VISTASHARES AIS ETF (AIS) Institutional Shareholders
VISTASHARES AIS ETF (AIS) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $288.34M in AIS holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of AIS tracked by InsiderSet, reporting ownership valued at approximately $37.84M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $32.05M, representing an estimated loss of -15.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed AIS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Gradient Investments Llc, Mainstay Capital Management Llc, and several other long-term asset managers with concentrated positions in VISTASHARES AIS ETF (AIS).
This page ranks the largest institutional AIS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
115
Total Reported Value
$288.34M
Largest Holder
Lpl Financial Llc
Largest Position
$37.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
119
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 443,558 | $37,839,933 | $32,051,501 | -$5,788,432 | -15.30% | |
| Gradient Investments Llc | 0.47% | 396,371 | $33,814,410 | $28,641,768 | -$5,172,642 | -15.30% | |
| Mainstay Capital Management Llc | 2.14% | 338,658 | $28,890,914 | $24,471,427 | -$4,419,487 | -15.30% | |
| Beaumont Financial Advisors, Llc | 1.74% | 320,441 | $27,336,822 | $23,155,067 | -$4,181,755 | -15.30% | |
| Tyche Wealth Partners Llc | 1.72% | 143,420 | $12,235,126 | $10,363,529 | -$1,871,597 | -15.30% | |
| Marshall Wace, Llp | 0.01% | 112,502 | $9,597,545 | $8,129,395 | -$1,468,150 | -15.30% | |
| Newedge Advisors, Llc | 0.03% | 99,051 | $8,450,048 | $7,157,425 | -$1,292,623 | -15.30% | |
| Fwg Holdings, Llc | 2.58% | 110,584 | $7,440,058 | $7,990,800 | +$550,742 | +7.40% | |
| Mml Investors Services, Llc | 0.01% | 82,119 | $7,005,572 | $5,933,919 | -$1,071,653 | -15.30% | |
| Sfi Advisors, Llc | 5.86% | 79,632 | $6,793,406 | $5,754,208 | -$1,039,198 | -15.30% | |
| Carter Financial Group, Inc. | 3.47% | 78,482 | $6,695,299 | $5,671,109 | -$1,024,190 | -15.30% | |
| Mather Group, Llc. | 0.05% | 61,272 | $5,227,114 | $4,427,515 | -$799,599 | -15.30% | |
| Noble Wealth Management Pbc | 2.26% | 58,079 | $4,954,719 | $4,196,789 | -$757,930 | -15.30% | |
| Envestnet Asset Management Inc | 0.00% | 55,722 | $4,753,644 | $4,026,472 | -$727,172 | -15.30% | |
| Susquehanna International Group, Llp | 0.00% | 51,757 | $4,415,390 | $3,739,961 | -$675,429 | -15.30% | |
| Berbice Capital Management Llc | 2.06% | 46,611 | $3,976,384 | $3,368,111 | -$608,273 | -15.30% | |
| Mattson Financial Services, Llc | 0.81% | 57,796 | $3,886,781 | $4,176,339 | +$289,558 | +7.45% | |
| Kingsview Wealth Management, Llc | 0.05% | 45,262 | $3,861,301 | $3,270,632 | -$590,669 | -15.30% | |
| Gts Securities Llc | 0.07% | 41,631 | $3,551,541 | $3,008,256 | -$543,285 | -15.30% | |
| Brookwood Investment Group Llc | 0.41% | 41,564 | $3,545,825 | $3,003,415 | -$542,410 | -15.30% | |
| Arax Advisory Partners | 0.02% | 38,500 | $3,284,435 | $2,782,010 | -$502,425 | -15.30% | |
| Bleakley Financial Group, Llc | 0.04% | 37,689 | $3,215,249 | $2,723,407 | -$491,842 | -15.30% | |
| Kestra Advisory Services, Llc | 0.01% | 36,997 | $3,156,214 | $2,673,403 | -$482,811 | -15.30% | |
| Gladstone Institutional Advisory Llc | 0.08% | 31,440 | $2,682,146 | $2,271,854 | -$410,292 | -15.30% | |
| Client First Investment Management Llc | 1.11% | 30,921 | $2,637,871 | $2,234,351 | -$403,520 | -15.30% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,395 | $2,507,690 | $2,124,083 | -$383,607 | -15.30% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 32,373 | $2,476,851 | $2,339,273 | -$137,578 | -5.55% | |
| Silver Oak Securities, Incorporated | 0.14% | 26,204 | $2,235,463 | $1,893,501 | -$341,962 | -15.30% | |
| Vista Investment Partners Ii, Llc | 0.86% | 25,822 | $2,202,875 | $1,865,898 | -$336,977 | -15.30% | |
| Equitable Holdings, Inc. | 0.01% | 23,204 | $1,979,533 | $1,676,721 | -$302,812 | -15.30% | |
| U.S. Capital Wealth Advisors, Llc | 0.05% | 46,345 | $1,942,319 | $3,348,890 | +$1,406,571 | +72.42% | |
| Per Stirling Capital Management, Llc. | 0.18% | 21,545 | $1,838,004 | $1,556,842 | -$281,162 | -15.30% | |
| Bank Of America Corp | 0.00% | 18,325 | $1,563,306 | $1,324,165 | -$239,142 | -15.30% | |
| Atx Financial Planning, Llc | 0.98% | 17,355 | $1,480,555 | $1,254,072 | -$226,483 | -15.30% | |
| Mariner, Llc | 0.00% | 17,000 | $1,450,270 | $1,228,420 | -$221,850 | -15.30% | |
| Tidal Investments Llc | 0.00% | 16,492 | $1,406,933 | $1,191,712 | -$215,221 | -15.30% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 15,085 | $1,286,901 | $1,090,042 | -$196,859 | -15.30% | |
| Wealthstar Advisors, Llc | 0.64% | 14,968 | $1,276,920 | $1,081,588 | -$195,332 | -15.30% | |
| National Philanthropic Trust | 0.02% | 13,137 | $1,120,717 | $949,280 | -$171,437 | -15.30% | |
| Wcg Wealth Advisors Llc | 0.02% | 11,885 | $1,013,909 | $858,810 | -$155,099 | -15.30% | |
| Willner & Heller, Llc | 0.58% | 10,941 | $933,377 | $790,597 | -$142,780 | -15.30% | |
| Uptick Partners, Llc | 0.13% | 9,897 | $844,313 | $715,157 | -$129,156 | -15.30% | |
| Howard Capital Management Inc. | 0.01% | 9,839 | $839,365 | $710,966 | -$128,399 | -15.30% | |
| D. E. Shaw & Co., Inc. | 0.00% | 9,222 | $786,729 | $666,382 | -$120,347 | -15.30% | |
| Corecap Advisors, Llc | 0.02% | 9,187 | $783,743 | $663,853 | -$119,890 | -15.30% | |
| Clear Creek Financial Management, Llc | 0.05% | 9,147 | $780,331 | $660,962 | -$119,369 | -15.30% | |
| Visionary Wealth Advisors | 0.03% | 9,129 | $778,795 | $659,662 | -$119,133 | -15.30% | |
| Wealthcare Advisory Partners Llc | 0.01% | 8,241 | $703,040 | $595,495 | -$107,545 | -15.30% | |
| Summit Financial, Llc | 0.01% | 8,132 | $693,741 | $587,618 | -$106,123 | -15.30% | |
| Newedge Wealth, Llc | 0.01% | 8,106 | $691,546 | $585,740 | -$105,806 | -15.30% |
Frequently asked questions about AIS
Who owns the most AIS stock?
The largest holders of AIS are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VISTASHARES AIS ETF (AIS).
Is AIS widely held by superinvestors?
Many widely followed stocks like AIS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly AIS is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.