AI Holders Summary · Q1 2026

207 institutions reported IMCB in Q1 2026. HighTower Advisors, LLC leads at 19.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

HighTower Advisors, LLC

CIK 0001462245

$161M1.9M0.17%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$126M1.5M0.01%Q1 2026 03

RMG Wealth Management LLC

CIK 0001844731

$117M1.3M13.54%Q1 2026 04

UBS Group AG

CIK 0001610520

$114M1.4M0.02%Q1 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$47M569K0.01%Q1 2026 06

LPL Financial LLC

CIK 0001403438

$37M445K0.01%Q1 2026 07

MEANS INVESTMENT CO., INC.

CIK 0000701516

$36M432K3.14%Q1 2026 08

Sunburst Financial Group, LLC

CIK 0001800158

$23M242K3.78%Q2 2026 09

Cetera Investment Advisers

CIK 0001666741

$20M241K0.02%Q1 2026 10

Aptus Capital Advisors, LLC

CIK 0001664193

$19M222K0.15%Q1 2026 11

WELLS FARGO & COMPANY/MN

CIK 0000072971

$18M211K0.00%Q1 2026 12

Steele Capital Management, Inc.

CIK 0001646695

$16M192K0.66%Q1 2026 13

Matrix Trust Co

CIK 0001784277

$16M190K2.63%Q1 2026 14

Northwest Wealth Advisors, LLC

CIK 0002094564

$16M163K9.06%Q2 2026 15

Stratos Wealth Partners, LTD.

CIK 0001612865

$16M188K0.18%Q1 2026 16

CREATIVE FINANCIAL DESIGNS INC /ADV

CIK 0000819864

$16M186K0.95%Q1 2026 17

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$15M176K0.02%Q1 2026 18

Fortitude Financial, LLC

CIK 0002066105

$14M150K13.01%Q2 2026 19

AMERIPRISE FINANCIAL INC

CIK 0000820027

$13M149K0.00%Q1 2026 20

OSAIC HOLDINGS, INC.

CIK 0001677044

$10M119K0.01%Q1 2026

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