AI Holders Summary · Q3 2026

97 institutions reported IBCA in Q3 2026. Capital Investment Advisors, LLC leads at 29.9% 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

$67M2.8M0.86%Q3 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$24M935K0.00%Q2 2026 03

ARROW FINANCIAL CORP

CIK 0000717538

$16M616K1.41%Q2 2026 04

MORGAN STANLEY

CIK 0000895421

$13M526K0.00%Q2 2026 05

MB, LEVIS & ASSOCIATES, LLC

CIK 0002065807

$13M532K4.69%Q3 2026 06

MV CAPITAL MANAGEMENT, INC.

CIK 0001633366

$12M473K1.07%Q2 2026 07

HighTower Advisors, LLC

CIK 0001462245

$10M402K0.01%Q2 2026 08

AMERIPRISE FINANCIAL INC

CIK 0000820027

$10M393K0.00%Q2 2026 09

Guidance Point Advisors, LLC

CIK 0001767710

$7M302K1.52%Q3 2026 10

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$7M270K0.00%Q2 2026 11

Lido Advisors, LLC

CIK 0001650150

$6M249K0.02%Q2 2026 12

UBS Group AG

CIK 0001610520

$6M227K0.00%Q2 2026 13

Krilogy Financial LLC

CIK 0001659047

$5M220K0.15%Q3 2026 14

4Thought Financial Group Inc.

CIK 0001840261

$5M187K2.25%Q2 2026 15

Probity Advisors, Inc.

CIK 0001676603

$5M179K0.66%Q2 2026 16

Paradigm, Strategies in Wealth Management, LLC

CIK 0001859579

$5M187K2.89%Q3 2026 17

BENJAMIN EDWARDS INC

CIK 0001451623

$4M157K0.04%Q2 2026 18

US BANCORP \DE\

CIK 0000036104

$3M120K0.00%Q2 2026 19

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$3M123K0.00%Q3 2026 20

HANCOCK WHITNEY CORP

CIK 0000750577

$3M105K0.05%Q1 2026

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