AI Holders Summary · Q2 2026

26 institutions reported LEND in Q2 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 23.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$5M219K0.01%Q2 2026 02

Turning Point Benefit Group, Inc.

CIK 0002008513

$4M169K1.83%Q2 2026 03

Merit Financial Group, LLC

CIK 0001621225

$3M101K0.02%Q2 2026 04

PETRA FINANCIAL ADVISORS INC

CIK 0001971427

$2M69K0.81%Q2 2026 05

CORA CAPITAL ADVISORS LLC

CIK 0001964530

$2M63K0.44%Q2 2026 06

Retirement Investment Advisors, Inc.

CIK 0001957886

$1M60K0.11%Q2 2026 07

LexAurum Advisors, LLC

CIK 0001729677

$843K34K0.10%Q2 2026 08

Meriwether Wealth & Planning, LLC

CIK 0002055554

$804K32K0.40%Q2 2026 09

Stewardship Advisors, LLC

CIK 0001733219

$760K30K0.16%Q2 2026 10

Quantum Financial Advisors, LLC

CIK 0001929139

$747K30K0.07%Q2 2026 11

BCO Wealth Management LLC

CIK 0002054749

$549K22K0.30%Q2 2026 12

Patriot Financial Group Insurance Agency, LLC

CIK 0001694883

$543K22K0.06%Q2 2026 13

Apella Capital, LLC

CIK 0001801507

$522K21K0.01%Q2 2026 14

K2 Financial Inc.

CIK 0002044711

$327K13K0.23%Q2 2026 15

Independent Wealth Network Inc.

CIK 0001891240

$310K12K0.08%Q2 2026 16

TCP Asset Management, LLC

CIK 0001961898

$254K10K0.03%Q2 2026 17

WMG Financial Advisors, LLC

CIK 0001906711

$236K9K0.09%Q2 2026 18

RFG Advisory, LLC

CIK 0001633387

$228K9K0.00%Q2 2026 19

Apeiron RIA LLC

CIK 0001801846

$226K4K0.06%Q2 2026 20

Capital Investment Advisory Services, LLC

CIK 0001659203

$183K7K0.01%Q2 2026

Page 1 of 2

6 more holders available. Log in →