AI Holders Summary · Q1 2026

72 institutions reported FINW in Q1 2026. ALLIANCEBERNSTEIN L.P. leads at 24.8% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(7 on this page)

#HolderValueShares% port.Quarter

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$14M800K0.00%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$8M521K0.00%Q2 2026 03

WASATCH ADVISORS LP

CIK 0000814133

$7M502K0.05%Q2 2026 04

US BANCORP \DE\

CIK 0000036104

$7M469K0.01%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$6M392K0.00%Q2 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$3M229K0.00%Q2 2026 07

Militia Capital Partners, LP

CIK 0001837496

$2M100K0.26%Q4 2025 08

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$2M119K0.00%Q2 2026 09

STATE STREET CORP

CIK 0000093751

$1M87K0.00%Q2 2026 10

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$1M76K0.02%Q2 2026 11

NORTHERN TRUST CORP

CIK 0000073124· Index

$1M75K0.00%Q2 2026 12

Vanguard Portfolio Management

CIK 0002100121· Index

$946K65K0.00%Q2 2026 13

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$927K64K0.00%Q2 2026 14

EMERALD MUTUAL FUND ADVISERS TRUST

CIK 0001352895

$788K54K0.03%Q2 2026 15

PMC FIG Opportunities LLC

CIK 0001899896

$725K50K1.16%Q2 2026 16

MORGAN STANLEY

CIK 0000895421

$590K41K0.00%Q2 2026 17

SMITH, MOORE & CO.

CIK 0000200724

$551K38K0.04%Q2 2026 18

Militia Capital Management LLC

CIK 0002130487

$516K36K0.02%Q2 2026 19

Tempus Wealth Planning, LLC

CIK 0001806428

$406K28K0.08%Q2 2026 20

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$405K28K0.00%Q2 2026

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