AI Holders Summary · Q3 2026

37 institutions reported FTPA in Q3 2026. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC leads at 27.9% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$5M675K0.01%Q3 2026 02

LPL Financial LLC

CIK 0001403438

$3M369K0.00%Q3 2026 03

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$1M173K0.00%Q1 2026 04

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$1M155K0.00%Q2 2026 05

Private Advisor Group, LLC

CIK 0001567755

$1M161K0.00%Q3 2026 06

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$981K121K0.00%Q3 2026 07

PNC FINANCIAL SERVICES GROUP, INC.

CIK 0000713676

$734K91K0.00%Q3 2026 08

Cetera Investment Advisers

CIK 0001666741

$627K72K0.00%Q2 2026 09

MORGAN STANLEY

CIK 0000895421

$564K64K0.00%Q2 2026 10

BOSTON FAMILY OFFICE LLC

CIK 0001039807

$562K66K0.04%Q1 2026 11

OLD MISSION CAPITAL LLC

CIK 0001455915

$536K61K0.01%Q2 2026 12

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$373K46K0.00%Q3 2026 13

KINGSWOOD WEALTH ADVISORS, LLC

CIK 0001987855

$363K45K0.01%Q3 2026 14

Elequin Capital, LP

CIK 0001810873

$358K41K0.01%Q2 2026 15

Janney Montgomery Scott LLC

CIK 0001329948

$326K38K0.00%Q1 2026 16

AMERIPRISE FINANCIAL INC

CIK 0000820027

$325K37K0.00%Q2 2026 17

Jacobi Capital Management LLC

CIK 0001689646

$313K39K0.01%Q3 2026 18

WELLS FARGO & COMPANY/MN

CIK 0000072971

$306K35K0.00%Q2 2026 19

CERTIOR FINANCIAL GROUP, LLC

CIK 0002055620

$286K35K0.15%Q3 2026 20

Stratos Wealth Partners, LTD.

CIK 0001612865

$232K27K0.00%Q2 2026

Page 1 of 2

17 more holders available. Log in →