AI Holders Summary · Q2 2026

88 institutions reported LEND in Q2 2026. OSAIC HOLDINGS, INC. leads at 33.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

OSAIC HOLDINGS, INC.

CIK 0001677044

$30M1.2M0.04%Q2 2026 02

SUMMIT WEALTH GROUP LLC / CO

CIK 0002081278

$10M412K0.86%Q2 2026 03

Mariner, LLC

CIK 0001373442

$7M285K0.01%Q2 2026 04

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$6M229K0.01%Q3 2026 05

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$5M214K0.00%Q2 2026 06

S&T BANK/PA

CIK 0001010911

$5M203K1.53%Q2 2026 07

Turning Point Benefit Group, Inc.

CIK 0002008513

$4M169K1.83%Q2 2026 08

LPL Financial LLC

CIK 0001403438

$3M104K0.00%Q2 2026 09

Merit Financial Group, LLC

CIK 0001621225

$3M101K0.02%Q2 2026 10

Advisory Services Network, LLC

CIK 0001573876

$2M77K0.02%Q2 2026 11

AMERIFLEX GROUP, INC.

CIK 0002057637

$2M72K0.74%Q2 2026 12

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M70K0.00%Q2 2026 13

PETRA FINANCIAL ADVISORS INC

CIK 0001971427

$2M69K0.81%Q2 2026 14

CORA CAPITAL ADVISORS LLC

CIK 0001964530

$2M63K0.44%Q2 2026 15

Retirement Investment Advisors, Inc.

CIK 0001957886

$1M60K0.11%Q2 2026 16

Global Retirement Partners, LLC

CIK 0001749744

$1M52K0.02%Q2 2026 17

UNITED CAPITAL FINANCIAL ADVISORS, LLC

CIK 0001463217

$1M50K0.01%Q2 2026 18

Perigon Wealth Management, LLC

CIK 0001575239

$1M49K0.02%Q2 2026 19

Beacon Pointe Advisors, LLC

CIK 0001744317

$1M48K0.01%Q2 2026 20

Stephenson & Company, Inc.

CIK 0002001544

$1M43K0.50%Q2 2026

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