AI Holders Summary · Q1 2026

35 institutions reported DSCO in Q1 2026. Family Management Corp leads at 27.8% 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

Family Management Corp

CIK 0001539947

$42M1.7M5.01%Q1 2026 02

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$26M1.1M0.01%Q1 2026 03

WJ Interests, LLC

CIK 0001727642

$15M612K5.84%Q1 2026 04

Curated Wealth Partners LLC

CIK 0001781284⚠ data anomaly

$14M9.9M1.76%Q2 2026 05

OSAIC HOLDINGS, INC.

CIK 0001677044

$11M455K0.02%Q1 2026 06

COURIER CAPITAL LLC

CIK 0001015247

$8M323K0.40%Q2 2026 07

Jacksonville Wealth Management, LLC

CIK 0002048486

$6M256K4.30%Q1 2026 08

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$5M219K0.00%Q1 2026 09

Auour Investments LLC

CIK 0001789310

$4M178K1.27%Q2 2026 10

AVAII WEALTH MANAGEMENT, LLC

CIK 0001904431

$4M157K1.36%Q1 2026 11

SilverOak Wealth Management LLC

CIK 0001764766

$2M89K0.35%Q1 2026 12

CORRADO ADVISORS, LLC

CIK 0001482611

$2M83K1.08%Q1 2026 13

Advisory Services Network, LLC

CIK 0001573876

$2M83K0.03%Q1 2026 14

Pettinga Financial Advisors LLC

CIK 0001694592

$2M76K0.30%Q2 2026 15

Hubbell Strickland Wealth Management, LLC

CIK 0001791555

$1M53K0.52%Q1 2026 16

Cushing Capital Partners, LLC

CIK 0002054827

$1M44K0.83%Q1 2026 17

Signal Advisors Wealth, LLC

CIK 0002010926

$950K38K0.07%Q1 2026 18

Pallas Capital Advisors LLC

CIK 0001862282

$912K37K0.03%Q1 2026 19

Ausdal Financial Partners, Inc.

CIK 0001667146

$805K32K0.04%Q1 2026 20

M Wealth Management, LLC

CIK 0002026150

$505K20K0.43%Q1 2026

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