AI Holders Summary · Q1 2026

31 institutions reported EEA in Q1 2026. 1607 Capital Partners, LLC leads at 35.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

1607 Capital Partners, LLC

CIK 0001436866

$14M1.4M1.01%Q1 2026 02

Allspring Global Investments Holdings, LLC

CIK 0001890906

$7M674K0.01%Q2 2026 03

Shaker Financial Services, LLC

CIK 0001511794

$6M501K1.72%Q2 2026 04

Uncommon Cents Investing LLC

CIK 0001729754

$3M311K0.74%Q2 2026 05

Atlas Wealth LLC

CIK 0001964106

$3M267K0.42%Q2 2026 06

Matisse Capital

CIK 0001668256

$2M188K0.83%Q2 2026 07

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$1M114K0.01%Q2 2026 08

MORGAN STANLEY

CIK 0000895421

$680K62K0.00%Q2 2026 09

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$493K45K0.06%Q2 2026 10

CSS LLC/IL

CIK 0001103646

$364K33K0.01%Q2 2026 11

GABELLI FUNDS LLC

CIK 0001081407

$354K32K0.00%Q2 2026 12

CITADEL ADVISORS LLC

CIK 0001423053

$251K24K0.00%Q4 2025 13

Ancora Advisors LLC

CIK 0001446114

$223K20K0.00%Q2 2026 14

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$171K16K0.00%Q2 2026 15

Calamos Advisors LLC

CIK 0001316507

$167K15K0.00%Q2 2026 16

Logan Stone Capital, LLC

CIK 0001535521

$149K14K0.04%Q4 2025 17

LPL Financial LLC

CIK 0001403438

$141K13K0.00%Q2 2026 18

XTX Topco Ltd

CIK 0001828301

$140K13K0.00%Q2 2026 19

SPIREPOINT PRIVATE CLIENT, LLC

CIK 0002022908

$121K11K0.01%Q2 2026 20

WELLS FARGO & COMPANY/MN

CIK 0000072971

$38K3K0.00%Q2 2026

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