AI Holders Summary · Q1 2026

23 institutions reported AMID in Q1 2026. MONETA GROUP INVESTMENT ADVISORS LLC leads at 61.7% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

MONETA GROUP INVESTMENT ADVISORS LLC

CIK 0001120927

$58M1.8M0.44%Q1 2026 02

Orion Portfolio Solutions, LLC

CIK 0001802647

$17M519K0.08%Q1 2025 03

Orion Porfolio Solutions, LLC

CIK 0001360533

$7M232K0.06%Q1 2026 04

Corient Private Wealth LLC

CIK 0001948780

$4M138K0.01%Q1 2026 05

Maia Wealth LLC

CIK 0002010858

$2M71K0.39%Q1 2026 06

Krilogy Financial LLC

CIK 0001659047

$2M46K0.05%Q1 2026 07

Directional Asset Management

CIK 0002105817

$862K27K0.79%Q1 2026 08

GTS SECURITIES LLC

CIK 0001452765· Market maker

$610K19K0.02%Q1 2026 09

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$476K15K0.00%Q1 2026 10

ARGENT CAPITAL MANAGEMENT LLC

CIK 0001120926

$434K12K0.01%Q2 2026 11

UPTICK PARTNERS, LLC

CIK 0002005353

$223K7K0.04%Q1 2026 12

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$211K7K0.00%Q1 2026 13

WELLS FARGO & COMPANY/MN

CIK 0000072971

$120K4K0.00%Q1 2026 14

Global Retirement Partners, LLC

CIK 0001749744

$92K3K0.00%Q4 2025 15

OSAIC HOLDINGS, INC.

CIK 0001677044

$48K2K0.00%Q1 2026 16

SageView Advisory Group, LLC

CIK 0001914558

$27K8040.00%Q4 2025 17

CWM, LLC

CIK 0001535847

$16K5090.00%Q1 2026 18

Clark Wealth Partners

CIK 0002107657

$15K4790.01%Q1 2026 19

MPWM ADVISORY SOLUTIONS, LLC

CIK 0002056693

$6K1890.00%Q1 2026 20

Private Wealth Asset Management, LLC

CIK 0001883006

$5K1700.00%Q1 2026

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