AI Holders Summary · Q2 2026

25 institutions reported SPLS in Q2 2026. WJ Interests, LLC leads at 28.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

WJ Interests, LLC

CIK 0001727642

$6M116K2.43%Q2 2026 02

AE Wealth Management LLC

CIK 0001697723

$5M93K0.02%Q2 2026 03

CITADEL ADVISORS LLC

CIK 0001423053

$3M64K0.00%Q2 2026 04

Delta Investment Management, LLC

CIK 0001757043

$2M34K0.30%Q2 2026 05

Lloyd Advisory Services, LLC.

CIK 0001802474

$2M29K0.60%Q2 2026 06

Mid-American Wealth Advisory Group, Inc.

CIK 0001911264

$623K11K0.23%Q2 2026 07

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

CIK 0001964810

$500K9K0.13%Q2 2026 08

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$494K9K0.00%Q2 2026 09

HOWARD BAILEY SECURITIES, LLC

CIK 0002043986

$470K9K0.18%Q2 2026 10

MML INVESTORS SERVICES, LLC

CIK 0000701059

$402K7K0.00%Q2 2026 11

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$254K5K0.00%Q2 2026 12

Great Lakes Retirement, Inc.

CIK 0001801667

$249K5K0.02%Q2 2026 13

Elevated Capital Advisors, LLC

CIK 0001802387

$238K4K0.07%Q2 2026 14

Integrated Wealth Management

CIK 0002113155

$220K4K0.23%Q2 2026 15

TOUNJIAN ADVISORY PARTNERS, LLC

CIK 0002039850

$170K3K0.07%Q2 2026 16

UBS Group AG

CIK 0001610520

$92K2K0.00%Q2 2026 17

Kingdom Financial Group LLC.

CIK 0001962236

$85K2K0.02%Q2 2026 18

Montgomery Financial Services LLC

CIK 0002149844

$59K1K0.05%Q2 2026 19

IFG Advisory, LLC

CIK 0001728319

$46K8550.00%Q2 2026 20

Networth Advisors, LLC

CIK 0002099019

$20K3620.01%Q2 2026

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