AI Holders Summary · Q3 2026

102 institutions reported QMAR in Q3 2026. Cetera Investment Advisers leads at 9.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Cetera Investment Advisers

CIK 0001666741

$13M339K0.01%Q3 2026 02

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$8M215K0.01%Q3 2026 03

LPL Financial LLC

CIK 0001403438

$8M202K0.00%Q3 2026 04

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$8M201K0.00%Q3 2026 05

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$5M138K0.01%Q3 2026 06

Onyx Bridge Wealth Group LLC

CIK 0001819476

$5M135K0.45%Q3 2026 07

Kestra Advisory Services, LLC

CIK 0001830819

$5M131K0.01%Q3 2026 08

Sequent Planning LLC

CIK 0002009724

$5M131K1.04%Q2 2026 09

TRUIST FINANCIAL CORP

CIK 0000092230

$5M122K0.01%Q3 2026 10

ODonnell Financial Services, LLC

CIK 0001730962

$5M121K1.32%Q3 2026 11

OSAIC HOLDINGS, INC.

CIK 0001677044

$4M110K0.01%Q3 2026 12

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$4M100K0.00%Q2 2026 13

SMART Wealth LLC

CIK 0002044723

$4M94K0.73%Q3 2026 14

Sloy Dahl & Holst, LLC

CIK 0001690295

$3M78K0.43%Q3 2026 15

Rockefeller Capital Management L.P.

CIK 0001739439

$3M75K0.00%Q3 2026 16

SILVER OAK SECURITIES, INCORPORATED

CIK 0001080576

$2M59K0.16%Q3 2026 17

Steward Partners Investment Advisory, LLC

CIK 0001723397

$2M52K0.01%Q3 2026 18

Faithward Advisors, LLC

CIK 0001695078

$2M50K0.23%Q2 2026 19

Clear Creek Financial Management, LLC

CIK 0001784235

$2M41K0.12%Q3 2026 20

Keystone Wealth Services, LLC

CIK 0001866189

$2M40K0.28%Q3 2026

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