AI Holders Summary · Q3 2026

26 institutions reported MEM in Q3 2026. JGP Wealth Management, LLC leads at 19.7% 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

$7M170K0.65%Q3 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

$4M91K3.86%Q3 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%Q3 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

$768K18K0.00%Q3 2026 11

Sierra Capital LLC

CIK 0001787274

$643K18K0.07%Q4 2025 12

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$597K13K0.00%Q2 2026 13

Bedel Financial Consulting, Inc.

CIK 0001730511

$586K13K0.06%Q3 2026 14

Round Rock Advisors, LLC

CIK 0001846991

$526K12K0.07%Q2 2026 15

Matisse Capital

CIK 0001668256

$509K12K0.20%Q3 2026 16

EJMK Ventures LLC

CIK 0002113915

$325K7K0.14%Q3 2026 17

Bond & Devick Financial Network, Inc.

CIK 0001843495

$246K6K0.06%Q3 2026 18

Beacon Financial Advisory LLC

CIK 0001800502

$243K6K0.05%Q3 2026 19

POTENTIA WEALTH

CIK 0002052308

$240K6K0.09%Q3 2026 20

Farther Finance Advisors, LLC

CIK 0001992825

$63K1K0.00%Q3 2026

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