AI Holders Summary · Q2 2026

46 institutions reported DSCO in Q2 2026. Family Management Corp leads at 22.7% 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

$40M1.6M4.11%Q2 2026 02

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$32M1.3M0.01%Q2 2026 03

WJ Interests, LLC

CIK 0001727642

$18M707K6.80%Q2 2026 04

Destiny Wealth Partners, LLC

CIK 0001844369

$15M610K2.14%Q2 2026 05

OSAIC HOLDINGS, INC.

CIK 0001677044

$11M457K0.01%Q2 2026 06

Curated Wealth Partners LLC

CIK 0001781284⚠ data anomaly

$10M390K1.13%Q2 2026 07

COURIER CAPITAL LLC

CIK 0001015247

$8M323K0.40%Q2 2026 08

FOUNDATIONS INVESTMENT ADVISORS, LLC

CIK 0001743404

$7M269K0.07%Q2 2026 09

Jacksonville Wealth Management, LLC

CIK 0002048486

$6M223K3.14%Q2 2026 10

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$5M219K0.00%Q1 2026 11

Auour Investments LLC

CIK 0001789310

$4M178K1.27%Q2 2026 12

AVAII WEALTH MANAGEMENT, LLC

CIK 0001904431

$4M147K1.08%Q2 2026 13

Pallas Capital Advisors LLC

CIK 0001862282

$3M127K0.10%Q2 2026 14

Ashton Thomas Private Wealth, LLC

CIK 0002019663

$3M105K0.05%Q2 2026 15

SilverOak Wealth Management LLC

CIK 0001764766

$2M91K0.29%Q2 2026 16

CORRADO ADVISORS, LLC

CIK 0001482611

$2M83K0.96%Q2 2026 17

Advisory Services Network, LLC

CIK 0001573876

$2M83K0.02%Q2 2026 18

Pettinga Financial Advisors LLC

CIK 0001694592

$2M76K0.30%Q2 2026 19

Cetera Investment Advisers

CIK 0001666741

$1M56K0.00%Q2 2026 20

Hubbell Strickland Wealth Management, LLC

CIK 0001791555

$1M52K0.47%Q2 2026

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