FOUNDERS FINANCIAL SECURITIES LLC

CIK 0001342396 · Q2 2026

13F Equity AUM

$2.0B

+10.1% QoQ

Positions

555

+25 QoQ

AUM Rank

#2,361

Top 19%

Skill Alpha (FF)

-1.6%/yr^ns

No Clear Edge

Rank #5,251 · Top 63%

vs S&P -4.9%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 19.7%Top 10: 30.5%Top 20: 42.5%

SPYG6.5%

SPYV4.8%

DFAE2.8%

VO2.8%

VIG2.8%

VEA2.5%

XLK2.3%

IJR2.3%

NVDA2.0%

FBND1.7%

Others (545)69.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services82.5%

Technology6.7%

Other10.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 555Median: 0.06%Avg: 0.18%

0–0.5%

517(45.6%)

0.5–1%

21(14.6%)

1–3%

15(28.5%)

3–5%

1(4.8%)

5%+

1(6.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 555vs 20 funds

0%Low

555

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New50Increased290Decreased186Exited26

New Positions

DYNF0.4%

+124K

EWY0.3%

+27K

XBI0.3%

+33K

DJUN0.2%

+78K

GSG0.2%

+115K

XTL0.2%

+14K

AAXJ0.1%

+19K

GJUL0.1%

+50K

GAUG0.1%

+45K

ILF0.1%

+54K

Increased

VO2.8%

+540K(+377%)

VUG1.2%

+236K(+860%)

BZFDW0.0%

+130K(+46%)

FBND1.7%

+89K(+14%)

JCPB1.4%

+84K(+17%)

SPYV4.8%

+75K(+5%)

HLN0.1%

+72K(+36%)

PYLD1.0%

+56K(+8%)

XLY0.8%

+54K(+75%)

TOPT0.2%

+46K(+74%)

Decreased

XLU0.0%

-163,544(-97%)

GMAR0.1%

-87,679(-69%)

BIL0.8%

-81,941(-33%)

DGRO0.0%

-64,717(-96%)

XLP0.2%

-60,610(-52%)

DJUL0.2%

-60,218(-44%)

SPEM0.2%

-53,212(-38%)

XLV0.4%

-46,633(-49%)

XLB0.2%

-46,007(-39%)

SGOV0.4%

-35,978(-30%)

Exited

-45,119

-138,096

-25,759

-6,504

-6,462

-7,174

-3,262

-2,019

-1,566

-1,453

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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