AI Holders Summary · Q3 2026

16 institutions reported SPIN in Q3 2026. Hedeker Wealth, LLC leads at 52.4% 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

Hedeker Wealth, LLC

CIK 0001633910

$16M487K2.99%Q3 2026 02

SK Wealth Management, LLC

CIK 0001867958

$8M245K1.86%Q2 2026 03

OPTIMA CAPITAL LLC

CIK 0002070972

$1M45K0.57%Q2 2026 04

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$1M34K0.00%Q2 2026 05

Cerity Partners LLC

CIK 0001566475

$776K24K0.00%Q2 2026 06

Austin Private Wealth, LLC

CIK 0001800328

$735K23K0.05%Q4 2025 07

WealthPoint Financial, LLC

CIK 0002040860

$671K21K0.49%Q2 2026 08

THOMPSON DAVIS & CO., INC.

CIK 0001017284

$479K15K0.29%Q2 2026 09

SHEETS SMITH WEALTH MANAGEMENT

CIK 0001157436

$468K14K0.05%Q3 2026 10

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$338K10K0.00%Q2 2026 11

EWG Elevate Inc.

CIK 0001765278

$237K8K0.07%Q3 2025 12

MML INVESTORS SERVICES, LLC

CIK 0000701059

$218K7K0.00%Q2 2026 13

CWM, LLC

CIK 0001535847

$43K1K0.00%Q1 2026 14

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$42K1K0.00%Q2 2026 15

Triumph Capital Management

CIK 0001730765

$21K6380.00%Q3 2026 16

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CIK 0000752798

$00—Q2 2025