AI Holders Summary · Q2 2026

73 institutions reported MCI in Q2 2026. BHK Investment Advisors, LLC leads at 12.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

BHK Investment Advisors, LLC

CIK 0001710539

$7M387K2.03%Q2 2026 02

Global Wealth Strategies & Associates

CIK 0001912297

$5M300K1.00%Q2 2026 03

Curbstone Financial Management Corp

CIK 0001608057

$5M288K0.86%Q2 2026 04

BARINGS LLC

CIK 0000009015

$4M220K0.07%Q2 2026 05

Cetera Investment Advisers

CIK 0001666741

$4M212K0.00%Q2 2026 06

Secure Asset Management, LLC

CIK 0001800692

$4M209K0.51%Q2 2026 07

MORGAN STANLEY

CIK 0000895421

$3M177K0.00%Q2 2026 08

Sky Investment Group LLC

CIK 0001333792

$3M175K0.48%Q2 2026 09

Smith Asset Management Co., LLC

CIK 0002068217

$3M170K2.34%Q2 2026 10

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$2M118K0.01%Q1 2026 11

Beacon Pointe Advisors, LLC

CIK 0001744317

$2M94K0.01%Q2 2026 12

TSP Capital Management Group, LLC

CIK 0001317208

$2M87K0.36%Q2 2026 13

MML INVESTORS SERVICES, LLC

CIK 0000701059

$2M87K0.00%Q2 2026 14

CALDWELL SUTTER CAPITAL, INC.

CIK 0000702007

$1M84K0.56%Q2 2026 15

Atria Wealth Solutions, Inc.

CIK 0001927543

$1M61K0.03%Q2 2025 16

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

CIK 0001773830

$1M68K0.07%Q2 2026 17

LPL Financial LLC

CIK 0001403438

$1M63K0.00%Q2 2026 18

Kestra Advisory Services, LLC

CIK 0001830819

$1M62K0.00%Q2 2026 19

Equitable Holdings, Inc.

CIK 0001333986

$1M62K0.01%Q2 2026 20

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$1M59K0.00%Q2 2026

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