AI Holders Summary · Q4 2025

32 institutions reported ALOT in Q4 2025. Juniper Investment Company, LLC leads at 14.9% 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

Juniper Investment Company, LLC

CIK 0001794034

$5M535K1.59%Q4 2025 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$4M435K0.00%Q1 2026 03

Mink Brook Asset Management LLC

CIK 0002052205

$4M381K1.95%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$3M325K0.00%Q1 2026 05

Chicago Capital Management, LLC

CIK 0001580162

$3M131K2.54%Q2 2026 06

Transmarket Holdings LP

CIK 0002134828

$2M65K1.36%Q2 2026 07

GRACE & WHITE INC /NY

CIK 0000903064

$2M54K0.24%Q2 2026 08

ROYCE & ASSOCIATES LP

CIK 0000906304

$1M143K0.01%Q1 2026 09

Peapod Lane Capital LLC

CIK 0002050979

$1M131K0.99%Q1 2026 10

CREDIT INDUSTRIEL ET COMMERCIAL

CIK 0001274419

$1M40K0.07%Q2 2026 11

DIAMOND HILL CAPITAL MANAGEMENT INC

CIK 0001217541

$1M120K0.01%Q1 2026 12

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$1M114K0.00%Q1 2026 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$759K83K0.00%Q1 2026 14

BlackRock, Inc.

CIK 0002012383

$699K76K0.00%Q1 2026 15

Marquette Asset Management, LLC

CIK 0001395067

$542K19K0.07%Q2 2026 16

NORTHERN TRUST CORP

CIK 0000073124· Index

$527K57K0.00%Q1 2026 17

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$434K47K0.00%Q1 2026 18

MML INVESTORS SERVICES, LLC

CIK 0000701059

$360K39K0.00%Q1 2026 19

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$325K35K0.01%Q1 2026 20

Neuberger Berman Group LLC

CIK 0001465109

$304K33K0.00%Q1 2026

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