AI Holders Summary · Q2 2026

49 institutions reported LOAN in Q2 2026. Melia Wealth LLC leads at 21.0% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

Melia Wealth LLC

CIK 0001964047

$2M437K1.14%Q2 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$2M355K0.00%Q2 2026 03

SHUFRO ROSE & CO LLC

CIK 0000908195

$975K216K0.06%Q2 2026 04

Frazier Financial Advisors, LLC

CIK 0002002745

$970K215K0.49%Q2 2026 05

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$844K187K0.00%Q2 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$507K112K0.00%Q2 2026 07

CARY STREET PARTNERS FINANCIAL LLC

CIK 0001475045

$322K322K0.01%Q2 2026 08

LPL Financial LLC

CIK 0001403438

$259K57K0.00%Q2 2026 09

Schneider Downs Wealth Management Advisors, LP

CIK 0001665359

$219K48K0.02%Q2 2026 10

Atria Wealth Solutions, Inc.

CIK 0001927543

$218K40K0.00%Q2 2025 11

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$209K46K0.00%Q2 2026 12

BlackRock, Inc.

CIK 0002012383

$198K44K0.00%Q2 2026 13

MORGAN STANLEY

CIK 0000895421

$182K40K0.00%Q2 2026 14

Mariner, LLC

CIK 0001373442

$167K37K0.00%Q2 2026 15

STATE STREET CORP

CIK 0000093751

$146K32K0.00%Q2 2026 16

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$133K29K0.00%Q2 2026 17

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CIK 0001818604

$126K27K0.01%Q2 2026 18

CITADEL ADVISORS LLC

CIK 0001423053

$108K24K0.00%Q2 2026 19

Kestra Advisory Services, LLC

CIK 0001830819

$108K24K0.00%Q2 2026 20

BEESE FULMER INVESTMENT MANAGEMENT, INC.

CIK 0000911274

$108K108K0.01%Q2 2026

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