AI Holders Summary · Q2 2026

26 institutions reported WKSP in Q2 2026. Steward Partners Investment Advisory, LLC leads at 26.6% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

Steward Partners Investment Advisory, LLC

CIK 0001723397

$176K162K0.00%Q2 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$113K104K0.00%Q2 2026 03

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$78K72K0.00%Q2 2026 04

LPL Financial LLC

CIK 0001403438

$75K69K0.00%Q2 2026 05

UBS Group AG

CIK 0001610520

$42K39K0.00%Q2 2026 06

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$35K32K0.00%Q2 2026 07

GOLDMAN SACHS GROUP INC

CIK 0000886982

$26K23K0.00%Q2 2026 08

HRT FINANCIAL LP

CIK 0001475597

$25K12K0.00%Q4 2025 09

NORTHERN TRUST CORP

CIK 0000073124· Index

$23K21K0.00%Q2 2026 10

StoneX Group Inc.

CIK 0000913760

$19K17K0.00%Q2 2026 11

STATE STREET CORP

CIK 0000093751

$18K16K0.00%Q2 2026 12

Cornerstone Wealth Management, LLC

CIK 0001674117

$12K11K0.00%Q2 2026 13

Tower Research Capital LLC (TRC)

CIK 0001533421

$8K8K0.00%Q2 2026 14

Federation des caisses Desjardins du Quebec

CIK 0002022297

$4K4K0.00%Q2 2026 15

MCGUIRE CAPITAL ADVISORS INC

CIK 0002112006

$4K4K0.00%Q2 2026 16

SBI Securities Co., Ltd.

CIK 0001851815

$3K3K0.00%Q2 2026 17

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$3273000.00%Q2 2026 18

HUNTINGTON NATIONAL BANK

CIK 0000049205

$2802570.00%Q2 2026 19

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2732500.00%Q2 2026 20

Grove Bank & Trust

CIK 0001662212

$2292100.00%Q2 2026

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