AI Holders Summary · Q1 2026

81 institutions reported DBL in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 34.4% 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

$45M3.1M0.92%Q1 2026 02

Avior Wealth Management, LLC

CIK 0001599868

$9M596K0.23%Q2 2026 03

UBS Group AG

CIK 0001610520

$8M569K0.00%Q1 2026 04

MORGAN STANLEY

CIK 0000895421

$8M563K0.00%Q1 2026 05

EVERGREEN CAPITAL MANAGEMENT LLC

CIK 0001260824

$8M561K0.14%Q2 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$5M376K0.00%Q1 2026 07

Twelve Points Wealth Management LLC

CIK 0001877090

$5M364K1.17%Q1 2026 08

AMERIPRISE FINANCIAL INC

CIK 0000820027

$5M312K0.00%Q1 2026 09

Stratos Wealth Advisors, LLC

CIK 0001707202

$4M289K0.26%Q1 2026 10

Intellectus Partners, LLC

CIK 0001677253

$4M282K0.84%Q1 2026 11

WELLS FARGO & COMPANY/MN

CIK 0000072971

$4M275K0.00%Q1 2026 12

Catawba River Capital

CIK 0001843303

$4M259K1.67%Q2 2026 13

LPL Financial LLC

CIK 0001403438

$3M231K0.00%Q1 2026 14

Shaker Financial Services, LLC

CIK 0001511794

$3M211K0.95%Q2 2026 15

Janney Montgomery Scott LLC

CIK 0001329948

$3M206K0.01%Q1 2026 16

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$3M187K0.02%Q1 2026 17

STIFEL FINANCIAL CORP

CIK 0000720672

$3M175K0.00%Q1 2026 18

Journey Advisory Group, LLC

CIK 0001840085

$3M173K0.22%Q1 2026 19

Invesco Ltd.

CIK 0000914208

$2M158K0.00%Q1 2026 20

Gridiron Partners, LLC

CIK 0001910867

$2M155K1.38%Q1 2026

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