FOUNDERS FINANCIAL SECURITIES LLC

CIK 0001342396 · Q1 2026

13F Equity AUM

$1.8B

+4.4% QoQ

Positions

530

-44 QoQ

AUM Rank

#1,928

Top 16%

Skill Alpha (FF)

-1.8%/yr^ns

No Clear Edge

Rank #4,865 · Top 59%

vs S&P -7.5%/yr (unadj.)

Quarters Tracked

~12 years

Portfolio Concentration

Top 5: 19.1%Top 10: 29.1%Top 20: 41.2%

SPYG6.2%

SPYV4.8%

VIG2.9%

DFAE2.8%

VEA2.5%

VO2.4%

IJR2.2%

XLK1.8%

NVDA1.8%

FBND1.7%

Others (520)70.9%

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

Sector Allocation

Financial Services81.6%

Technology6.2%

Other12.2%

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

Position Sizing

Positions: 530Median: 0.07%Avg: 0.19%

0–0.5%

489(44.8%)

0.5–1%

24(16.8%)

1–3%

15(27.6%)

3–5%

1(4.8%)

5%+

1(6.2%)

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

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Portfolio Overlap

Shared: 455Unique: 75vs 20 funds

6.2%Low

530

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

8.1%

BANK OF AMERICA CORP /DE/

8.9%

8.4%

11.2%

7.6%

VANGUARD CAPITAL MANAGEMENT LLC

5.1%

GEODE CAPITAL MANAGEMENT, LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

5.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New32Increased237Decreased236Exited76

New Positions

IVVM0.9%

+438K

CLSE0.3%

+192K

PSDM0.3%

+106K

UL0.2%

+55K

AZN0.2%

+16K

FDL0.1%

+36K

XSMO0.1%

+14K

FEMR0.1%

+26K

TMSL0.0%

+18K

WAT0.0%

+2K

Increased

LVHI0.4%

+175K(+2374%)

BIL1.3%

+93K(+59%)

XLU0.5%

+92K(+119%)

VIG2.9%

+87K(+63%)

XLB0.3%

+84K(+262%)

SPYG6.2%

+80K(+8%)

SPYV4.8%

+71K(+5%)

FBND1.7%

+61K(+10%)

JCPB1.3%

+55K(+12%)

ACII0.1%

+54K(+128%)

Decreased

XLF0.5%

-108,239(-40%)

BKLN0.1%

-87,170(-54%)

XLC0.5%

-59,723(-46%)

SCHD0.3%

-49,599(-21%)

PYLD1.0%

-48,604(-7%)

USMV0.8%

-31,283(-17%)

FSK0.0%

-29,253(-46%)

HOLA0.6%

-28,333(-13%)

JMST0.0%

-25,940(-84%)

EFAV0.3%

-21,737(-25%)

Exited

-30,995

-28,206

-54,541

-64,426

-32,277

-48,439

-9,968

-11,249

-1,383

-7,469

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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