AI Holders Summary · Q3 2026

44 institutions reported COMB in Q3 2026. Resonant Capital Advisors, LLC leads at 28.1% 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

Resonant Capital Advisors, LLC

CIK 0001803236

$28M1.0M1.34%Q3 2026 02

Betterment LLC

CIK 0001633901

$21M788K0.04%Q1 2026 03

Beacon Harbor Wealth Advisors, Inc.

CIK 0001784093

$16M589K3.12%Q3 2026 04

ROYAL BANK OF CANADA

CIK 0001000275

$8M353K0.00%Q2 2026 05

AMERICAN FINANCIAL & TAX STRATEGIES INC

CIK 0000911927

$6M218K2.80%Q3 2026 06

APPLETON PARTNERS INC/MA

CIK 0001055290

$5M177K0.30%Q3 2026 07

Inscription Capital, LLC

CIK 0001767868

$2M78K0.24%Q3 2026 08

Prospect Financial Group LLC

CIK 0002021762

$2M77K1.81%Q3 2026 09

Evolution Wealth Advisors, LLC

CIK 0001763121

$2M56K0.16%Q3 2026 10

STIFEL FINANCIAL CORP

CIK 0000720672

$1M44K0.00%Q3 2026 11

Nuveen, LLC

CIK 0001871926

$1M44K0.00%Q3 2026 12

Vise Technologies, Inc.

CIK 0001812090

$1M42K0.01%Q3 2026 13

Cresset Asset Management, LLC

CIK 0001761013

$970K40K0.00%Q2 2026 14

Brooklyn Investment Group

CIK 0001795705

$855K33K0.03%Q1 2026 15

Comprehensive Money Management Services LLC

CIK 0002058921

$741K31K0.47%Q2 2026 16

Sanctuary Advisors, LLC

CIK 0001777271

$669K28K0.00%Q2 2026 17

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$602K22K0.00%Q3 2026 18

LPL Financial LLC

CIK 0001403438

$592K21K0.00%Q3 2026 19

WCG Wealth Advisors LLC

CIK 0001855713

$439K18K0.01%Q2 2026 20

Financial Enhancement Group LLC

CIK 0001641438

$414K15K0.05%Q3 2026

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