AI Holders Summary · Q3 2026

34 institutions reported SPLS in Q3 2026. WJ Interests, LLC leads at 18.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

WJ Interests, LLC

CIK 0001727642

$7M131K2.60%Q3 2026 02

Atria Investments, Inc

CIK 0001535865

$6M101K0.05%Q3 2026 03

CoreCap Advisors, LLC

CIK 0001902501

$5M96K0.15%Q3 2026 04

AE Wealth Management LLC

CIK 0001697723

$5M93K0.02%Q2 2026 05

HERITAGE OAK WEALTH ADVISORS LLC

CIK 0002035533

$4M71K1.19%Q3 2026 06

CITADEL ADVISORS LLC

CIK 0001423053

$3M64K0.00%Q2 2026 07

Delta Investment Management, LLC

CIK 0001757043

$2M34K0.30%Q2 2026 08

Lloyd Advisory Services, LLC.

CIK 0001802474

$2M29K0.60%Q2 2026 09

Mid-American Wealth Advisory Group, Inc.

CIK 0001911264

$766K14K0.27%Q3 2026 10

Fulcrum Equity Management

CIK 0001737888

$527K10K0.42%Q3 2026 11

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

CIK 0001964810

$500K9K0.13%Q2 2026 12

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$494K9K0.00%Q2 2026 13

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$493K9K0.00%Q3 2026 14

Balefire, LLC

CIK 0001750924

$484K9K0.08%Q3 2026 15

HOWARD BAILEY SECURITIES, LLC

CIK 0002043986

$470K9K0.18%Q2 2026 16

Legacy Wealth Partners, LLC

CIK 0002066638

$445K8K0.10%Q3 2026 17

MML INVESTORS SERVICES, LLC

CIK 0000701059

$402K7K0.00%Q2 2026 18

Hutchens & Kramer Investment Management Group, LLC

CIK 0001920117

$354K6K0.11%Q3 2026 19

Concurrent Investment Advisors, LLC

CIK 0002001015

$326K6K0.00%Q3 2026 20

Great Lakes Retirement, Inc.

CIK 0001801667

$249K5K0.02%Q2 2026

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