AI Holders Summary · Q1 2026

291 institutions reported FSCO in Q1 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 11.5% 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

$31M6.2M0.04%Q1 2026 02

Wagner Wealth Management, LLC

CIK 0001728657

$24M4.8M4.48%Q2 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

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$19M3.8M0.05%Q1 2026 06

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$19M3.7M6.38%Q1 2026 07

Arkadios Wealth Advisors

CIK 0001800798

$18M3.6M0.30%Q1 2026 08

AVANTAX ADVISORY SERVICES, INC.

CIK 0001303042

$12M1.7M0.07%Q2 2025 09

LPL Financial LLC

CIK 0001403438

$12M2.3M0.00%Q1 2026 10

Cetera Investment Advisers

CIK 0001666741

$12M2.3M0.01%Q1 2026 11

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$11M2.2M0.00%Q1 2026 12

EVERGREEN CAPITAL MANAGEMENT LLC

CIK 0001260824

$11M2.2M0.19%Q2 2026 13

Pathstone Holdings, LLC

CIK 0002011612

$10M2.0M0.04%Q1 2026 14

VISTA FINANCE, LLC

CIK 0001893809

$10M1.9M5.43%Q2 2026 15

Blackstone Inc.

CIK 0001393818

$8M1.7M0.03%Q1 2026 16

Rockefeller Capital Management L.P.

CIK 0001739439

$8M1.6M0.01%Q1 2026 17

MORGAN STANLEY

CIK 0000895421

$8M1.5M0.00%Q1 2026 18

Orion Portfolio Solutions, LLC

CIK 0001802647

$7M999K0.03%Q1 2025 19

Summit Financial, LLC

CIK 0001765536

$6M1.1M0.07%Q1 2026 20

Matisse Capital

CIK 0001668256

$6M1.1M2.47%Q1 2026

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