AI Holders Summary · Q1 2026

331 institutions reported BPRE in Q1 2026. CAPTRUST FINANCIAL ADVISORS leads at 17.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$132M7.9M0.23%Q1 2026 02

Saba Capital Management, L.P.

CIK 0001510281

$79M4.8M2.19%Q1 2026 03

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$74M4.5M0.19%Q1 2026 04

LPL Financial LLC

CIK 0001403438

$72M5.5M0.02%Q2 2026 05

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$57M3.4M0.03%Q1 2026 06

Cetera Investment Advisers

CIK 0001666741

$53M3.2M0.06%Q1 2026 07

Focus Partners Wealth

CIK 0001542153

$48M3.2M0.05%Q4 2025 08

MIDLAND WEALTH ADVISORS LLC

CIK 0001990058

$37M2.9M1.75%Q2 2026 09

Pasadena Private Wealth, LLC

CIK 0001760578

$31M1.9M4.33%Q1 2026 10

MORGAN STANLEY

CIK 0000895421

$30M1.8M0.00%Q1 2026 11

Quadrant Private Wealth Management, LLC

CIK 0001727454

$27M2.0M5.94%Q2 2026 12

OSAIC HOLDINGS, INC.

CIK 0001677044

$24M1.5M0.04%Q1 2026 13

Sunbelt Securities, Inc.

CIK 0001632932

$20M1.2M1.24%Q1 2026 14

INDEPENDENT FINANCIAL GROUP, LLC

CIK 0000275484

$16M1.3M0.31%Q2 2026 15

TRAPHAGEN INVESTMENT ADVISORS LLC

CIK 0002023380

$15M1.2M1.09%Q2 2026 16

HighTower Advisors, LLC

CIK 0001462245

$13M999K0.01%Q2 2026 17

Stratos Wealth Partners, LTD.

CIK 0001612865

$12M703K0.13%Q1 2026 18

Modern Wealth Management, LLC

CIK 0002001900

$9M566K0.16%Q1 2026 19

ROYAL BANK OF CANADA

CIK 0001000275

$9M514K0.00%Q1 2026 20

Arkadios Wealth Advisors

CIK 0001800798

$8M506K0.14%Q1 2026

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