AI Holders Summary · Q2 2026

93 institutions reported CDX in Q2 2026. SIGNATURE ESTATE & INVESTMENT ADVISORS LLC leads at 16.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

CIK 0001079935

$41M1.9M0.74%Q2 2026 02

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$32M1.5M0.01%Q1 2026 03

AE Wealth Management LLC

CIK 0001697723

$27M1.3M0.15%Q1 2026 04

Altiora Financial Group, LLC

CIK 0001986156

$19M899K3.16%Q1 2026 05

Park Edge Advisors, LLC

CIK 0001965659

$16M772K3.43%Q2 2026 06

Insight Wealth Strategies, LLC

CIK 0001749914

$16M764K1.56%Q2 2026 07

LPL Financial LLC

CIK 0001403438

$13M587K0.00%Q1 2026 08

PRINCIPAL SECURITIES, INC.

CIK 0000012600

$8M378K0.12%Q1 2026 09

DRIVE WEALTH MANAGEMENT, LLC

CIK 0001952781

$8M375K1.41%Q2 2026 10

NewEdge Wealth, LLC

CIK 0001861796

$8M368K0.09%Q1 2026 11

Orion Porfolio Solutions, LLC

CIK 0001360533

$7M333K0.06%Q1 2026 12

FLAGSHIP HARBOR ADVISORS, LLC

CIK 0001691766

$7M318K0.26%Q2 2026 13

Meridian Wealth Management, LLC

CIK 0001697300

$7M308K0.23%Q1 2026 14

Prime Capital Investment Advisors, LLC

CIK 0001731446

$7M305K0.08%Q1 2026 15

Envestnet Portfolio Solutions, Inc.

CIK 0001998033

$6M267K0.03%Q2 2026 16

OSAIC HOLDINGS, INC.

CIK 0001677044

$5M243K0.01%Q1 2026 17

SlateStone Wealth, LLC

CIK 0001764049

$5M233K0.41%Q1 2026 18

NewEdge Advisors, LLC

CIK 0001633516

$5M226K0.02%Q1 2026 19

ADAPT WEALTH ADVISORS, LLC

CIK 0002013937

$5M214K1.66%Q1 2026 20

Focus Partners Wealth

CIK 0001542153

$4M187K0.00%Q4 2025

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