AI Holders Summary · Q1 2025

137 institutions reported SECT in Q1 2025. Orion Portfolio Solutions, LLC leads at 42.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Orion Portfolio Solutions, LLC

CIK 0001802647

$1.9B35.6M9.32%Q1 2025 02

Orion Porfolio Solutions, LLC

CIK 0001360533

$1.3B17.4M9.60%Q2 2026 03

OSAIC HOLDINGS, INC.

CIK 0001677044

$446M6.2M0.52%Q2 2026 04

LPL Financial LLC

CIK 0001403438

$410M5.7M0.09%Q2 2026 05

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$100M1.4M0.02%Q2 2026 06

POTOMAC FUND MANAGEMENT INC /ADV

CIK 0000826000

$61M845K1.53%Q2 2026 07

CreativeOne Wealth, LLC

CIK 0001739728

$47M648K1.01%Q2 2026 08

GeoWealth Management, LLC

CIK 0001593387

$44M613K1.39%Q2 2026 09

Copley Financial Group, Inc.

CIK 0002045258

$28M385K16.78%Q2 2026 10

Cetera Investment Advisers

CIK 0001666741

$25M346K0.02%Q2 2026 11

Main Management LLC

CIK 0001583092

$24M397K1.75%Q1 2026 12

Madrona Financial Services, LLC

CIK 0001578370

$19M261K3.47%Q2 2026 13

INTEGRITY ALLIANCE, LLC.

CIK 0001352260

$16M216K0.49%Q2 2026 14

Mutual Advisors, LLC

CIK 0001694080

$14M234K0.30%Q1 2026 15

Gibbs Wealth Management

CIK 0002081110

$13M212K1.68%Q1 2026 16

Encompass More Asset Management

CIK 0002011218

$13M176K1.85%Q2 2026 17

Silver Grove Financial Group, Inc.

CIK 0002111172

$12M163K6.35%Q2 2026 18

AMG Asset Management Group, Inc.

CIK 0002113282

$11M153K6.93%Q2 2026 19

Ausdal Financial Partners, Inc.

CIK 0001667146

$10M135K0.38%Q2 2026 20

AVANTAX ADVISORY SERVICES, INC.

CIK 0001303042

$9M155K0.05%Q2 2025

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