AI Holders Summary · Q3 2026

80 institutions reported GCOR in Q3 2026. LPL Financial LLC leads at 33.3% 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

LPL Financial LLC

CIK 0001403438

$281M7.2M0.06%Q3 2026 02

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$185M4.5M0.04%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$64M1.6M0.00%Q2 2026 04

PRINCIPAL SECURITIES, INC.

CIK 0000012600

$62M1.5M0.75%Q2 2026 05

Envestnet Portfolio Solutions, Inc.

CIK 0001998033

$46M1.1M0.22%Q2 2026 06

Betterment LLC

CIK 0001633901

$44M1.1M0.08%Q1 2026 07

Cetera Investment Advisers

CIK 0001666741

$38M933K0.04%Q2 2026 08

GOLDMAN SACHS GROUP INC

CIK 0000886982

$26M638K0.00%Q2 2026 09

Keebeck Wealth Management

CIK 0001803675

$20M474K1.91%Q2 2026 10

Sowell Financial Services LLC

CIK 0001633697

$18M466K0.59%Q3 2026 11

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$17M403K0.00%Q1 2026 12

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$7M166K0.01%Q2 2026 13

Bristlecone Advisors, LLC

CIK 0001671716

$7M157K0.55%Q3 2025 14

NewEdge Advisors, LLC

CIK 0001633516

$5M123K0.02%Q2 2026 15

Bank of New York Mellon Corp

CIK 0001390777

$5M128K0.00%Q3 2026 16

LifePlan Investment Advisors, Inc.

CIK 0002045484

$4M108K1.53%Q2 2026 17

ELEVATION POINT WEALTH PARTNERS, LLC

CIK 0001744349

$4M100K0.07%Q3 2026 18

CITADEL ADVISORS LLC

CIK 0001423053

$4M95K0.00%Q2 2026 19

Atria Wealth Solutions, Inc.

CIK 0001927543

$4M92K0.09%Q2 2025 20

CoreCap Advisors, LLC

CIK 0001902501

$4M95K0.11%Q3 2026

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