AI Holders Summary · Q1 2026

83 institutions reported AVMC in Q1 2026. McIlrath & Eck, LLC leads at 17.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

McIlrath & Eck, LLC

CIK 0001701714

$55M763K4.09%Q1 2026 02

Elwood & Goetz Wealth Advisory Group, LLC

CIK 0001752758

$35M441K5.24%Q2 2026 03

HighTower Advisors, LLC

CIK 0001462245

$33M411K0.03%Q2 2026 04

Berger Financial Group, Inc

CIK 0001826136

$22M270K1.10%Q2 2026 05

LPL Financial LLC

CIK 0001403438

$20M248K0.00%Q2 2026 06

Tarbox Family Office, Inc.

CIK 0001599603

$19M240K2.76%Q2 2026 07

Wealth Management Partners, LLC

CIK 0001843294

$18M218K4.12%Q2 2026 08

Networth Advisors, LLC

CIK 0002099019

$15M189K8.83%Q2 2026 09

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$15M188K0.01%Q2 2026 10

CGN Advisors LLC

CIK 0001841506

$15M181K1.06%Q2 2026 11

Envision Financial Planning, LLC

CIK 0001964460

$11M143K3.74%Q2 2026 12

AE Wealth Management LLC

CIK 0001697723

$11M141K0.05%Q2 2026 13

MORGAN STANLEY

CIK 0000895421

$10M127K0.00%Q2 2026 14

Tiller Private Wealth, Inc.

CIK 0001663649

$9M112K2.81%Q2 2026 15

Bleakley Financial Group, LLC

CIK 0001936953

$8M101K0.10%Q2 2026 16

Independent Advisor Alliance

CIK 0001696899

$8M101K0.19%Q2 2026 17

Mendota Financial Group, LLC

CIK 0001964538

$6M82K3.89%Q3 2026 18

Chicago Partners Investment Group LLC

CIK 0001563525

$5M68K0.11%Q2 2026 19

Kestra Advisory Services, LLC

CIK 0001830819

$4M52K0.01%Q2 2026 20

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$4M50K0.00%Q2 2026

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