AI Holders Summary · Q1 2026

148 institutions reported III in Q1 2026. Private Capital Management, LLC leads at 18.2% 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

Private Capital Management, LLC

CIK 0001588456

$18M4.7M1.79%Q1 2026 02

Cerity Partners LLC

CIK 0001566475

$18M4.7M0.03%Q1 2026 03

BlackRock, Inc.

CIK 0002012383

$11M2.8M0.00%Q1 2026 04

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$7M1.9M0.01%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$7M1.8M0.00%Q1 2026 06

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$6M1.5M0.00%Q1 2026 07

CRAWFORD INVESTMENT COUNSEL INC

CIK 0000837592

$4M919K0.06%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$3M894K0.00%Q1 2026 09

Hillsdale Investment Management Inc.

CIK 0001368465

$3M845K0.09%Q1 2026 10

Crestwood Advisors Group, LLC

CIK 0001426853

$3M819K0.05%Q1 2026 11

BLAIR WILLIAM & CO/IL

CIK 0000902367

$3M764K0.01%Q1 2026 12

STATE STREET CORP

CIK 0000093751

$3M762K0.00%Q1 2026 13

MORGAN STANLEY

CIK 0000895421

$3M691K0.00%Q1 2026 14

JB CAPITAL PARTNERS LP

CIK 0001138532

$2M488K0.32%Q1 2026 15

Bank of New York Mellon Corp

CIK 0001390777

$2M486K0.00%Q1 2026 16

ESSEX INVESTMENT MANAGEMENT CO LLC

CIK 0000201772

$1M383K0.23%Q1 2026 17

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

CIK 0001423442

$1M379K0.01%Q1 2026 18

LSV ASSET MANAGEMENT

CIK 0001050470

$1M342K0.00%Q1 2026 19

GOLDMAN SACHS GROUP INC

CIK 0000886982

$1M339K0.00%Q1 2026 20

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$1M304K0.00%Q1 2026

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