AI Holders Summary · Q1 2026

24 institutions reported FCTR in Q1 2026. Geneos Wealth Management Inc. leads at 29.7% 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

Geneos Wealth Management Inc.

CIK 0001764754

$11M308K0.25%Q1 2026 02

Lunt Capital Management, Inc.

CIK 0001608034

$10M289K3.96%Q1 2026 03

LPL Financial LLC

CIK 0001403438

$4M125K0.00%Q1 2026 04

Soltis Investment Advisors LLC

CIK 0001802530

$4M125K0.28%Q1 2026 05

GOLDMAN SACHS GROUP INC

CIK 0000886982

$2M60K0.00%Q1 2026 06

GeoWealth Management, LLC

CIK 0001593387

$861K24K0.03%Q1 2026 07

MORGAN STANLEY

CIK 0000895421

$540K15K0.00%Q1 2026 08

Kraft, Davis & Associates, LLC

CIK 0001919438

$481K12K0.10%Q2 2026 09

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$343K10K0.00%Q1 2026 10

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$320K9K0.00%Q1 2026 11

Wealth Advisory Solutions, LLC

CIK 0001834802

$316K8K0.07%Q2 2026 12

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$294K8K0.00%Q1 2026 13

Farther Finance Advisors, LLC

CIK 0001992825

$279K7K0.00%Q2 2026 14

Atria Investments, Inc

CIK 0001535865

$259K7K0.00%Q1 2026 15

STIFEL FINANCIAL CORP

CIK 0000720672

$245K7K0.00%Q1 2026 16

United Advisor Group, LLC

CIK 0002004873

$217K6K0.03%Q1 2026 17

CWM, LLC

CIK 0001535847

$203K6K0.00%Q1 2026 18

OSAIC HOLDINGS, INC.

CIK 0001677044

$104K3K0.00%Q1 2026 19

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CIK 0001818604

$98K2K0.01%Q2 2026 20

UBS Group AG

CIK 0001610520

$17K4830.00%Q1 2026

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