OSAIC HOLDINGS, INC.

Q1 2026 13F-HR Detailed Holdings

Location
Scottsdale, AZ
Holdings as of
3/31/2026
Value ($000)
$68,313,979,689
Num holdings
14,671
Date filed
5/15/2026
Form type
13F-HR
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SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None Price Filed
5/15/2026
 Price As-Of
3/31/2026
 Price Now
6/24/2026

Other Managers

Num Name File Number
1 OSAIC WEALTH, INC. 028-24468
2 LADENBURG THALMANN ASSET MANAGEMENT 028-13809
4 OSAIC INSTITUTIONS, INC. 028-23275
7 Osaic Advisory Services, LLC 028-17514
6 CW Advisors, LLC 028-21594