AI Holders Summary · Q2 2026

127 institutions reported FFLC in Q2 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 19.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$95M1.6M0.12%Q2 2026 02

LPL Financial LLC

CIK 0001403438

$92M1.6M0.02%Q2 2026 03

Private Advisor Group, LLC

CIK 0001567755

$43M725K0.20%Q2 2026 04

Socha Financial Group, LLC

CIK 0001967966

$36M608K14.57%Q2 2026 05

NOVEM GROUP

CIK 0001926783

$28M468K2.74%Q3 2026 06

Beaumont Financial Advisors, LLC

CIK 0001957394

$22M372K1.39%Q2 2026 07

DAHRING | CUSMANO LLC

CIK 0002053669

$18M305K9.48%Q2 2026 08

Tactive Advisors, LLC

CIK 0002002409

$18M304K4.31%Q3 2026 09

Fiduciary Planning LLC

CIK 0001792851

$17M288K4.37%Q3 2026 10

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$17M285K0.00%Q2 2026 11

HUNTINGTON NATIONAL BANK

CIK 0000049205

$15M260K0.07%Q2 2026 12

Prasad Wealth Partners, LLC

CIK 0002048885

$15M259K3.68%Q2 2026 13

Kestra Advisory Services, LLC

CIK 0001830819

$15M259K0.05%Q2 2026 14

OSAIC HOLDINGS, INC.

CIK 0001677044

$13M217K0.01%Q2 2026 15

KESTRA PRIVATE WEALTH SERVICES, LLC

CIK 0001649451

$11M189K0.12%Q2 2026 16

INSIGNEO ADVISORY SERVICES, LLC

CIK 0001964958

$11M185K0.41%Q2 2026 17

Equitable Holdings, Inc.

CIK 0001333986

$10M171K0.06%Q2 2026 18

RFG - Bristol Wealth Advisors, LLC

CIK 0002055104

$9M147K2.07%Q3 2026 19

Onyx Bridge Wealth Group LLC

CIK 0001819476

$8M138K0.71%Q3 2026 20

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

CIK 0001109767

$8M137K0.39%Q2 2026

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