AI Holders Summary · Q3 2026

331 institutions reported FRDM in Q3 2026. Retirement Planning Group, LLC leads at 13.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Retirement Planning Group, LLC

CIK 0001508195

$188M2.7M4.68%Q3 2026 02

WELLS FARGO & COMPANY/MN

CIK 0000072971

$174M2.4M0.03%Q2 2026 03

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$151M2.1M0.08%Q2 2026 04

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

CIK 0001127612

$114M1.6M8.43%Q2 2026 05

LPL Financial LLC

CIK 0001403438

$79M1.1M0.02%Q2 2026 06

Ellevest, Inc.

CIK 0001644128

$73M1.0M8.62%Q2 2026 07

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$59M808K0.02%Q2 2026 08

Tanglewood Wealth Management, Inc.

CIK 0001454308

$58M796K4.93%Q2 2026 09

Willis Johnson & Associates, Inc.

CIK 0001853239

$57M787K3.20%Q2 2026 10

MORGAN STANLEY

CIK 0000895421

$54M738K0.00%Q2 2026 11

Aptus Capital Advisors, LLC

CIK 0001664193

$48M664K0.33%Q2 2026 12

GUARDIAN WEALTH ADVISORS, LLC / NC

CIK 0001901403

$45M610K2.50%Q2 2026 13

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$43M586K0.01%Q2 2026 14

Coyle Financial Counsel LLC

CIK 0001593038

$42M577K7.67%Q2 2026 15

Heck Capital Advisors, LLC

CIK 0002046227

$40M572K2.20%Q3 2026 16

HighTower Advisors, LLC

CIK 0001462245

$38M520K0.04%Q2 2026 17

Kestra Advisory Services, LLC

CIK 0001830819

$35M477K0.11%Q2 2026 18

Kathmere Capital Management, LLC

CIK 0001794543

$34M483K1.64%Q3 2026 19

Legacy Financial Advisors, Inc.

CIK 0001730810

$29M394K3.51%Q2 2026 20

Integrated Wealth Concepts LLC

CIK 0001737109

$25M344K0.16%Q2 2026

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