IR Superintel — Institutional Ownership Intelligence

Institutional Holders — Q3 2026

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Imc-Chicago, LLC19,855

0.0% of portfolio$1.0M

Central Valley Advisors, LLC16,332

0.2% of portfolio$833.6K

FAI Advisors, Inc.5,362

0.1% of portfolio$273.7K

SteelPeak Wealth, LLC4,800

0.0% of portfolio$245.0K

Balance Wealth Partners LLC118

0.0% of portfolio$6.0K

				Style	Turnover	Location	Filed
Imc-Chicago, LLC	19,855	$1.0M	0.0%	Core	Very High	Chicago, IL	2026-11-05
Central Valley Advisors, LLC	16,332	$833.6K	0.2%	Core	Low	Sacramento, CA	2026-10-27
FAI Advisors, Inc.	5,362	$273.7K	0.1%	Growth	Low	Farmington Hills, MI	2026-10-27
SteelPeak Wealth, LLC	4,800	$245.0K	0.0%	Growth	High	Woodland Hills, CA	2026-10-16
Balance Wealth Partners LLC	118	$6.0K	0.0%	ETF	Medium	Worthington, OH	2026-10-27