AI Holders Summary · Q2 2026

49 institutions reported DMAX in Q2 2026. BIP Wealth, LLC leads at 22.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

BIP Wealth, LLC

CIK 0001590214

$20M737K0.57%Q2 2026 02

J. L. Bainbridge & Co., Inc.

CIK 0001742315

$16M581K1.25%Q2 2026 03

Crown Wealth Group, LLC

CIK 0001845698

$14M513K3.57%Q2 2026 04

BlackRock, Inc.

CIK 0002012383

$11M400K0.00%Q2 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$5M168K0.00%Q2 2026 06

FC Advisory LLC

CIK 0001683754

$4M154K1.11%Q2 2026 07

Ashton Thomas Private Wealth, LLC

CIK 0002019663

$3M114K0.07%Q2 2026 08

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$2M90K0.00%Q2 2026 09

Grantvest Financial Group LLC

CIK 0002055216

$2M63K0.99%Q2 2026 10

Crewe Advisors LLC

CIK 0001730033

$2M57K0.11%Q2 2026 11

MERCER GLOBAL ADVISORS INC /ADV

CIK 0000853758

$2M55K0.00%Q2 2026 12

Kestra Advisory Services, LLC

CIK 0001830819

$1M55K0.00%Q2 2026 13

Blue Sky Capital Consultants Group, Inc.

CIK 0002057054

$1M52K0.60%Q2 2026 14

Kestra Investment Management, LLC

CIK 0001962449

$1M49K0.03%Q2 2026 15

ATX Financial Planning, LLC

CIK 0002111013

$1M40K0.72%Q2 2026 16

Cetera Investment Advisers

CIK 0001666741

$995K36K0.00%Q2 2026 17

Amplius Wealth Advisors, LLC

CIK 0001900584

$811K30K0.06%Q2 2026 18

Creative Planning

CIK 0001540235

$750K27K0.00%Q2 2026 19

CITADEL ADVISORS LLC

CIK 0001423053

$745K27K0.00%Q2 2026 20

Encompass More Asset Management

CIK 0002011218

$733K27K0.11%Q2 2026

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