AI Holders Summary · Q2 2026

76 institutions reported IVOL in Q2 2026. ONE PLUS ONE WEALTH MANAGEMENT, LLC leads at 13.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

ONE PLUS ONE WEALTH MANAGEMENT, LLC

CIK 0001860132

$15M873K6.51%Q2 2026 02

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$15M865K0.00%Q2 2026 03

THOR INVESTMENT MANAGEMENT INC /OH/ /ADV

CIK 0000883734

$14M792K7.79%Q2 2026 04

Financial Enhancement Group LLC

CIK 0001641438

$13M767K1.58%Q2 2026 05

MORGAN STANLEY

CIK 0000895421

$9M498K0.00%Q2 2026 06

Parkside Investments, LLC

CIK 0001706248

$7M387K0.74%Q2 2026 07

Bleakley Financial Group, LLC

CIK 0001936953

$5M309K0.07%Q2 2026 08

WELLS FARGO & COMPANY/MN

CIK 0000072971

$4M256K0.00%Q2 2026 09

Opes Wealth Management LLC

CIK 0001766918

$3M170K0.52%Q1 2026 10

Regal Investment Advisors LLC

CIK 0001559789

$3M177K0.16%Q2 2026 11

Professional Financial Management, Inc.

CIK 0002130270

$3M177K3.11%Q2 2026 12

BCS Private Wealth Management, Inc.

CIK 0002044001

$3M174K0.91%Q2 2026 13

Ballew Advisors, Inc

CIK 0001729096

$3M151K1.36%Q2 2026 14

Pekin Hardy Strauss, Inc.

CIK 0001020317

$2M130K0.20%Q2 2026 15

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$2M113K0.01%Q1 2026 16

ROYAL BANK OF CANADA

CIK 0001000275

$2M117K0.00%Q2 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M113K0.00%Q2 2026 18

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$2M99K0.00%Q2 2026 19

STIFEL FINANCIAL CORP

CIK 0000720672

$2M89K0.00%Q2 2026 20

CITADEL ADVISORS LLC

CIK 0001423053

$1M67K0.00%Q4 2025

Page 1 of 4

56 more holders available. Log in →