AI Holders Summary · Q2 2026

324 institutions reported BPRE in Q2 2026. CAPTRUST FINANCIAL ADVISORS leads at 14.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$100M7.7M0.15%Q2 2026 02

Saba Capital Management, L.P.

CIK 0001510281

$88M6.7M2.25%Q2 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

Focus Partners Wealth

CIK 0001542153

$42M3.3M0.04%Q2 2026 06

Cetera Investment Advisers

CIK 0001666741

$39M3.0M0.04%Q2 2026 07

MIDLAND WEALTH ADVISORS LLC

CIK 0001990058

$37M2.9M1.75%Q2 2026 08

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$36M2.8M0.02%Q2 2026 09

MORGAN STANLEY

CIK 0000895421

$33M2.5M0.00%Q2 2026 10

Quadrant Private Wealth Management, LLC

CIK 0001727454

$27M2.0M5.94%Q2 2026 11

Pasadena Private Wealth, LLC

CIK 0001760578

$25M1.9M3.20%Q2 2026 12

Stratos Wealth Partners, LTD.

CIK 0001612865

$23M1.8M0.23%Q2 2026 13

OSAIC HOLDINGS, INC.

CIK 0001677044

$22M1.7M0.03%Q2 2026 14

Sunbelt Securities, Inc.

CIK 0001632932

$20M1.2M1.24%Q1 2026 15

INDEPENDENT FINANCIAL GROUP, LLC

CIK 0000275484

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

TRAPHAGEN INVESTMENT ADVISORS LLC

CIK 0002023380

$15M1.2M1.09%Q2 2026 17

HighTower Advisors, LLC

CIK 0001462245

$13M999K0.01%Q2 2026 18

CITADEL ADVISORS LLC

CIK 0001423053

$12M894K0.00%Q2 2026 19

Modern Wealth Management, LLC

CIK 0002001900

$9M566K0.16%Q1 2026 20

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$8M638K0.00%Q2 2026

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