AI Holders Summary · Q1 2026

26 institutions reported VLT in Q1 2026. Fiera Capital Corp leads at 16.1% 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

Fiera Capital Corp

CIK 0001505817

$1M107K0.00%Q1 2026 02

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$774K77K0.00%Q1 2026 03

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$752K74K0.43%Q1 2026 04

PARK AVENUE SECURITIES LLC

CIK 0001071640

$647K64K0.01%Q1 2026 05

Shaker Financial Services, LLC

CIK 0001511794

$534K53K0.19%Q1 2026 06

NewEdge Advisors, LLC

CIK 0001633516

$452K45K0.00%Q1 2026 07

AMERIPRISE FINANCIAL INC

CIK 0000820027

$405K40K0.00%Q1 2026 08

UBS Group AG

CIK 0001610520

$304K30K0.00%Q1 2026 09

Cetera Investment Advisers

CIK 0001666741

$285K28K0.00%Q1 2026 10

Mallini Complete Financial Planning LLC

CIK 0002049540

$259K25K0.18%Q2 2026 11

Uncommon Cents Investing LLC

CIK 0001729754

$218K22K0.05%Q1 2026 12

LPL Financial LLC

CIK 0001403438

$181K18K0.00%Q1 2026 13

WELLS FARGO & COMPANY/MN

CIK 0000072971

$143K14K0.00%Q1 2026 14

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$142K14K0.00%Q1 2026 15

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$112K11K0.00%Q1 2026 16

INTEGRATED CAPITAL MANAGEMENT, INC.

CIK 0001608826

$107K10K0.07%Q2 2026 17

MORGAN STANLEY

CIK 0000895421

$106K11K0.00%Q1 2026 18

CoreCap Advisors, LLC

CIK 0001902501

$92K9K0.00%Q2 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$70K7K0.00%Q1 2026 20

CIBC Private Wealth Group LLC

CIK 0001298088

$39K4K0.00%Q4 2025

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