AI Holders Summary · Q3 2026

25 institutions reported NMS in Q3 2026. Focus Financial Network, Inc. leads at 14.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Focus Financial Network, Inc.

CIK 0002010942

$1M115K0.03%Q3 2026 02

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$873K72K0.02%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$802K66K0.00%Q2 2026 04

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$615K51K0.00%Q2 2026 05

Cetera Investment Advisers

CIK 0001666741

$584K48K0.00%Q2 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$445K37K0.00%Q2 2026 07

Curi Capital, LLC

CIK 0001332905

$438K36K0.01%Q2 2026 08

&PARTNERS

CIK 0000107136

$397K33K0.00%Q2 2026 09

ACCESS FINANCIAL SERVICES, INC.

CIK 0001699622

$373K31K0.12%Q2 2026 10

WELLS FARGO & COMPANY/MN

CIK 0000072971

$364K30K0.00%Q2 2026 11

Redhawk Wealth Advisors, Inc.

CIK 0001535811

$270K28K0.03%Q3 2026 12

UBS Group AG

CIK 0001610520

$266K22K0.00%Q2 2026 13

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$261K27K0.00%Q3 2026 14

Vermillion Wealth Management, Inc.

CIK 0001737012

$227K19K0.05%Q2 2026 15

LPL Financial LLC

CIK 0001403438

$221K18K0.00%Q2 2026 16

BANK OF AMERICA CORP /DE/

CIK 0000070858

$188K16K0.00%Q2 2026 17

Creative Planning

CIK 0001540235

$173K14K0.00%Q2 2026 18

Mariner, LLC

CIK 0001373442

$161K13K0.00%Q2 2026 19

Artesa Financial Group, LLC

CIK 0002109808

$147K12K0.13%Q2 2026 20

CITADEL ADVISORS LLC

CIK 0001423053

$121K10K0.00%Q2 2026

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