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OSAIC HOLDINGS, INC.

CIK
1677044
City
SCOTTSDALE
State / Country
AZ

Top Portfolio Positions

4,498 positions · $26,409,795,782 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in IQ

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Shares Held

Position Value (USD)

25 quarters on record
Report Date Value (USD) Shares
2026-03-31 $23,547 17,443
2025-12-31 $40,431 21,058
2025-09-30 $90,234 35,248
2025-06-30 $62,051 35,058
2025-03-31 $101,853 45,068
2024-12-31 $71,621 35,633
2024-09-30 $71,301 24,931
2024-06-30 $16,762 4,568
2024-03-31 $13,465 3,184
2023-12-31 $25,755 5,278
2023-09-30 $32,610 6,880
2023-06-30 $53,600 10,038
2023-03-31 $174,281 23,940
2022-12-31 $50,464 9,522
2022-09-30 $24,932 9,201
2022-06-30 $46,350 11,036
2022-03-31 $65,173 14,356
2021-12-31 $84,293 18,486
2021-09-30 $248,976 31,006
2021-06-30 $474,315 30,444
2021-03-31 $517,693 31,149
2020-12-31 $569,128 32,559
2020-09-30 $1,091,333 48,332
2020-06-30 $1,352,041 58,303
2020-03-31 $2,747,428 154,350