AIS Institutional Ownership & Shareholders
VISTASHARES AIS ETF (AIS) is currently held by 127 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $287.58M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $25.27M, representing an estimated loss of -33.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed AIS value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Mainstay Capital Management Llc, Gradient Investments 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
127
Total Reported Value
$287.58M
Largest Holder
Lpl Financial Llc
Largest Position
$37.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
139
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 | $25,265,064 | -$12,574,869 | -33.23% | |
| Mainstay Capital Management Llc | 2.14% | 338,658 | $28,890,914 | $19,289,960 | -$9,600,954 | -33.23% | |
| Gradient Investments Llc | 0.30% | 276,731 | $20,677,339 | $15,762,598 | -$4,914,741 | -23.77% | |
| Beaumont Financial Advisors, Llc | 1.19% | 254,297 | $19,001,072 | $14,484,757 | -$4,516,315 | -23.77% | |
| Tyche Wealth Partners Llc | 1.72% | 143,420 | $12,235,126 | $8,169,203 | -$4,065,923 | -33.23% | |
| Marshall Wace, Llp | 0.01% | 112,502 | $9,597,545 | $6,408,114 | -$3,189,431 | -33.23% | |
| Altfest L J & Co Inc | 0.90% | 121,767 | $9,098,400 | $6,935,848 | -$2,162,552 | -23.77% | |
| Newedge Advisors, Llc | 0.03% | 99,051 | $8,450,048 | $5,641,945 | -$2,808,103 | -33.23% | |
| Retirement Financial Solutions, Llc | 1.96% | 110,864 | $8,283,758 | $6,314,813 | -$1,968,945 | -23.77% | |
| Fwg Holdings, Llc | 2.58% | 110,584 | $7,440,058 | $6,298,865 | -$1,141,193 | -15.34% | |
| Mml Investors Services, Llc | 0.01% | 82,119 | $7,005,572 | $4,677,498 | -$2,328,074 | -33.23% | |
| Carter Financial Group, Inc. | 3.04% | 79,935 | $5,972,751 | $4,553,098 | -$1,419,653 | -23.77% | |
| Sfi Advisors, Llc | 4.84% | 78,717 | $5,881,793 | $4,483,720 | -$1,398,073 | -23.77% | |
| Envestnet Asset Management Inc | 0.00% | 55,722 | $4,753,644 | $3,173,925 | -$1,579,719 | -33.23% | |
| Noble Wealth Management Pbc | 2.06% | 60,095 | $4,490,298 | $3,423,011 | -$1,067,287 | -23.77% | |
| Mather Group, Llc. | 0.04% | 59,559 | $4,450,237 | $3,392,481 | -$1,057,756 | -23.77% | |
| Susquehanna International Group, Llp | 0.00% | 51,757 | $4,415,390 | $2,948,079 | -$1,467,311 | -33.23% | |
| Gaddis Premier Wealth Advisors Llc | 2.19% | 52,833 | $3,947,699 | $3,009,368 | -$938,331 | -23.77% | |
| Mattson Financial Services, Llc | 0.81% | 57,796 | $3,886,781 | $3,292,060 | -$594,721 | -15.30% | |
| Kingsview Wealth Management, Llc | 0.05% | 45,262 | $3,861,301 | $2,578,124 | -$1,283,177 | -33.23% | |
| Kestra Advisory Services, Llc | 0.01% | 48,689 | $3,638,042 | $2,773,325 | -$864,717 | -23.77% | |
| Berbice Capital Management Llc | 1.78% | 47,811 | $3,572,438 | $2,723,315 | -$849,123 | -23.77% | |
| Gts Securities Llc | 0.07% | 41,631 | $3,551,541 | $2,371,302 | -$1,180,239 | -33.23% | |
| Brookwood Investment Group Llc | 0.41% | 41,564 | $3,545,825 | $2,367,485 | -$1,178,340 | -33.23% | |
| Arax Advisory Partners | 0.02% | 38,500 | $3,284,435 | $2,192,960 | -$1,091,475 | -33.23% | |
| Bleakley Financial Group, Llc | 0.04% | 37,689 | $3,215,249 | $2,146,765 | -$1,068,484 | -33.23% | |
| Gladstone Institutional Advisory Llc | 0.08% | 31,440 | $2,682,146 | $1,790,822 | -$891,324 | -33.23% | |
| Commonwealth Equity Services, Llc | 0.00% | 34,444 | $2,573,660 | $1,961,930 | -$611,730 | -23.77% | |
| Silver Oak Securities, Incorporated | 0.14% | 26,204 | $2,235,463 | $1,492,580 | -$742,883 | -33.23% | |
| Kennedy Investment Group, Inc. | 0.66% | 27,580 | $2,060,778 | $1,570,957 | -$489,821 | -23.77% | |
| Vista Investment Partners Ii, Llc | 0.82% | 27,226 | $2,034,327 | $1,550,793 | -$483,534 | -23.77% | |
| Vestgen Advisors, Llc | 0.06% | 27,082 | $2,023,567 | $1,542,591 | -$480,976 | -23.77% | |
| Equitable Holdings, Inc. | 0.01% | 23,204 | $1,979,533 | $1,321,700 | -$657,833 | -33.23% | |
| U.S. Capital Wealth Advisors, Llc | 0.05% | 46,345 | $1,942,319 | $2,639,811 | +$697,492 | +35.91% | |
| Per Stirling Capital Management, Llc. | 0.18% | 21,545 | $1,838,004 | $1,227,203 | -$610,801 | -33.23% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 22,733 | $1,673,631 | $1,294,872 | -$378,759 | -22.63% | |
| Bank Of America Corp | 0.00% | 18,325 | $1,563,306 | $1,043,792 | -$519,514 | -33.23% | |
| Mariner, Llc | 0.00% | 17,000 | $1,450,270 | $968,320 | -$481,950 | -33.23% | |
| Tidal Investments Llc | 0.00% | 16,492 | $1,406,933 | $939,384 | -$467,549 | -33.23% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 15,085 | $1,286,901 | $859,242 | -$427,659 | -33.23% | |
| National Philanthropic Trust | 0.02% | 13,137 | $1,120,717 | $748,284 | -$372,433 | -33.23% | |
| Wealthstar Advisors, Llc | 0.58% | 14,768 | $1,103,465 | $841,185 | -$262,280 | -23.77% | |
| Wcg Wealth Advisors Llc | 0.02% | 11,885 | $1,013,909 | $676,970 | -$336,939 | -33.23% | |
| Clear Creek Financial Management, Llc | 0.07% | 13,094 | $978,384 | $745,834 | -$232,550 | -23.77% | |
| Uptick Partners, Llc | 0.13% | 9,897 | $844,313 | $563,733 | -$280,580 | -33.23% | |
| Atx Financial Planning, Llc | 0.52% | 10,907 | $814,971 | $621,263 | -$193,708 | -23.77% | |
| D. E. Shaw & Co., Inc. | 0.00% | 9,222 | $786,729 | $525,285 | -$261,444 | -33.23% | |
| Visionary Wealth Advisors | 0.03% | 9,129 | $778,795 | $519,988 | -$258,807 | -33.23% | |
| Willner & Heller, Llc | 0.49% | 10,331 | $771,932 | $588,454 | -$183,478 | -23.77% | |
| Summit Financial, Llc | 0.01% | 8,132 | $693,741 | $463,199 | -$230,542 | -33.23% |
Frequently asked questions about AIS
Who are the largest institutional holders of AIS?
The largest institutional holders of AIS reported in the latest SEC Form 13F filings include Lpl Financial Llc, Mainstay Capital Management Llc, Gradient Investments Llc, Beaumont Financial Advisors, Llc, and Tyche Wealth Partners Llc. InsiderSet ranks institutional holders by their latest reported AIS position.
What is AIS institutional ownership?
This page tracks AIS positions reported by institutional investment managers through SEC Form 13F. VISTASHARES AIS ETF (AIS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AIS?
InsiderSet currently tracks 127 institutional managers reporting AIS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AIS shareholders.
How much AIS stock do institutions own?
Institutional investment managers disclosed approximately $287.58M in AIS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AIS institutional ownership last updated?
The latest AIS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AIS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AIS position after the reporting date.
Are institutions buying or selling AIS?
Institutional buying and selling can be analyzed by comparing AIS positions across consecutive 13F reporting periods. InsiderSet's AIS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AIS ownership changes.
How has AIS institutional ownership changed over time?
InsiderSet tracks AIS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.