Spectral AI Inc (MDAI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Geode Capital Management, LLC

INCREASED

Shares230,400 from 222,595

Change+7,805 (+4%)

Value$382.5K (-$2.6K)

Filed 2026-11-06

LPL Financial LLC

INCREASED

Shares163,801 from 160,701

Change+3,100 (+2%)

Value$271.9K (-$6.1K)

Filed 2026-11-06

Forum Financial Management, LP

UNCHANGED

Shares60,501 from 60,501

Change0 (0%)

Value$100.4K (-$4.2K)

Filed 2026-10-16

Philip James Wealth Mangement, LLC

UNCHANGED

Shares12,000 from 12,000

Change0 (0%)

Value$19.9K (-$840)

Filed 2026-10-27

StoneX Group Inc.

DECREASED

Shares11,034 from 15,343

Change-4,309 (-28%)

Value$18.1K (-$13.5K)

Filed 2026-11-03

Wolverine Asset Management LLC

INCREASED

Shares8,531 from 8,123

Change+408 (+5%)

Value$14.2K (+$108)

Filed 2026-11-02

Westside Investment Management, Inc.

UNCHANGED

Shares2,650 from 2,650

Change0 (0%)

Value$4.4K (-$186)

Filed 2026-11-02

Citigroup Inc

NEW

Shares1

Change+1

Value$2

Filed 2026-11-04

University of Texas S AM Investment Management Co

CLOSED

Shares0 from 121,711

Change-121,711 (-100%)

Value$0 (-$210.6K)

Filed 2026-11-03

Barclays PLC

CLOSED

Shares0 from 328

Change-328 (-100%)

Value$0 (-$567)

Filed 2026-11-06

Concord Wealth Partners

CLOSED

Shares0 from 300

Change-300 (-100%)

Value$0 (-$519)

Filed 2026-11-02

Vanguard Capital Management LLC

N/A

Shares— from 994,410

Change-994,410 (-100%)

Value—

Highlander Partners, L.P.

N/A

Shares— from 900,000

Change-900,000 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 827,454

Change-827,454 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 287,000

Change-287,000 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 226,319

Change-226,319 (-100%)

Value—

UBS Group AG

N/A

Shares— from 225,823

Change-225,823 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 161,777

Change-161,777 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 142,664

Change-142,664 (-100%)

Value—

Rathbones Group PLC

N/A

Shares— from 87,045

Change-87,045 (-100%)

Value—

State Street Corp

N/A

Shares— from 75,600

Change-75,600 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 50,547

Change-50,547 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 40,979

Change-40,979 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 32,927

Change-32,927 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 20,259

Change-20,259 (-100%)

Value—

N.E.W. Advisory Services LLC

N/A

Shares— from 20,010

Change-20,010 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 15,452

Change-15,452 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 13,799

Change-13,799 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 12,800

Change-12,800 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 12,121

Change-12,121 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 11,046

Change-11,046 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 10,237

Change-10,237 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 6,480

Change-6,480 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 1,700

Change-1,700 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 173

Change-173 (-100%)

Value—

	Status
Geode Capital Management, LLC	INCREASED	230,400	222,595	+7,805	+4%	$385.2K	$382.5K	-$2.6K	2026-11-06
LPL Financial LLC	INCREASED	163,801	160,701	+3,100	+2%	$278.0K	$271.9K	-$6.1K	2026-11-06
Forum Financial Management, LP	UNCHANGED	60,501	60,501	0	0%	$104.7K	$100.4K	-$4.2K	2026-10-16
Philip James Wealth Mangement, LLC	UNCHANGED	12,000	12,000	0	0%	$20.8K	$19.9K	-$840	2026-10-27
StoneX Group Inc.	DECREASED	11,034	15,343	-4,309	-28%	$31.6K	$18.1K	-$13.5K	2026-11-03
Wolverine Asset Management LLC	INCREASED	8,531	8,123	+408	+5%	$14.1K	$14.2K	+$108	2026-11-02
Westside Investment Management, Inc.	UNCHANGED	2,650	2,650	0	0%	$4.6K	$4.4K	-$186	2026-11-02
Citigroup Inc	NEW	1	—	+1	—	—	$2	—	2026-11-04
University of Texas S AM Investment Management Co	CLOSED	0	121,711	-121,711	-100%	$210.6K	$0	-$210.6K	2026-11-03
Barclays PLC	CLOSED	0	328	-328	-100%	$567	$0	-$567	2026-11-06
Concord Wealth Partners	CLOSED	0	300	-300	-100%	$519	$0	-$519	2026-11-02
Vanguard Capital Management LLC	N/A	—	994,410	-994,410	-100%	$1.7M	—	—	—
Highlander Partners, L.P.	N/A	—	900,000	-900,000	-100%	$1.6M	—	—	—
Marshall Wace, LLP	N/A	—	827,454	-827,454	-100%	$1.4M	—	—	—
Bridgeway Capital Management, LLC	N/A	—	287,000	-287,000	-100%	$496.5K	—	—	—
Jane Street Group, LLC	N/A	—	226,319	-226,319	-100%	$391.5K	—	—	—
UBS Group AG	N/A	—	225,823	-225,823	-100%	$390.7K	—	—	—
BlackRock, Inc.	N/A	—	161,777	-161,777	-100%	$279.9K	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	142,664	-142,664	-100%	$246.8K	—	—	—
Rathbones Group PLC	N/A	—	87,045	-87,045	-100%	$150.6K	—	—	—
State Street Corp	N/A	—	75,600	-75,600	-100%	$130.8K	—	—	—
Northern Trust Corp	N/A	—	50,547	-50,547	-100%	$87.4K	—	—	—
Virtu Financial LLC	N/A	—	40,979	-40,979	-100%	$71.0K	—	—	—
XTX Topco Ltd	N/A	—	32,927	-32,927	-100%	$57.0K	—	—	—
JPMorgan Chase & Co	N/A	—	20,259	-20,259	-100%	$34.2K	—	—	—
N.E.W. Advisory Services LLC	N/A	—	20,010	-20,010	-100%	$34.6K	—	—	—
Royal Bank of Canada	N/A	—	15,452	-15,452	-100%	$27.0K	—	—	—
Morgan Stanley	N/A	—	13,799	-13,799	-100%	$23.9K	—	—	—
Raymond James Financial Inc	N/A	—	12,800	-12,800	-100%	$22.1K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	12,121	-12,121	-100%	$21.0K	—	—	—
Engineers Gate Manager LP	N/A	—	11,046	-11,046	-100%	$19.1K	—	—	—
HRT Financial LP	N/A	—	10,237	-10,237	-100%	$17	—	—	—
Osaic Holdings, Inc.	N/A	—	6,480	-6,480	-100%	$11.2K	—	—	—
NewEdge Advisors, LLC	N/A	—	1,700	-1,700	-100%	$2.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	173	-173	-100%	$299	—	—	—

Showing 35 of 35 institutions