AI Holders Summary · Q3 2026

116 institutions reported BELFA in Q3 2026. MANGROVE PARTNERS IM, LLC leads at 10.7% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

MANGROVE PARTNERS IM, LLC

CIK 0001535392

$30M105K2.00%Q2 2026 02

BROWN ADVISORY INC

CIK 0001345929

$22M143K0.03%Q4 2025 03

BlackRock, Inc.

CIK 0002012383

$20M101K0.00%Q3 2026 04

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$15M75K0.02%Q3 2026 05

Cable Car Capital, LP

CIK 0001699575

$14M46K0.29%Q2 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$13M68K0.00%Q3 2026 07

FMR LLC

CIK 0000315066

$13M65K0.00%Q3 2026 08

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$13M64K0.00%Q3 2026 09

GABELLI FUNDS LLC

CIK 0001081407

$12M63K0.08%Q3 2026 10

MARSHALL WACE, LLP

CIK 0001318757

$12M62K0.01%Q3 2026 11

BANK OF AMERICA CORP /DE/

CIK 0000070858

$12M40K0.00%Q2 2026 12

GAMCO INVESTORS, INC. ET AL

CIK 0000807249

$10M53K0.10%Q3 2026 13

Vanguard Portfolio Management

CIK 0002100121· Index

$10M52K0.00%Q3 2026 14

Qube Research & Technologies Ltd

CIK 0001729829

$9M46K0.01%Q3 2026 15

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$9M45K0.00%Q3 2026 16

STATE STREET CORP

CIK 0000093751

$7M38K0.00%Q3 2026 17

Hound Partners, LLC

CIK 0001353316

$6M35K0.78%Q1 2026 18

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

CIK 0000867926

$5M25K1.78%Q3 2026 19

BRASADA CAPITAL MANAGEMENT, LP

CIK 0001643833

$5M17K0.87%Q2 2026 20

SANTA MONICA PARTNERS LP

CIK 0000904793

$5M23K2.77%Q3 2026

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