AI Holders Summary · Q1 2026

25 institutions reported MEM in Q1 2026. Dynasty Wealth Management, LLC leads at 25.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Dynasty Wealth Management, LLC

CIK 0001727599

$8M216K0.07%Q1 2026 02

JGP Wealth Management, LLC

CIK 0001748278

$8M167K0.68%Q2 2026 03

Greenwich Wealth Management LLC

CIK 0001439805

$4M116K0.18%Q1 2026 04

PALLADIEM, LLC

CIK 0001629271

$3M86K2.94%Q4 2025 05

IFC Advisors LLC

CIK 0002053348

$2M49K0.26%Q1 2026 06

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M31K0.00%Q1 2026 07

Geneos Wealth Management Inc.

CIK 0001764754

$1M30K0.03%Q1 2026 08

Sierra Capital LLC

CIK 0001787274

$643K18K0.07%Q4 2025 09

LPL Financial LLC

CIK 0001403438

$608K16K0.00%Q1 2026 10

Bedel Financial Consulting, Inc.

CIK 0001730511

$536K14K0.06%Q1 2026 11

Matisse Capital

CIK 0001668256

$435K12K0.19%Q1 2026 12

Round Rock Advisors, LLC

CIK 0001846991

$432K12K0.07%Q1 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$423K11K0.00%Q1 2026 14

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$384K10K0.00%Q1 2026 15

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$382K10K0.00%Q1 2026 16

OLD MISSION CAPITAL LLC

CIK 0001455915

$379K10K0.01%Q1 2026 17

Welch Financial Planning, LLC

CIK 0002085141

$267K7K0.19%Q1 2026 18

Bond & Devick Financial Network, Inc.

CIK 0001843495

$212K6K0.06%Q1 2026 19

Farther Finance Advisors, LLC

CIK 0001992825

$71K2K0.00%Q1 2026 20

Richardson Capital Management LLC

CIK 0001621646

$6K1600.00%Q1 2026

Page 1 of 2

5 more holders available. Log in →