AI Holders Summary · Q2 2026

104 institutions reported GUT in Q2 2026. COMMONWEALTH EQUITY SERVICES, LLC leads at 21.4% 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

$8M1.3M0.01%Q2 2026 02

LPL Financial LLC

CIK 0001403438

$6M948K0.00%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$6M928K0.00%Q1 2026 04

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$4M596K0.01%Q1 2026 05

OSAIC HOLDINGS, INC.

CIK 0001677044

$3M480K0.00%Q1 2026 06

GAMCO INVESTORS, INC. ET AL

CIK 0000807249

$2M331K0.02%Q1 2026 07

Plus Group Wealth Advisors LLC

CIK 0002109515

$1M188K1.16%Q2 2026 08

CoreCap Advisors, LLC

CIK 0001902501

$1M163K0.03%Q2 2026 09

Cetera Investment Advisers

CIK 0001666741

$1M177K0.00%Q1 2026 10

Janney Montgomery Scott LLC

CIK 0001329948

$838K138K0.00%Q1 2026 11

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$787K130K0.00%Q1 2026 12

Balboa Wealth Partners

CIK 0001929008

$728K110K0.10%Q2 2026 13

J.W. COLE ADVISORS, INC.

CIK 0001404763

$665K101K0.01%Q2 2026 14

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$662K100K0.00%Q2 2026 15

WEDBUSH SECURITIES INC

CIK 0001142495

$569K94K0.02%Q1 2026 16

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CIK 0001818604

$564K86K0.03%Q2 2026 17

ROYAL BANK OF CANADA

CIK 0001000275

$485K80K0.00%Q1 2026 18

Kestra Advisory Services, LLC

CIK 0001830819

$483K73K0.00%Q2 2026 19

MAS Advisors LLC

CIK 0001906683

$452K75K0.72%Q3 2025 20

Kovack Advisors, Inc.

CIK 0001728321

$422K64K0.02%Q2 2026

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