AI Holders Summary · Q1 2026

120 institutions reported FFLC in Q1 2026. LPL Financial LLC leads at 18.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

LPL Financial LLC

CIK 0001403438

$78M1.5M0.02%Q1 2026 02

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$74M1.5M0.10%Q1 2026 03

Mariner, LLC

CIK 0001373442

$53M1.0M0.06%Q1 2026 04

Socha Financial Group, LLC

CIK 0001967966

$30M586K15.25%Q1 2026 05

NOVEM GROUP

CIK 0001926783

$27M465K2.77%Q2 2026 06

Kestra Advisory Services, LLC

CIK 0001830819

$17M329K0.06%Q1 2026 07

Tactive Advisors, LLC

CIK 0002002409

$17M280K4.07%Q2 2026 08

DAHRING | CUSMANO LLC

CIK 0002053669

$15M297K9.35%Q1 2026 09

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$15M286K0.00%Q1 2026 10

Fiduciary Planning LLC

CIK 0001792851

$14M269K4.16%Q1 2026 11

Prasad Wealth Partners, LLC

CIK 0002048885

$13M261K3.65%Q1 2026 12

HUNTINGTON NATIONAL BANK

CIK 0000049205

$13M258K0.07%Q1 2026 13

Onyx Bridge Wealth Group LLC

CIK 0001819476

$10M164K0.87%Q2 2026 14

Equitable Holdings, Inc.

CIK 0001333986

$9M170K0.06%Q1 2026 15

KESTRA PRIVATE WEALTH SERVICES, LLC

CIK 0001649451

$9M167K0.11%Q1 2026 16

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

CIK 0001109767

$8M137K0.39%Q2 2026 17

RFG - Bristol Wealth Advisors, LLC

CIK 0002055104

$7M139K1.92%Q1 2026 18

MENORA MIVTACHIM HOLDINGS LTD.

CIK 0001351917

$7M133K0.03%Q1 2026 19

Concurrent Investment Advisors, LLC

CIK 0002001015

$6M126K0.07%Q1 2026 20

INSIGNEO ADVISORY SERVICES, LLC

CIK 0001964958

$6M125K0.46%Q1 2026

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