AI Holders Summary · Q2 2026

43 institutions reported COMB in Q2 2026. Resonant Capital Advisors, LLC leads at 23.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Resonant Capital Advisors, LLC

CIK 0001803236

$23M949K1.09%Q2 2026 02

Betterment LLC

CIK 0001633901

$21M788K0.04%Q1 2026 03

Beacon Harbor Wealth Advisors, Inc.

CIK 0001784093

$15M583K2.94%Q2 2026 04

ROYAL BANK OF CANADA

CIK 0001000275

$8M353K0.00%Q2 2026 05

One Degree Advisors Inc

CIK 0002005743

$6M232K1.60%Q1 2026 06

AMERICAN FINANCIAL & TAX STRATEGIES INC

CIK 0000911927

$5M220K2.39%Q2 2026 07

APPLETON PARTNERS INC/MA

CIK 0001055290

$5M179K0.33%Q1 2026 08

Inscription Capital, LLC

CIK 0001767868

$2M82K0.17%Q2 2026 09

Prospect Financial Group LLC

CIK 0002021762

$2M74K1.44%Q2 2026 10

Evolution Wealth Advisors, LLC

CIK 0001763121

$1M56K0.16%Q2 2026 11

Vise Technologies, Inc.

CIK 0001812090

$1M43K0.01%Q2 2026 12

STIFEL FINANCIAL CORP

CIK 0000720672

$1M42K0.00%Q2 2026 13

Cresset Asset Management, LLC

CIK 0001761013

$970K40K0.00%Q2 2026 14

Nuveen, LLC

CIK 0001871926

$952K40K0.00%Q2 2026 15

Brooklyn Investment Group

CIK 0001795705

$855K33K0.03%Q1 2026 16

Comprehensive Money Management Services LLC

CIK 0002058921

$741K31K0.47%Q2 2026 17

Sanctuary Advisors, LLC

CIK 0001777271

$669K28K0.00%Q2 2026 18

LPL Financial LLC

CIK 0001403438

$509K21K0.00%Q2 2026 19

WCG Wealth Advisors LLC

CIK 0001855713

$439K18K0.01%Q2 2026 20

IFP Advisors, Inc

CIK 0001641866

$432K18K0.01%Q2 2026

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