AI Holders Summary · Q1 2026

51 institutions reported BSL in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 18.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$7M558K0.15%Q1 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$7M528K0.00%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$4M341K0.00%Q1 2026 04

LEAVELL INVESTMENT MANAGEMENT, INC.

CIK 0000924181

$3M242K0.11%Q2 2026 05

UBS Group AG

CIK 0001610520

$2M164K0.00%Q1 2026 06

Advisors Asset Management, Inc.

CIK 0001297376

$2M139K0.03%Q1 2026 07

Clear Point Advisors Inc.

CIK 0002010474

$2M85K1.25%Q1 2026 08

Invesco Ltd.

CIK 0000914208

$2M120K0.00%Q1 2026 09

Integrated Wealth Concepts LLC

CIK 0001737109

$1M103K0.01%Q1 2026 10

LOOMIS SAYLES & CO L P

CIK 0000312348

$1M100K0.00%Q1 2026 11

TrueMark Investments, LLC

CIK 0001974457

$1M81K0.13%Q2 2026 12

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$1M78K0.05%Q1 2026 13

Steward Partners Investment Advisory, LLC

CIK 0001723397

$994K77K0.01%Q1 2026 14

LPL Financial LLC

CIK 0001403438

$974K75K0.00%Q1 2026 15

CSS LLC/IL

CIK 0001103646

$841K65K0.04%Q1 2026 16

Tranquility Partners, LLC

CIK 0001783773

$818K63K0.28%Q2 2026 17

Apollon Wealth Management, LLC

CIK 0001764387

$815K63K0.01%Q2 2026 18

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$705K54K0.00%Q1 2026 19

Hilltop Holdings Inc.

CIK 0001265131

$611K47K0.06%Q1 2026 20

Lido Advisors, LLC

CIK 0001650150

$593K46K0.00%Q1 2026

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