AI Holders Summary · Q1 2026

51 institutions reported LOAN in Q1 2026. Melia Wealth LLC leads at 20.5% 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

$2M441K0.95%Q1 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$2M343K0.00%Q1 2026 03

SHUFRO ROSE & CO LLC

CIK 0000908195

$969K218K0.07%Q1 2026 04

Frazier Financial Advisors, LLC

CIK 0002002745

$907K204K0.50%Q1 2026 05

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$872K196K0.00%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$560K126K0.00%Q1 2026 07

CARY STREET PARTNERS FINANCIAL LLC

CIK 0001475045

$322K322K0.01%Q2 2026 08

CITADEL ADVISORS LLC

CIK 0001423053

$310K67K0.00%Q4 2025 09

LPL Financial LLC

CIK 0001403438

$290K65K0.00%Q1 2026 10

MERCER GLOBAL ADVISORS INC /ADV

CIK 0000853758

$220K220K0.00%Q1 2026 11

Atria Wealth Solutions, Inc.

CIK 0001927543

$218K40K0.00%Q2 2025 12

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$211K48K0.00%Q1 2026 13

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$204K46K0.00%Q1 2026 14

MORGAN STANLEY

CIK 0000895421

$179K40K0.00%Q1 2026 15

Mariner, LLC

CIK 0001373442

$164K37K0.00%Q1 2026 16

BlackRock, Inc.

CIK 0002012383

$163K37K0.00%Q1 2026 17

STATE STREET CORP

CIK 0000093751

$144K32K0.00%Q1 2026 18

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CIK 0001818604

$126K27K0.01%Q2 2026 19

BEESE FULMER INVESTMENT MANAGEMENT, INC.

CIK 0000911274

$122K122K0.01%Q1 2026 20

MONETA GROUP INVESTMENT ADVISORS LLC

CIK 0001120927

$122K27K0.00%Q1 2026

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