AI Holders Summary · Q1 2026

165 institutions reported BOW in Q1 2026. Gallatin Point Capital LLC leads at 34.6% 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

Gallatin Point Capital LLC

CIK 0001708030

$201M9.0M84.49%Q1 2026 02

American Family Investments, Inc.

CIK 0002029723

$105M4.7M2.77%Q1 2026 03

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$44M2.0M0.02%Q1 2026 04

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$35M1.5M0.02%Q1 2026 05

Polar Capital Holdings Plc

CIK 0001837309

$34M1.5M0.12%Q1 2026 06

BlackRock, Inc.

CIK 0002012383

$32M1.4M0.00%Q1 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$19M828K0.00%Q1 2026 08

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$12M519K0.01%Q1 2026 09

WASATCH ADVISORS LP

CIK 0000814133

$10M348K0.07%Q2 2026 10

Gillson Capital LP

CIK 0001698055

$10M436K0.80%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$9M421K0.00%Q1 2026 12

Qube Research & Technologies Ltd

CIK 0001729829

$9M416K0.01%Q1 2026 13

MORGAN STANLEY

CIK 0000895421

$9M414K0.00%Q1 2026 14

STATE STREET CORP

CIK 0000093751

$9M397K0.00%Q1 2026 15

DAVENPORT & Co LLC

CIK 0000887777

$9M295K0.04%Q2 2026 16

Vanguard Portfolio Management

CIK 0002100121· Index

$9M385K0.00%Q1 2026 17

SCHRODER INVESTMENT MANAGEMENT GROUP

CIK 0001086619

$8M352K0.01%Q1 2026 18

TWO SIGMA ADVISERS, LP

CIK 0001478735

$7M238K0.01%Q4 2025 19

Zimmer Partners, LP

CIK 0001565854

$6M215K0.16%Q4 2025 20

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$6M257K0.00%Q1 2026

Page 1 of 9

145 more holders available. Log in →