AI Holders Summary · Q1 2026

19 institutions reported EBI in Q1 2026. Hill Investment Group Partners, LLC leads at 63.9% 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

Hill Investment Group Partners, LLC

CIK 0001979028

$367M6.3M40.48%Q1 2026 02

HILL ISLAND FINANCIAL LLC

CIK 0001909798

$67M1.2M16.25%Q1 2026 03

BetterWealth, LLC

CIK 0001911702

$38M583K6.69%Q2 2026 04

TCI Wealth Advisors, Inc.

CIK 0001583751

$19M337K1.03%Q1 2026 05

AIRE ADVISORS, LLC

CIK 0001908177

$19M334K3.46%Q4 2025 06

New Capital Management LP

CIK 0001696731

$14M213K3.16%Q2 2026 07

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

CIK 0001510434

$12M188K0.18%Q2 2026 08

Trellis Wealth Advisors LLC

CIK 0001989031

$11M167K3.73%Q2 2026 09

Chicago Partners Investment Group LLC

CIK 0001563525

$7M111K0.15%Q1 2026 10

Quantinno Capital Management LP

CIK 0001759654

$6M110K0.01%Q1 2026 11

MONETA GROUP INVESTMENT ADVISORS LLC

CIK 0001120927

$4M74K0.03%Q1 2026 12

MOSAIC FAMILY WEALTH PARTNERS, LLC

CIK 0001965241

$4M69K0.41%Q1 2026 13

STIFEL FINANCIAL CORP

CIK 0000720672

$1M23K0.00%Q1 2026 14

CITADEL ADVISORS LLC

CIK 0001423053

$1M23K0.00%Q4 2025 15

GTS SECURITIES LLC

CIK 0001452765· Market maker

$1M18K0.04%Q1 2026 16

HighTower Advisors, LLC

CIK 0001462245

$825K14K0.00%Q1 2026 17

Mariner, LLC

CIK 0001373442

$558K10K0.00%Q1 2026 18

MORGAN STANLEY

CIK 0000895421

$205K4K0.00%Q1 2026 19

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CIK 0000752798

$00—Q2 2025