AI Holders Summary · Q2 2026

217 institutions reported IMCB in Q2 2026. HighTower Advisors, LLC leads at 19.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

HighTower Advisors, LLC

CIK 0001462245

$157M1.6M0.15%Q2 2026 02

UBS Group AG

CIK 0001610520

$133M1.4M0.02%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$114M1.2M0.01%Q2 2026 04

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$49M508K0.01%Q2 2026 05

LPL Financial LLC

CIK 0001403438

$46M474K0.01%Q2 2026 06

MEANS INVESTMENT CO., INC.

CIK 0000701516

$39M407K2.97%Q2 2026 07

Aptus Capital Advisors, LLC

CIK 0001664193

$23M243K0.16%Q2 2026 08

Cetera Investment Advisers

CIK 0001666741

$23M243K0.02%Q2 2026 09

Sunburst Financial Group, LLC

CIK 0001800158

$21M226K3.38%Q3 2026 10

CREATIVE FINANCIAL DESIGNS INC /ADV

CIK 0000819864

$21M214K0.98%Q2 2026 11

WELLS FARGO & COMPANY/MN

CIK 0000072971

$20M204K0.00%Q2 2026 12

Stratos Wealth Partners, LTD.

CIK 0001612865

$20M204K0.20%Q2 2026 13

Steele Capital Management, Inc.

CIK 0001646695

$19M193K0.69%Q2 2026 14

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$18M183K0.02%Q2 2026 15

Fortitude Financial, LLC

CIK 0002066105

$17M177K7.85%Q3 2026 16

Matrix Trust Co

CIK 0001784277

$16M190K2.63%Q1 2026 17

Northwest Wealth Advisors, LLC

CIK 0002094564

$16M163K9.06%Q2 2026 18

AMERIPRISE FINANCIAL INC

CIK 0000820027

$15M154K0.00%Q2 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$14M148K0.02%Q2 2026 20

MML INVESTORS SERVICES, LLC

CIK 0000701059

$12M120K0.02%Q2 2026

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