DOSSIER · 13F Holders · Q2 2026

GENERATION ESSENTIALS GROUP

7 institutions still hold GENERATION ESSENTIALS GROUP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP G38268101·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$54K
visible holders
Holders
7
filers reporting
Concentration
47.91%
OSAIC HOLDINGS, INC. #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported GENERATION ESSENTIALS GROUP in Q2 2026. OSAIC HOLDINGS, INC. leads at 47.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
OSAIC HOLDINGS, INC.
CIK 0001677044
$26K25K0.00%Q2 2026
02
T3 Companies, LLC
CIK 0002052441
$15K15K0.02%Q2 2026
03
XTX Topco Ltd
CIK 0001828301
$11K11K0.00%Q2 2026
04
UBS Group AG
CIK 0001610520
$2K1K0.00%Q2 2026
05
MORGAN STANLEY
CIK 0000895421
$2042000.00%Q2 2026
06
Caitong International Asset Management Co., Ltd
CIK 0001963355
$110.00%Q2 2026
07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025