AI Holders Summary · Q1 2026

32 institutions reported TDI in Q1 2026. LPL Financial LLC leads at 38.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

LPL Financial LLC

CIK 0001403438

$28M682K0.01%Q1 2026 02

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$10M234K0.00%Q1 2026 03

STIFEL FINANCIAL CORP

CIK 0000720672

$7M173K0.01%Q1 2026 04

MOODY NATIONAL BANK TRUST DIVISION

CIK 0001092903

$4M86K0.32%Q2 2026 05

Steward Partners Investment Advisory, LLC

CIK 0001723397

$4M85K0.02%Q1 2026 06

RPS ADVISORY SOLUTIONS LLC

CIK 0002031671

$3M81K1.88%Q1 2026 07

Trilogy Capital Inc.

CIK 0001722512

$3M70K0.12%Q2 2026 08

Cornerstone Wealth Management, LLC

CIK 0001674117

$2M55K0.11%Q2 2026 09

Golden State Equity Partners

CIK 0001845003

$2M54K0.17%Q1 2026 10

Golden State Wealth Management, LLC

CIK 0001776033

$2M39K0.16%Q2 2026 11

Gladstone Institutional Advisory LLC

CIK 0001766530

$2M42K0.06%Q1 2026 12

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$1M28K0.00%Q1 2026 13

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M27K0.00%Q1 2026 14

Private Advisor Group, LLC

CIK 0001567755

$1M25K0.00%Q1 2026 15

FLOW TRADERS U.S. LLC

CIK 0001466697· Market maker

$970K24K0.03%Q1 2026 16

Independent Advisor Alliance

CIK 0001696899

$955K23K0.01%Q1 2026 17

Integrated Advisors Network LLC

CIK 0001660177

$468K11K0.02%Q1 2026 18

Atlas Wealth LLC

CIK 0001964106

$457K11K0.14%Q1 2026 19

Kestra Advisory Services, LLC

CIK 0001830819

$416K10K0.00%Q1 2026 20

Mutual Advisors, LLC

CIK 0001694080

$329K8K0.01%Q1 2026

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