AI Holders Summary · Q2 2026

25 institutions reported MEM in Q2 2026. JGP Wealth Management, LLC leads at 20.3% 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

JGP Wealth Management, LLC

CIK 0001748278

$8M167K0.68%Q2 2026 02

Dynasty Wealth Management, LLC

CIK 0001727599

$7M153K0.05%Q2 2026 03

Greenwich Wealth Management LLC

CIK 0001439805

$4M116K0.18%Q1 2026 04

PALLADIEM, LLC

CIK 0001629271

$4M87K3.83%Q2 2026 05

OLD MISSION CAPITAL LLC

CIK 0001455915

$3M71K0.05%Q2 2026 06

IFC Advisors LLC

CIK 0002053348

$3M65K0.37%Q2 2026 07

Geneos Wealth Management Inc.

CIK 0001764754

$2M35K0.03%Q2 2026 08

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M31K0.00%Q2 2026 09

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$1M24K0.00%Q2 2026 10

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$658K15K0.00%Q2 2026 11

Sierra Capital LLC

CIK 0001787274

$643K18K0.07%Q4 2025 12

Bedel Financial Consulting, Inc.

CIK 0001730511

$639K14K0.06%Q2 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$597K13K0.00%Q2 2026 14

Matisse Capital

CIK 0001668256

$530K12K0.21%Q2 2026 15

Round Rock Advisors, LLC

CIK 0001846991

$526K12K0.07%Q2 2026 16

EJMK Ventures LLC

CIK 0002113915

$287K6K0.13%Q2 2026 17

Bond & Devick Financial Network, Inc.

CIK 0001843495

$254K6K0.06%Q2 2026 18

Farther Finance Advisors, LLC

CIK 0001992825

$67K1K0.00%Q2 2026 19

UBS Group AG

CIK 0001610520

$30K6580.00%Q2 2026 20

Richardson Capital Management LLC

CIK 0001621646

$7K1600.00%Q2 2026

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