AI Holders Summary · Q1 2026

31 institutions reported CREX in Q1 2026. Mink Brook Asset Management LLC leads at 30.3% 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

Mink Brook Asset Management LLC

CIK 0002052205

$3M763K1.47%Q1 2026 02

Cerity Partners LLC

CIK 0001566475

$1M332K0.00%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$879K256K0.00%Q1 2026 04

PERRITT CAPITAL MANAGEMENT INC

CIK 0001279342

$587K225K0.98%Q4 2025 05

North Star Investment Management Corp.

CIK 0001342857

$550K160K0.03%Q1 2026 06

Prospera Financial Services Inc

CIK 0001541625

$458K133K0.01%Q1 2026 07

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$380K110K0.00%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$294K85K0.00%Q1 2026 09

Advisory Services Network, LLC

CIK 0001573876

$275K80K0.00%Q1 2026 10

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$236K69K0.00%Q1 2026 11

Rothschild Wealth LLC

CIK 0001811345

$223K65K0.02%Q1 2026 12

Sargent Investment Group, LLC

CIK 0001766157

$194K56K0.03%Q1 2026 13

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$189K55K0.00%Q1 2026 14

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$168K49K0.00%Q1 2026 15

GOLDMAN SACHS GROUP INC

CIK 0000886982

$162K47K0.00%Q1 2026 16

Worth Venture Partners, LLC

CIK 0001696778

$98K29K0.31%Q1 2026 17

NORTHERN TRUST CORP

CIK 0000073124· Index

$52K15K0.00%Q1 2026 18

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$52K15K0.00%Q1 2026 19

XTX Topco Ltd

CIK 0001828301

$51K15K0.00%Q1 2026 20

MORGAN STANLEY

CIK 0000895421

$41K12K0.00%Q1 2026

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