AI Holders Summary · Q1 2026

85 institutions reported IBCA in Q1 2026. Capital Investment Advisors, LLC leads at 28.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Capital Investment Advisors, LLC

CIK 0001582732

$59M2.3M0.86%Q1 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$21M806K0.00%Q1 2026 03

ARROW FINANCIAL CORP

CIK 0000717538

$15M587K1.51%Q1 2026 04

MB, LEVIS & ASSOCIATES, LLC

CIK 0002065807

$14M542K5.12%Q2 2026 05

MV CAPITAL MANAGEMENT, INC.

CIK 0001633366

$12M459K1.16%Q1 2026 06

MORGAN STANLEY

CIK 0000895421

$11M446K0.00%Q1 2026 07

AMERIPRISE FINANCIAL INC

CIK 0000820027

$10M383K0.00%Q1 2026 08

HighTower Advisors, LLC

CIK 0001462245

$9M347K0.01%Q1 2026 09

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$7M266K0.00%Q1 2026 10

Guidance Point Advisors, LLC

CIK 0001767710

$7M264K1.60%Q1 2026 11

Lido Advisors, LLC

CIK 0001650150

$6M251K0.02%Q1 2026 12

Krilogy Financial LLC

CIK 0001659047

$5M206K0.17%Q1 2026 13

Paradigm, Strategies in Wealth Management, LLC

CIK 0001859579

$5M194K3.03%Q2 2026 14

UBS Group AG

CIK 0001610520

$5M193K0.00%Q1 2026 15

Addison Advisors LLC

CIK 0001843745

$5M186K1.05%Q1 2026 16

4Thought Financial Group Inc.

CIK 0001840261

$5M179K2.28%Q1 2026 17

BENJAMIN EDWARDS INC

CIK 0001451623

$4M157K0.04%Q2 2026 18

Probity Advisors, Inc.

CIK 0001676603

$4M140K0.57%Q1 2026 19

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$3M112K0.00%Q2 2026 20

HANCOCK WHITNEY CORP

CIK 0000750577

$3M105K0.05%Q1 2026

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