AI Holders Summary · Q1 2026

77 institutions reported ERC in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 32.2% 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

$26M2.9M0.52%Q1 2026 02

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$8M878K0.00%Q1 2026 03

ROYAL BANK OF CANADA

CIK 0001000275

$8M841K0.00%Q1 2026 04

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$6M657K0.05%Q1 2026 05

MORGAN STANLEY

CIK 0000895421

$5M578K0.00%Q1 2026 06

Invesco Ltd.

CIK 0000914208

$5M544K0.00%Q1 2026 07

1607 Capital Partners, LLC

CIK 0001436866

$5M526K0.34%Q1 2026 08

Shaker Financial Services, LLC

CIK 0001511794

$3M368K1.17%Q1 2026 09

AMERIPRISE FINANCIAL INC

CIK 0000820027

$2M247K0.00%Q1 2026 10

Advisors Asset Management, Inc.

CIK 0001297376

$2M238K0.04%Q1 2026 11

Rareview Capital LLC

CIK 0002044533

$2M183K1.02%Q1 2026 12

Byrne Asset Management LLC

CIK 0001911322

$1M159K0.79%Q2 2026 13

Sowell Financial Services LLC

CIK 0001633697

$1M157K0.05%Q1 2026 14

COHEN & STEERS, INC.

CIK 0001284812

$1M144K0.00%Q1 2026 15

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$1M131K0.00%Q1 2026 16

LPL Financial LLC

CIK 0001403438

$780K87K0.00%Q1 2026 17

INDEPENDENT FINANCIAL GROUP, LLC

CIK 0000275484

$702K78K0.02%Q1 2026 18

BANK OF AMERICA CORP /DE/

CIK 0000070858

$634K70K0.00%Q1 2026 19

BENJAMIN EDWARDS INC

CIK 0001451623

$597K66K0.01%Q1 2026 20

OSAIC HOLDINGS, INC.

CIK 0001677044

$596K66K0.00%Q1 2026

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