AI Holders Summary · Q1 2026

70 institutions reported AVMC in Q1 2026. McIlrath & Eck, LLC leads at 22.5% 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

$30M420K5.14%Q1 2026 03

Berger Financial Group, Inc

CIK 0001826136

$18M244K0.99%Q1 2026 04

Wealth Management Partners, LLC

CIK 0001843294

$18M218K4.12%Q2 2026 05

Networth Advisors, LLC

CIK 0002099019

$15M189K8.83%Q2 2026 06

CGN Advisors LLC

CIK 0001841506

$15M181K1.06%Q2 2026 07

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$12M160K0.01%Q1 2026 08

Envision Financial Planning, LLC

CIK 0001964460

$10M141K3.70%Q1 2026 09

Tiller Private Wealth, Inc.

CIK 0001663649

$9M112K2.81%Q2 2026 10

LPL Financial LLC

CIK 0001403438

$9M122K0.00%Q1 2026 11

HighTower Advisors, LLC

CIK 0001462245

$9M120K0.01%Q1 2026 12

Independent Advisor Alliance

CIK 0001696899

$8M116K0.09%Q1 2026 13

AE Wealth Management LLC

CIK 0001697723

$8M113K0.04%Q1 2026 14

Mendota Financial Group, LLC

CIK 0001964538

$7M89K4.42%Q2 2026 15

Chicago Partners Investment Group LLC

CIK 0001563525

$5M68K0.12%Q1 2026 16

LexAurum Advisors, LLC

CIK 0001729677

$4M48K0.44%Q2 2026 17

Kestra Advisory Services, LLC

CIK 0001830819

$4M52K0.01%Q1 2026 18

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$3M48K0.00%Q1 2026 19

&PARTNERS

CIK 0000107136

$3M48K0.02%Q1 2026 20

CFS Investment Advisory Services, LLC

CIK 0001845688

$3M39K0.21%Q2 2026

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