AI Holders Summary · Q1 2026

22 institutions reported TDSC in Q1 2026. FOUNDATIONS INVESTMENT ADVISORS, LLC leads at 77.2% 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

FOUNDATIONS INVESTMENT ADVISORS, LLC

CIK 0001743404

$65M2.5M0.81%Q1 2026 02

Corient Private Wealth LLC

CIK 0001948780

$12M465K0.02%Q1 2026 03

GeoWealth Management, LLC

CIK 0001593387

$2M64K0.06%Q1 2026 04

Signal Advisors Wealth, LLC

CIK 0002010926

$2M62K0.11%Q1 2026 05

Aegis Wealth Management, Inc.

CIK 0002096565

$849K31K0.55%Q2 2026 06

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$731K28K0.00%Q1 2026 07

GTS SECURITIES LLC

CIK 0001452765· Market maker

$675K26K0.02%Q1 2026 08

AE Wealth Management LLC

CIK 0001697723

$548K21K0.00%Q1 2026 09

Triad Wealth Partners, LLC

CIK 0002012717

$418K16K0.03%Q1 2026 10

Mutual Advisors, LLC

CIK 0001694080

$327K13K0.01%Q1 2026 11

Continuum Advisory, LLC

CIK 0001846532

$257K10K0.02%Q1 2026 12

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$24K9360.00%Q1 2026 13

Geneos Wealth Management Inc.

CIK 0001764754

$20K7820.00%Q1 2026 14

UBS Group AG

CIK 0001610520

$10K3830.00%Q1 2026 15

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$7K2670.00%Q1 2026 16

Advisory Services Network, LLC

CIK 0001573876

$5K2000.00%Q1 2026 17

ASSETMARK, INC

CIK 0001344551

$3K1080.00%Q4 2025 18

Innovative Asset Advisors Group, LLC

Beacon Capital Management, Inc.

CIK 0001575301

$300.00%Q1 2026

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