AI Holders Summary · Q1 2026

97 institutions reported COSO in Q1 2026. Fourthstone LLC leads at 16.8% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

Fourthstone LLC

CIK 0001767803

$27M1.1M4.59%Q1 2026 02

Patriot Financial Partners GP II, L.P.

CIK 0002061817

$19M691K4.74%Q2 2026 03

BlackRock, Inc.

CIK 0002012383

$16M584K0.00%Q2 2026 04

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$11M408K0.01%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$11M395K0.00%Q2 2026 06

Berkeley Capital Partners, LLC

CIK 0001667694

$10M356K1.97%Q2 2026 07

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$9M398K0.00%Q1 2026 08

North Reef Capital Management LP

CIK 0001867831

$8M321K0.27%Q1 2026 09

MENDON CAPITAL ADVISORS CORP

CIK 0001177043

$7M267K2.54%Q2 2026 10

Curi Capital, LLC

CIK 0001332905

$7M250K0.10%Q2 2026 11

RAFFLES ASSOCIATES LP

CIK 0001169581

$6M224K2.64%Q2 2026 12

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$5M196K0.00%Q2 2026 13

EJF Capital LLC

CIK 0001353254

$5M193K3.46%Q2 2026 14

STATE STREET CORP

CIK 0000093751

$5M188K0.00%Q2 2026 15

Qube Research & Technologies Ltd

CIK 0001729829

$3M127K0.00%Q2 2026 16

MORGAN STANLEY

CIK 0000895421

$3M109K0.00%Q2 2026 17

KLCM Advisors, Inc.

CIK 0001166620

$3M108K0.23%Q2 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$2M92K0.00%Q2 2026 19

Bleakley Financial Group, LLC

CIK 0001936953

$2M90K0.03%Q2 2026 20

CITADEL ADVISORS LLC

CIK 0001423053

$2M89K0.00%Q2 2026

Page 1 of 5

77 more holders available. Log in →