AI Holders Summary · Q1 2026

46 institutions reported COMB in Q1 2026. Empowered Funds, LLC leads at 21.5% 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

Empowered Funds, LLC

CIK 0001592828

$26M1.0M0.17%Q1 2026 02

Resonant Capital Advisors, LLC

CIK 0001803236

$23M949K1.09%Q2 2026 03

Betterment LLC

CIK 0001633901

$21M788K0.04%Q1 2026 04

Beacon Harbor Wealth Advisors, Inc.

CIK 0001784093

$13M512K2.82%Q1 2026 05

ROYAL BANK OF CANADA

CIK 0001000275

$10M367K0.00%Q1 2026 06

One Degree Advisors Inc

CIK 0002005743

$6M232K1.60%Q1 2026 07

AMERICAN FINANCIAL & TAX STRATEGIES INC

CIK 0000911927

$6M221K2.81%Q1 2026 08

APPLETON PARTNERS INC/MA

CIK 0001055290

$5M179K0.33%Q1 2026 09

Inscription Capital, LLC

CIK 0001767868

$2M93K0.26%Q1 2026 10

Prospect Financial Group LLC

CIK 0002021762

$2M73K1.43%Q4 2025 11

Evolution Wealth Advisors, LLC

CIK 0001763121

$1M56K0.15%Q1 2026 12

LPL Financial LLC

CIK 0001403438

$1M40K0.00%Q1 2026 13

Cresset Asset Management, LLC

CIK 0001761013

$1M40K0.00%Q1 2026 14

Vise Technologies, Inc.

CIK 0001812090

$948K45K0.02%Q1 2026 15

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$922K35K0.00%Q1 2026 16

Comprehensive Money Management Services LLC

CIK 0002058921

$875K33K0.57%Q1 2026 17

STIFEL FINANCIAL CORP

CIK 0000720672

$866K33K0.00%Q1 2026 18

Brooklyn Investment Group

CIK 0001795705

$855K33K0.03%Q1 2026 19

Sanctuary Advisors, LLC

CIK 0001777271

$606K23K0.00%Q1 2026 20

WCG Wealth Advisors LLC

CIK 0001855713

$480K18K0.01%Q1 2026

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