strauss, Inc.

CIK 0001020317

$2M26K0.26%Q1 2026 11

ROYAL BANK OF CANADA

CIK 0001000275

$2M26K0.00%Q1 2026 12

Winter & Associates, Inc.

CIK 0002109063

$2M20K1.42%Q2 2026 13

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CIK 0000944361

$2M20K0.02%Q2 2026 14

CAZ INVESTMENTS LP

CIK 0001159363

$1M16K1.74%Q1 2026 15

ARKANSAS FINANCIAL GROUP, INC.

CIK 0000764611

$1M16K0.19%Q2 2026 16

MML INVESTORS SERVICES, LLC

CIK 0000701059

$1M14K0.00%Q1 2026 17

WealthShield Partners, LLC

CIK 0001729303

$1M13K0.14%Q1 2026 18

MISSION WEALTH MANAGEMENT, LP

CIK 0001645382

$1M13K0.01%Q2 2026 19

Focus Partners Advisor Solutions, LLC

CIK 0001868872

$1M13K0.01%Q1 2026 20

Belvedere Trading LLC

CIK 0001632341

$1M12K0.00%Q1 2026

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