AI Holders Summary · Q2 2026

56 institutions reported SIXD in Q2 2026. AE Wealth Management LLC leads at 55.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

AE Wealth Management LLC

CIK 0001697723

$154M5.0M0.72%Q2 2026 02

Lido Advisors, LLC

CIK 0001650150

$22M716K0.06%Q2 2026 03

Lloyd Advisory Services, LLC.

CIK 0001802474

$19M623K7.45%Q2 2026 04

ALLIANZ SE

CIK 0001127508

$10M315K0.10%Q2 2026 05

FSR Wealth Management Ltd.

CIK 0001940000

$7M232K8.15%Q2 2026 06

B.O.S.S. Retirement Advisors, LLC

CIK 0001964810

$6M208K1.73%Q2 2026 07

FWG Investments, LLC.

CIK 0001944877

$6M207K3.38%Q2 2026 08

MML INVESTORS SERVICES, LLC

CIK 0000701059

$6M197K0.01%Q2 2026 09

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$6M196K0.00%Q2 2026 10

HOWARD BAILEY SECURITIES, LLC

CIK 0002043986

$6M193K2.23%Q2 2026 11

SMART Wealth LLC

CIK 0002044723

$6M190K1.26%Q2 2026 12

Authentikos Wealth Advisory, LLC

CIK 0001967054

$6M188K3.70%Q2 2026 13

OSAIC HOLDINGS, INC.

CIK 0001677044

$4M143K0.01%Q2 2026 14

Richmond Brothers, Inc.

CIK 0001540462

$3M112K1.79%Q2 2026 15

Integrated Wealth Management

CIK 0002113155

$3M108K3.53%Q2 2026 16

Elevated Capital Advisors, LLC

CIK 0001802387

$3M106K0.90%Q2 2026 17

TOUNJIAN ADVISORY PARTNERS, LLC

CIK 0002039850

$3M87K1.15%Q2 2026 18

Centennial Advisors, LLC

CIK 0001951376

$3M82K3.02%Q2 2026 19

LifeWealth Investments, LLC

CIK 0002033794

$2M79K0.65%Q2 2026 20

FSA Advisors, Inc.

CIK 0001905627

$2M77K1.09%Q2 2026

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