AI Holders Summary · Q2 2026

43 institutions reported TDI in Q2 2026. LPL Financial LLC leads at 25.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

LPL Financial LLC

CIK 0001403438

$64M1.4M0.01%Q2 2026 02

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$47M1.1M0.01%Q2 2026 03

Tulsa Wealth Advisors, INC

CIK 0002114442

$26M573K3.62%Q2 2026 04

Private Advisor Group, LLC

CIK 0001567755

$22M485K0.10%Q2 2026 05

MML INVESTORS SERVICES, LLC

CIK 0000701059

$12M269K0.02%Q2 2026 06

STIFEL FINANCIAL CORP

CIK 0000720672

$11M245K0.01%Q2 2026 07

Stratos Wealth Partners, LTD.

CIK 0001612865

$10M223K0.10%Q2 2026 08

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$7M156K0.00%Q2 2026 09

Intentional Wealth Strategies, LLC

CIK 0002119881

$7M154K6.47%Q2 2026 10

Rockefeller Capital Management L.P.

CIK 0001739439

$7M153K0.01%Q2 2026 11

Steward Partners Investment Advisory, LLC

CIK 0001723397

$7M152K0.03%Q2 2026 12

Tidemark, LLC

CIK 0002009591

$6M137K1.38%Q2 2026 13

CITADEL ADVISORS LLC

CIK 0001423053

$5M115K0.00%Q2 2026 14

MOODY NATIONAL BANK TRUST DIVISION

CIK 0001092903

$4M86K0.32%Q2 2026 15

RPS ADVISORY SOLUTIONS LLC

CIK 0002031671

$4M82K2.43%Q2 2026 16

Trilogy Capital Inc.

CIK 0001722512

$3M70K0.12%Q2 2026 17

Cornerstone Wealth Management, LLC

CIK 0001674117

$2M55K0.11%Q2 2026 18

NewEdge Advisors, LLC

CIK 0001633516

$2M50K0.01%Q2 2026 19

Golden State Equity Partners

CIK 0001845003

$2M54K0.17%Q1 2026 20

Gladstone Institutional Advisory LLC

CIK 0001766530

$2M50K0.07%Q2 2026

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