AI Holders Summary · Q1 2026

98 institutions reported QMAR in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 16.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$15M448K0.00%Q1 2026 02

Cetera Investment Advisers

CIK 0001666741

$11M338K0.01%Q1 2026 03

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$9M252K0.01%Q2 2026 04

LPL Financial LLC

CIK 0001403438

$7M208K0.00%Q1 2026 05

Onyx Bridge Wealth Group LLC

CIK 0001819476

$5M133K0.45%Q2 2026 06

Sequent Planning LLC

CIK 0002009724

$5M141K1.14%Q1 2026 07

TRUIST FINANCIAL CORP

CIK 0000092230

$5M127K0.01%Q2 2026 08

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$5M139K0.01%Q1 2026 09

ODonnell Financial Services, LLC

CIK 0001730962

$5M135K1.56%Q1 2026 10

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$4M127K0.00%Q1 2026 11

OSAIC HOLDINGS, INC.

CIK 0001677044

$3M101K0.01%Q1 2026 12

Sloy Dahl & Holst, LLC

CIK 0001690295

$3M80K0.37%Q1 2026 13

Kestra Advisory Services, LLC

CIK 0001830819

$3M72K0.01%Q2 2026 14

Rockefeller Capital Management L.P.

CIK 0001739439

$3M76K0.00%Q1 2026 15

SMART Wealth LLC

CIK 0002044723

$2M56K0.56%Q1 2026 16

Steward Partners Investment Advisory, LLC

CIK 0001723397

$2M51K0.01%Q1 2026 17

FWG Investments, LLC.

CIK 0001944877

$2M40K0.79%Q2 2026 18

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$1M44K0.02%Q1 2026 19

Clear Creek Financial Management, LLC

CIK 0001784235

$1M40K0.09%Q2 2026 20

1776 Wealth LLC

CIK 0001803140

$1M41K0.54%Q1 2026

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