AI Holders Summary · Q2 2026

30 institutions reported IQM in Q2 2026. Members Advisory Group LLC leads at 41.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

Members Advisory Group LLC

CIK 0001908587

$24M197K6.82%Q2 2026 02

FLOW TRADERS U.S. LLC

CIK 0001466697· Market maker

$12M141K0.39%Q1 2026 03

Cetera Investment Advisers

CIK 0001666741

$8M91K0.01%Q1 2026 04

CITADEL ADVISORS LLC

CIK 0001423053

$3M39K0.00%Q4 2025 05

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M28K0.00%Q1 2026 06

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$2M23K0.00%Q1 2026 07

DIVERSIFY WEALTH MANAGEMENT, LLC

CIK 0002030780

$1M11K0.02%Q1 2026 08

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$706K8K0.00%Q1 2026 09

TRUIST FINANCIAL CORP

CIK 0000092230

$618K7K0.00%Q1 2026 10

HOWARD FINANCIAL SERVICES, LTD.

CIK 0001768130

$532K4K0.05%Q2 2026 11

Sanctuary Advisors, LLC

CIK 0001777271

$514K6K0.00%Q1 2026 12

EWG Elevate Inc.

CIK 0001765278

$497K6K0.16%Q3 2025 13

Envestnet Portfolio Solutions, Inc.

CIK 0001998033

$445K4K0.00%Q2 2026 14

Steward Partners Investment Advisory, LLC

CIK 0001723397

$401K5K0.00%Q1 2026 15

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$368K4K0.00%Q1 2026 16

Avior Wealth Management, LLC

CIK 0001599868

$338K3K0.01%Q2 2026 17

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$327K4K0.00%Q1 2026 18

Financial Partners Group, Inc

CIK 0001731169

$303K2K0.03%Q2 2026 19

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$301K3K0.00%Q1 2026 20

INDEPENDENT FINANCIAL GROUP, LLC

CIK 0000275484

$232K2K0.00%Q2 2026

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