AI Holders Summary · Q1 2026

30 institutions reported PCM in Q1 2026. RIVERNORTH CAPITAL MANAGEMENT, LLC leads at 27.8% 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

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$3M480K0.14%Q1 2026 02

LPL Financial LLC

CIK 0001403438

$2M310K0.00%Q1 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$2M275K0.01%Q1 2026 04

NewEdge Advisors, LLC

CIK 0001633516

$449K79K0.00%Q1 2026 05

Sovran Advisors, LLC

CIK 0002051471

$407K71K0.03%Q1 2026 06

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

CIK 0001536186

$400K70K0.03%Q1 2026 07

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$362K63K0.00%Q1 2026 08

Arlington Capital Management, Inc.

CIK 0001606507

$328K57K0.19%Q1 2026 09

Concord Investment Counsel Inc.

CIK 0002022154

$324K57K0.11%Q1 2026 10

Logan Stone Capital, LLC

CIK 0001535521

$230K37K0.06%Q4 2025 11

Kestra Advisory Services, LLC

CIK 0001830819

$205K36K0.00%Q1 2026 12

Physician Wealth Advisors, Inc.

CIK 0001795173

$168K27K0.02%Q4 2025 13

OSAIC HOLDINGS, INC.

CIK 0001677044

$141K25K0.00%Q1 2026 14

HORIZON KINETICS ASSET MANAGEMENT LLC

CIK 0001056823

$140K25K0.00%Q1 2026 15

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$129K23K0.00%Q1 2026 16

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$109K19K0.00%Q1 2026 17

MORGAN STANLEY

CIK 0000895421

$106K19K0.00%Q1 2026 18

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$100K18K0.00%Q1 2026 19

Integrity Advisory Solutions, LLC

CIK 0002057931

$91K16K0.01%Q1 2026 20

SCOTIA CAPITAL INC.

CIK 0001335644

$84K15K0.00%Q1 2026

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