AI Holders Summary · Q2 2026

42 institutions reported SPDV in Q2 2026. OSAIC HOLDINGS, INC. leads at 27.3% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

OSAIC HOLDINGS, INC.

CIK 0001677044

$14M365K0.02%Q2 2026 02

LPL Financial LLC

CIK 0001403438

$8M204K0.00%Q2 2026 03

Cetera Investment Advisers

CIK 0001666741

$8M195K0.01%Q2 2026 04

Western Wealth Management, LLC

CIK 0001767902

$5M117K0.15%Q2 2026 05

Financial Advocates Investment Management

CIK 0001730293

$3M80K1.56%Q3 2025 06

Pine Valley Investments Ltd Liability Co

CIK 0001975417

$2M61K0.09%Q2 2026 07

Virginia Estate & Retirement Planning Advisors Inc.

CIK 0002115327

$2M75K2.75%Q2 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M49K0.00%Q2 2026 09

Ameritas Advisory Services, LLC

CIK 0001901275

$1M35K0.03%Q2 2026 10

Aviance Capital Partners, LLC

CIK 0001542383

$1M33K0.13%Q2 2026 11

STIFEL FINANCIAL CORP

CIK 0000720672

$1M29K0.00%Q2 2026 12

Tyler-Stone Wealth Management

CIK 0001912584

$736K23K0.12%Q2 2025 13

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$677K18K0.00%Q2 2026 14

Key Client Fiduciary Advisors, LLC

CIK 0001912612

$609K16K0.18%Q2 2026 15

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$503K13K0.00%Q2 2026 16

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$466K13K0.00%Q1 2026 17

HighTower Advisors, LLC

CIK 0001462245

$441K11K0.00%Q2 2026 18

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$431K11K0.00%Q2 2026 19

Strait & Sound Wealth Management LLC

CIK 0001966210

$398K10K0.14%Q2 2026 20

Laird Norton Wetherby Trust Company, LLC

CIK 0000723204

$387K10K0.01%Q2 2026

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