AI Holders Summary · Q1 2026

30 institutions reported PCM in Q1 2026. RIVERNORTH CAPITAL MANAGEMENT, LLC leads at 28.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$3M480K0.14%Q1 2026 02

LPL Financial LLC

CIK 0001403438

$2M348K0.00%Q2 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$1M261K0.01%Q2 2026 04

Sovran Advisors, LLC

CIK 0002051471

$390K70K0.03%Q2 2026 05

NewEdge Advisors, LLC

CIK 0001633516

$372K67K0.00%Q2 2026 06

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$362K63K0.00%Q1 2026 07

Concord Investment Counsel Inc.

CIK 0002022154

$358K64K0.10%Q2 2026 08

Arlington Capital Management, Inc.

CIK 0001606507

$346K62K0.22%Q2 2026 09

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

CIK 0001536186

$322K58K0.02%Q2 2026 10

Logan Stone Capital, LLC

CIK 0001535521

$230K37K0.06%Q4 2025 11

Kestra Advisory Services, LLC

CIK 0001830819

$200K36K0.00%Q2 2026 12

Physician Wealth Advisors, Inc.

CIK 0001795173

$168K27K0.02%Q4 2025 13

HORIZON KINETICS ASSET MANAGEMENT LLC

CIK 0001056823

$137K25K0.00%Q2 2026 14

MORGAN STANLEY

CIK 0000895421

$137K25K0.00%Q2 2026 15

OSAIC HOLDINGS, INC.

CIK 0001677044

$130K23K0.00%Q2 2026 16

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$107K19K0.00%Q2 2026 17

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$101K18K0.00%Q2 2026 18

SCOTIA CAPITAL INC.

CIK 0001335644

$82K15K0.00%Q2 2026 19

EVERETT HARRIS & CO /CA/

CIK 0001009254

$73K13K0.00%Q2 2026 20

Clear Street Group Inc.

CIK 0001881567

$70K13K0.00%Q2 2026

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