AI Holders Summary · Q1 2026

30 institutions reported CMCT in Q1 2026. Cambridge Investment Research Advisors, Inc. leads at 69.0% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$1M2.3M0.00%Q1 2026 02

Seros Financial, LLC

CIK 0002039918

$178K289K0.11%Q1 2026 03

Avantax Planning Partners, Inc.

CIK 0001005441

$114K186K0.00%Q1 2026 04

LPL Financial LLC

CIK 0001403438

$84K136K0.00%Q1 2026 05

Cetera Investment Advisers

CIK 0001666741

$54K88K0.00%Q1 2026 06

Newbridge Financial Services Group, Inc.

CIK 0001879757

$39K64K0.01%Q1 2026 07

CWM, LLC

CIK 0001535847

$34K55K0.00%Q1 2026 08

OSAIC HOLDINGS, INC.

CIK 0001677044

$32K53K0.00%Q1 2026 09

KINGSWOOD WEALTH ADVISORS, LLC

CIK 0001987855

$25K41K0.00%Q1 2026 10

Virtu Financial LLC

CIK 0001533964· Market maker

$19K31K0.00%Q1 2026 11

StoneX Group Inc.

CIK 0000913760

$12K20K0.00%Q1 2026 12

GSA CAPITAL PARTNERS LLP

CIK 0001362033

$8K13K0.00%Q1 2026 13

Strategic Wealth Investment Group, LLC

CIK 0001802365

$7K11K0.00%Q1 2026 14

EP Wealth Advisors, LLC

CIK 0001540569

$7K11K0.00%Q1 2026 15

Fisher Asset Management, LLC

CIK 0000850529

$7K11K0.00%Q1 2026 16

ROYAL BANK OF CANADA

CIK 0001000275

$6K10K0.00%Q1 2026 17

WELLS FARGO & COMPANY/MN

CIK 0000072971

$4K7K0.00%Q1 2026 18

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$3K5K0.00%Q1 2026 19

Steward Partners Investment Advisory, LLC

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