AI Holders Summary · Q1 2026

31 institutions reported AFBI in Q1 2026. ALLIANCEBERNSTEIN L.P. leads at 30.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$12M599K0.00%Q1 2026 02

GARDNER LEWIS ASSET MANAGEMENT L P

CIK 0000941560

$7M300K1.51%Q2 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$3M149K0.00%Q2 2026 04

Yakira Capital Management, Inc.

CIK 0001584639

$2M102K0.66%Q2 2026 05

PRELUDE CAPITAL MANAGEMENT, LLC

CIK 0001387508

$2M93K0.15%Q2 2026 06

RAFFLES ASSOCIATES LP

CIK 0001169581

$2M82K0.82%Q2 2026 07

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$2M75K0.00%Q2 2026 08

LMR Partners LLP

CIK 0001578621

$2M72K0.01%Q2 2026 09

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$1M60K0.00%Q2 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$1M51K0.00%Q2 2026 11

FLYWHEEL PRIVATE WEALTH LLC

CIK 0002029680

$927K41K0.46%Q2 2026 12

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$686K30K0.00%Q2 2026 13

GABELLI FUNDS LLC

CIK 0001081407

$649K29K0.00%Q2 2026 14

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$632K28K0.00%Q2 2026 15

GABELLI & Co INVESTMENT ADVISERS, INC.

CIK 0000932724

$632K28K0.09%Q2 2026 16

BlackRock, Inc.

CIK 0002012383

$598K26K0.00%Q2 2026 17

STATE STREET CORP

CIK 0000093751

$518K23K0.00%Q2 2026 18

PenderFund Capital Management Ltd.

CIK 0001706164

$485K21K0.06%Q2 2026 19

WELLS FARGO & COMPANY/MN

CIK 0000072971

$479K21K0.00%Q2 2026 20

COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS

CIK 0001083190

$296K13K0.00%Q2 2026

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