AI Holders Summary · Q2 2026

24 institutions reported CTEC in Q2 2026. BLVD Private Wealth, LLC leads at 27.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

BLVD Private Wealth, LLC

CIK 0002079537

$1M23K1.11%Q2 2026 02

GTS SECURITIES LLC

CIK 0001452765· Market maker

$1M17K0.04%Q1 2026 03

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$766K13K0.00%Q1 2026 04

LPL Financial LLC

CIK 0001403438

$648K11K0.00%Q1 2026 05

CITADEL ADVISORS LLC

CIK 0001423053

$542K10K0.00%Q4 2025 06

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$313K5K0.00%Q1 2026 07

Western Wealth Management, LLC

CIK 0001767902

$306K1K0.01%Q1 2026 08

PFG Investments, LLC

CIK 0001973224

$292K5K0.01%Q2 2026 09

OSAIC HOLDINGS, INC.

CIK 0001677044

$40K6820.00%Q1 2026 10

CIBC Private Wealth Group LLC

CIK 0001298088

$26K4840.00%Q4 2025 11

Glenmede Investment Management, LP

CIK 0001644465

$23K4660.00%Q3 2025 12

MORGAN STANLEY

CIK 0000895421

$23K4000.00%Q1 2026 13

NATIONAL BANK OF CANADA /FI/

CIK 0000926171

$12K2000.00%Q1 2026 14

CWM, LLC

CIK 0001535847

$9K1460.00%Q1 2026 15

TSFG, LLC

CIK 0001800513

$8K1380.00%Q1 2026 16

SBI Securities Co., Ltd.

Steward Partners Investment Advisory, LLC

CREATIVE FINANCIAL DESIGNS INC /ADV

CIK 0000819864

$2K360.00%Q1 2026

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