AI Holders Summary · Q3 2026

22 institutions reported AMID in Q3 2026. MONETA GROUP INVESTMENT ADVISORS LLC leads at 69.2% 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

MONETA GROUP INVESTMENT ADVISORS LLC

CIK 0001120927

$60M1.7M0.37%Q3 2026 02

Corient Private Wealth LLC

CIK 0001948780

$10M284K0.01%Q2 2026 03

Orion Porfolio Solutions, LLC

CIK 0001360533

$8M221K0.05%Q3 2026 04

Maia Wealth LLC

CIK 0002010858

$3M88K0.44%Q3 2026 05

Krilogy Financial LLC

CIK 0001659047

$3M73K0.07%Q3 2026 06

GTS SECURITIES LLC

CIK 0001452765· Market maker

$691K19K0.01%Q2 2026 07

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$674K19K0.00%Q3 2026 08

Directional Asset Management

CIK 0002105817

$487K13K0.39%Q3 2026 09

ARGENT CAPITAL MANAGEMENT LLC

CIK 0001120926

$433K12K0.01%Q3 2026 10

Global Retirement Partners, LLC

CIK 0001749744

$87K2K0.00%Q3 2026 11

OSAIC HOLDINGS, INC.

CIK 0001677044

$65K2K0.00%Q3 2026 12

JPMORGAN CHASE & CO

CIK 0000019617

$64K2K0.00%Q3 2026 13

UBS Group AG

CIK 0001610520

$28K7770.00%Q3 2026 14

CWM, LLC

CIK 0001535847

$16K5090.00%Q1 2026 15

Barnes Dennig Private Wealth Management LLC

CIK 0002058270

$12K3270.01%Q3 2026 16

MPWM ADVISORY SOLUTIONS, LLC

CIK 0002056693

$7K1890.00%Q2 2026 17

WELLS FARGO & COMPANY/MN

CIK 0000072971

$6K1750.00%Q2 2026 18

NBC SECURITIES, INC.

CIK 0000791540

$6K1620.00%Q3 2026 19

Nova Financial LLC

CIK 0002158449

$5K1470.00%Q3 2026 20

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$32790.00%Q3 2026

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