AI Holders Summary · Q1 2026

67 institutions reported RCS in Q1 2026. Cambridge Investment Research Advisors, Inc. leads at 29.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$7M1.3M0.02%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$4M699K0.00%Q1 2026 03

BENJAMIN EDWARDS INC

CIK 0001451623

$2M450K0.02%Q1 2026 04

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M290K0.00%Q1 2026 05

LPL Financial LLC

CIK 0001403438

$2M283K0.00%Q1 2026 06

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M230K0.00%Q1 2026 07

MILESTONE ASSET MANAGEMENT, LLC

CIK 0001964722

$789K147K0.15%Q1 2026 08

Medallion Wealth Advisors, LLC

CIK 0002131139

$597K111K0.19%Q1 2026 09

Janney Montgomery Scott LLC

CIK 0001329948

$537K100K0.00%Q1 2026 10

SILVER OAK SECURITIES, INCORPORATED

CIK 0001080576

$533K99K0.04%Q1 2026 11

Bravias Capital Group, LLC

CIK 0002054328

$412K77K0.27%Q1 2026 12

Kestra Advisory Services, LLC

CIK 0001830819

$392K73K0.00%Q1 2026 13

MERCER GLOBAL ADVISORS INC /ADV

CIK 0000853758

$384K72K0.00%Q1 2026 14

NewEdge Advisors, LLC

CIK 0001633516

$377K70K0.00%Q1 2026 15

Keystone Financial Group

CIK 0001729299

$335K62K0.02%Q1 2026 16

Cetera Investment Advisers

CIK 0001666741

$288K54K0.00%Q1 2026 17

Mariner, LLC

CIK 0001373442

$278K52K0.00%Q1 2026 18

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$266K50K0.00%Q1 2026 19

Equitable Holdings, Inc.

CIK 0001333986

$258K46K0.00%Q1 2026 20

BANK OF AMERICA CORP /DE/

CIK 0000070858

$221K41K0.00%Q1 2026

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