AI Holders Summary · Q2 2026

167 institutions reported BVS in Q2 2026. Essex Woodlands Management, Inc. leads at 26.4% 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

Essex Woodlands Management, Inc.

CIK 0001542339

$123M13.0M48.35%Q2 2026 02

Nantahala Capital Management, LLC

CIK 0001472322

$113M12.0M1.88%Q2 2026 03

Juniper Investment Company, LLC

CIK 0001794034

$52M6.9M17.75%Q4 2025 04

BlackRock, Inc.

CIK 0002012383

$32M3.4M0.00%Q2 2026 05

ROYCE & ASSOCIATES LP

CIK 0000906304

$17M1.8M0.14%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$17M1.8M0.00%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$13M1.4M0.00%Q2 2026 08

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$13M1.4M0.01%Q2 2026 09

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$11M1.1M0.00%Q2 2026 10

STATE STREET CORP

CIK 0000093751

$10M1.1M0.00%Q2 2026 11

Vanguard Portfolio Management

CIK 0002100121· Index

$10M1.0M0.00%Q2 2026 12

Hillsdale Investment Management Inc.

CIK 0001368465

$9M908K0.20%Q2 2026 13

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$7M748K0.00%Q2 2026 14

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$7M736K0.01%Q2 2026 15

OBERWEIS ASSET MANAGEMENT INC/

CIK 0000937886

$7M710K0.14%Q2 2026 16

Kent Lake PR LLC

CIK 0002037231

$7M1.0M3.38%Q3 2025 17

GOLDMAN SACHS GROUP INC

CIK 0000886982

$6M652K0.00%Q2 2026 18

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$4M467K0.08%Q2 2026 19

FMR LLC

CIK 0000315066

$4M453K0.00%Q2 2026 20

NORTHERN TRUST CORP

CIK 0000073124· Index

$4M444K0.00%Q2 2026

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