Who Owns W/T AI INNOVATIO (WTAI)? -- Institutional Holders (2026-06-30)

172 institutions reported holding $289.0M of W/T AI INNOVATIO (WTAI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($43.1M), Horizon Wealth Management, LLC ($17.0M), AMERIPRISE FINANCIAL INC ($15.6M), Kestra Advisory Services, LLC ($14.3M), Hancock Prospecting Pty Ltd ($13.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$43.1M	908,339	Added
2	Horizon Wealth Management, LLC	$17.0M	358,681	Trimmed
3	AMERIPRISE FINANCIAL INC	$15.6M	328,108	Added
4	Kestra Advisory Services, LLC	$14.3M	300,517	Added
5	Hancock Prospecting Pty Ltd	$13.0M	274,505	Hold
6	Advisory Services Network, LLC	$12.8M	269,989	Trimmed
7	Quattro Advisors LLC	$11.8M	248,971	Trimmed
8	ASSETMARK, INC	$11.4M	240,093	Trimmed
9	JPMORGAN CHASE & CO	$10.4M	227,293	Trimmed
10	JANE STREET GROUP, LLC	$9.7M	204,190	New
11	Advocacy Wealth Management, LLC	$9.4M	198,529	Trimmed
12	RAYMOND JAMES FINANCIAL INC	$8.6M	181,413	Added
13	BANK OF AMERICA CORP /DE/	$6.7M	141,218	Trimmed
14	COMMONWEALTH EQUITY SERVICES, LLC	$5.7M	120,269	Added
15	Prospera Financial Services Inc	$4.8M	100,127	Added
16	OSAIC HOLDINGS, INC.	$4.7M	99,557	Added
17	TRUIST FINANCIAL CORP	$4.5M	95,226	Trimmed
18	Perigon Wealth Management, LLC	$4.0M	83,934	Added
19	Tradition Wealth Management, LLC	$3.7M	78,525	Added
20	Berbice Capital Management LLC	$3.6M	74,959	Added
21	Rockefeller Capital Management L.P.	$3.4M	70,639	Trimmed
22	AdvisorNet Financial, Inc	$3.3M	70,345	Trimmed
23	CLG LLC	$3.3M	68,756	New
24	STIFEL FINANCIAL CORP	$3.1M	65,320	Added
25	Janney Montgomery Scott LLC	$3.0M	63,663	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30