AI Holders Summary · Q2 2026

33 institutions reported FSI in Q2 2026. RENAISSANCE TECHNOLOGIES LLC leads at 26.2% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$2M330K0.00%Q2 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$2M282K0.00%Q2 2026 03

PERRITT CAPITAL MANAGEMENT INC

CIK 0001279342

$728K108K1.22%Q4 2025 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$640K96K0.00%Q2 2026 05

North Star Investment Management Corp.

CIK 0001342857

$599K90K0.03%Q2 2026 06

Beartown Capital Management, LLC

CIK 0001877162

$498K75K0.22%Q2 2026 07

Regal Investment Advisors LLC

CIK 0001559789

$288K43K0.01%Q2 2026 08

CITADEL ADVISORS LLC

CIK 0001423053

$276K42K0.00%Q2 2026 09

Rothschild Wealth LLC

CIK 0001811345

$202K30K0.02%Q2 2026 10

ESSEX INVESTMENT MANAGEMENT CO LLC

CIK 0000201772

$174K26K0.02%Q2 2026 11

BlackRock, Inc.

CIK 0002012383

$168K25K0.00%Q2 2026 12

JAMES INVESTMENT RESEARCH, INC.

CIK 0000810384

$122K18K0.01%Q2 2026 13

NewEdge Advisors, LLC

CIK 0001633516

$122K18K0.00%Q2 2026 14

Crestwood Advisors Group, LLC

CIK 0001426853

$102K15K0.00%Q2 2026 15

Quantinno Capital Management LP

CIK 0001759654

$102K15K0.00%Q2 2026 16

Strait & Sound Wealth Management LLC

CIK 0001966210

$95K14K0.03%Q2 2026 17

XTX Topco Ltd

CIK 0001828301

$75K11K0.00%Q2 2026 18

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$45K7K0.00%Q2 2026 19

Founders Capital Management

CIK 0001704300

$40K6K0.02%Q2 2026 20

Covestor Ltd

CIK 0001909846

$33K6K0.02%Q1 2026

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