AI Holders Summary · Q3 2026

21 institutions reported IBII in Q3 2026. MBL Wealth, LLC leads at 30.2% 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

MBL Wealth, LLC

CIK 0001845785

$9M347K0.51%Q3 2026 02

Quantum Financial Advisors, LLC

CIK 0001929139

$6M256K0.60%Q3 2026 03

GOLDMAN SACHS GROUP INC

CIK 0000886982

$3M125K0.00%Q2 2026 04

CENTRAL TRUST Co

CIK 0000044365

$3M105K0.05%Q3 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$1M45K0.00%Q3 2026 06

IFG Advisory, LLC

CIK 0001728319

$1M43K0.04%Q3 2026 07

Yoder Wealth Management, Inc.

CIK 0001973967

$1M42K0.39%Q3 2026 08

Bradley & Co. Private Wealth Management, LLC

CIK 0001861678

$759K31K0.35%Q3 2026 09

CITADEL ADVISORS LLC

CIK 0001423053

$735K28K0.00%Q2 2026 10

WHITENER CAPITAL MANAGEMENT, INC.

CIK 0000825217

$608K25K0.12%Q3 2026 11

ARK & TLK INVESTMENTS, LLC

CIK 0002013188

$475K19K0.11%Q3 2026 12

4Thought Financial Group Inc.

CIK 0001840261

$348K14K0.16%Q3 2026 13

FLOW TRADERS U.S. LLC

CIK 0001466697· Market maker

$344K14K0.01%Q3 2026 14

Magnus Financial Group LLC

CIK 0001765216

$330K13K0.02%Q3 2026 15

Allworth Financial LP

CIK 0001555170

$224K9K0.00%Q3 2026 16

Clark Asset Management, LLC

CIK 0002062026

$205K8K0.01%Q3 2026 17

Asset Dedication, LLC

CIK 0001475896

$124K5K0.01%Q3 2026 18

BURKETT FINANCIAL SERVICES, LLC

CIK 0001762716

$117K5K0.04%Q3 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$60K2K0.00%Q3 2026 20

Laurel Wealth Advisors LLC

CIK 0001757128

$20K8000.00%Q3 2026

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