AI Holders Summary · Q2 2026

21 institutions reported AMID in Q2 2026. MONETA GROUP INVESTMENT ADVISORS LLC leads at 59.2% 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

$64M1.8M0.47%Q2 2026 02

Orion Portfolio Solutions, LLC

CIK 0001802647

$17M519K0.08%Q1 2025 03

Corient Private Wealth LLC

CIK 0001948780

$10M284K0.01%Q2 2026 04

Orion Porfolio Solutions, LLC

CIK 0001360533

$8M227K0.06%Q2 2026 05

Maia Wealth LLC

CIK 0002010858

$3M82K0.44%Q2 2026 06

Krilogy Financial LLC

CIK 0001659047

$3M73K0.08%Q2 2026 07

GTS SECURITIES LLC

CIK 0001452765· Market maker

$691K19K0.01%Q2 2026 08

Directional Asset Management

CIK 0002105817

$657K18K0.56%Q2 2026 09

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$539K15K0.00%Q2 2026 10

ARGENT CAPITAL MANAGEMENT LLC

CIK 0001120926

$434K12K0.01%Q2 2026 11

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$211K7K0.00%Q1 2026 12

Global Retirement Partners, LLC

CIK 0001749744

$87K2K0.00%Q2 2026 13

Integrated Wealth Concepts LLC

CIK 0001737109

$77K2K0.00%Q2 2026 14

JPMORGAN CHASE & CO

CIK 0000019617

$63K2K0.00%Q2 2026 15

OSAIC HOLDINGS, INC.

CIK 0001677044

$54K1K0.00%Q2 2026 16

CWM, LLC

CIK 0001535847

$16K5090.00%Q1 2026 17

MPWM ADVISORY SOLUTIONS, LLC

CIK 0002056693

$7K1890.00%Q2 2026 18

WELLS FARGO & COMPANY/MN

CIK 0000072971

$6K1750.00%Q2 2026 19

Private Wealth Asset Management, LLC

CIK 0001883006

$6K1700.00%Q2 2026 20

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$32890.00%Q2 2026

Page 1 of 2

1 more holders available. Log in →