AI Holders Summary · Q2 2026

281 institutions reported FSCO in Q2 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 11.4% 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

$31M6.1M0.04%Q2 2026 02

Wagner Wealth Management, LLC

CIK 0001728657

$26M5.0M4.47%Q3 2026 03

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$20M4.0M1.02%Q1 2026 04

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$20M3.9M0.40%Q1 2026 05

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$20M3.9M6.01%Q2 2026 06

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$19M3.8M0.05%Q1 2026 07

MORGAN STANLEY

CIK 0000895421

$15M2.9M0.00%Q2 2026 08

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$12M2.5M0.00%Q2 2026 09

AVANTAX ADVISORY SERVICES, INC.

CIK 0001303042

$12M1.7M0.07%Q2 2025 10

LPL Financial LLC

CIK 0001403438

$11M2.3M0.00%Q2 2026 11

EVERGREEN CAPITAL MANAGEMENT LLC

CIK 0001260824

$11M2.2M0.20%Q3 2026 12

Cetera Investment Advisers

CIK 0001666741

$11M2.1M0.01%Q2 2026 13

Pathstone Holdings, LLC

CIK 0002011612

$11M2.1M0.03%Q2 2026 14

Rockefeller Capital Management L.P.

CIK 0001739439

$10M1.9M0.01%Q2 2026 15

VISTA FINANCE, LLC

CIK 0001893809

$9M1.7M4.67%Q3 2026 16

Blackstone Inc.

CIK 0001393818

$8M1.7M0.02%Q2 2026 17

Matisse Capital

CIK 0001668256

$6M1.2M2.49%Q2 2026 18

Summit Financial, LLC

CIK 0001765536

$6M1.2M0.06%Q2 2026 19

INDEPENDENT FINANCIAL GROUP, LLC

CIK 0000275484

$6M1.1M0.10%Q3 2026 20

OSAIC HOLDINGS, INC.

CIK 0001677044

$6M1.1M0.01%Q2 2026

Page 1 of 15

261 more holders available. Log in →