AI Holders Summary · Q2 2026

23 institutions reported BBBI in Q2 2026. ATWOOD & PALMER INC leads at 54.2% 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

ATWOOD & PALMER INC

CIK 0001044929

$40M785K2.15%Q2 2026 02

Brookwood Investment Group LLC

CIK 0002066812

$6M108K0.63%Q2 2026 03

Cetera Investment Advisers

CIK 0001666741

$4M76K0.00%Q2 2026 04

FOUNDATIONS INVESTMENT ADVISORS, LLC

CIK 0001743404

$3M62K0.03%Q2 2026 05

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$3M61K0.00%Q2 2026 06

&PARTNERS

CIK 0000107136

$3M54K0.01%Q2 2026 07

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$3M51K0.00%Q2 2026 08

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$2M48K0.00%Q1 2026 09

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$2M48K0.00%Q2 2026 10

Savvy Advisors, Inc.

CIK 0002003633

$2M30K0.03%Q2 2026 11

Herold Advisors, Inc.

CIK 0001891713

$1M26K0.27%Q2 2026 12

MML INVESTORS SERVICES, LLC

CIK 0000701059

$1M21K0.00%Q2 2026 13

Purpose Unlimited Inc.

CIK 0002115120

$1M21K0.04%Q2 2026 14

S&A Financial Services, Inc.

CIK 0002140428

$803K16K0.49%Q2 2026 15

MGO ONE SEVEN LLC

CIK 0001731444

$696K14K0.01%Q2 2026 16

JPMORGAN CHASE & CO

CIK 0000019617

$443K9K0.00%Q2 2026 17

Financial Engines Advisors L.L.C.

CIK 0001420473

$402K8K0.00%Q2 2026 18

AE Wealth Management LLC

CIK 0001697723

$324K6K0.00%Q2 2026 19

CWM, LLC

CIK 0001535847

$197K4K0.00%Q1 2026 20

Archer Investment Corp

CIK 0001803804

$176K3K0.02%Q2 2026

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