Who Owns 0 (MBS)? -- Institutional Holders (2026-06-30)

43 institutions reported holding $123.7M of 0 (MBS) in SEC 13F filings for 2026-06-30. Largest institutional holders: OSAIC HOLDINGS, INC. ($45.8M), NewEdge Wealth, LLC ($18.8M), ALTFEST L J & CO INC ($10.6M), Goldstone Financial Group, LLC ($6.9M), UBS Group AG ($6.1M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1OSAIC HOLDINGS, INC.$45.8M5.3MTrimmed
2NewEdge Wealth, LLC$18.8M2.2MTrimmed
3ALTFEST L J & CO INC$10.6M1.2MTrimmed
4Goldstone Financial Group, LLC$6.9M797,939Added
5UBS Group AG$6.1M707,749Added
6NewEdge Advisors, LLC$5.0M583,348Trimmed
7MML INVESTORS SERVICES, LLC$4.2M485,219Added
8ENVESTNET ASSET MANAGEMENT INC$4.1M475,621Trimmed
9Angel Oak Capital Advisors, LLC$3.2M374,667Trimmed
10Embree Financial Group$2.1M245,916Added
11PATTEN & PATTEN INC/TN$2.1M241,577Trimmed
12GOLDMAN SACHS GROUP INC$1.5M178,705New
13LPL Financial LLC$1.5M172,028Trimmed
14J. Team Financial, Inc.$1.4M157,482Trimmed
15RFG Advisory, LLC$1.3M146,457Added
16Farther Finance Advisors, LLC$1.2M135,695New
17Vontobel Holding Ltd.$1.2M135,000Hold
18United Asset Strategies, Inc.$986,189114,274Added
19CITADEL ADVISORS LLC$917,982106,371New
20BENJAMIN EDWARDS INC$823,24895,399Added
21SHP Wealth Management$650,29475,353Added
22FLOW TRADERS U.S. LLC$535,00062,019Added
23BANK OF AMERICA CORP /DE/$489,32156,700Hold
24JANE STREET GROUP, LLC$365,63642,368New
25Requisite Capital Management, LLC$321,63237,098Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30