AI Holders Summary · Q1 2026

71 institutions reported RCS in Q1 2026. Cambridge Investment Research Advisors, Inc. leads at 23.3% 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

Coppell Advisory Solutions LLC

CIK 0001848433

$7M3380.55%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$4M706K0.00%Q2 2026 04

BENJAMIN EDWARDS INC

CIK 0001451623

$2M445K0.02%Q2 2026 05

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M293K0.00%Q2 2026 06

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M235K0.00%Q2 2026 07

MILESTONE ASSET MANAGEMENT, LLC

CIK 0001964722

$1M192K0.16%Q2 2026 08

LPL Financial LLC

CIK 0001403438

$928K170K0.00%Q2 2026 09

Janney Montgomery Scott LLC

CIK 0001329948

$537K100K0.00%Q1 2026 10

SILVER OAK SECURITIES, INCORPORATED

CIK 0001080576

$488K90K0.03%Q2 2026 11

Bravias Capital Group, LLC

CIK 0002054328

$427K78K0.25%Q2 2026 12

Medallion Wealth Advisors, LLC

CIK 0002131139

$391K72K0.12%Q2 2026 13

Kestra Advisory Services, LLC

CIK 0001830819

$388K71K0.00%Q2 2026 14

Keystone Financial Group

CIK 0001729299

$364K67K0.02%Q2 2026 15

NewEdge Advisors, LLC

CIK 0001633516

$356K65K0.00%Q2 2026 16

Equitable Holdings, Inc.

CIK 0001333986

$344K63K0.00%Q2 2026 17

BANK OF AMERICA CORP /DE/

CIK 0000070858

$332K61K0.00%Q2 2026 18

Cetera Investment Advisers

CIK 0001666741

$325K60K0.00%Q2 2026 19

MERCER GLOBAL ADVISORS INC /ADV

CIK 0000853758

$316K58K0.00%Q2 2026 20

Mariner, LLC

CIK 0001373442

$283K52K0.00%Q2 2026

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