AI Holders Summary · Q1 2026

26 institutions reported IGI in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 32.1% 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

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$14M856K0.28%Q1 2026 02

1607 Capital Partners, LLC

CIK 0001436866

$7M407K0.47%Q1 2026 03

Karpus Management, Inc.

CIK 0001048703

$6M383K0.19%Q1 2026 04

UBS Group AG

CIK 0001610520

$5M296K0.00%Q1 2026 05

MORGAN STANLEY

CIK 0000895421

$2M112K0.00%Q1 2026 06

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$2M108K0.05%Q2 2026 07

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$1M92K0.00%Q1 2026 08

WELLS FARGO & COMPANY/MN

CIK 0000072971

$1M76K0.00%Q1 2026 09

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$1M68K0.01%Q1 2026 10

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$1M63K0.01%Q1 2026 11

Whipplewood Advisors, LLC

CIK 0002052510

$985K61K0.51%Q1 2026 12

Janney Montgomery Scott LLC

CIK 0001329948

$490K30K0.00%Q1 2026 13

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$364K23K0.00%Q1 2026 14

STIFEL FINANCIAL CORP

CIK 0000720672

$361K22K0.00%Q1 2026 15

BANK OF AMERICA CORP /DE/

CIK 0000070858

$348K22K0.00%Q1 2026 16

AMERIPRISE FINANCIAL INC

CIK 0000820027

$294K18K0.00%Q1 2026 17

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$168K10K0.10%Q1 2026 18

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$144K9K0.00%Q1 2026 19

ROYAL BANK OF CANADA

CIK 0001000275

$100K6K0.00%Q1 2026 20

OSAIC HOLDINGS, INC.

CIK 0001677044

$36K2K0.00%Q1 2026

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