AI Holders Summary · Q1 2026

142 institutions reported INR in Q1 2026. WESTWOOD HOLDINGS GROUP INC leads at 15.6% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

WESTWOOD HOLDINGS GROUP INC

CIK 0001165002

$38M2.1M0.27%Q1 2026 02

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$33M1.9M0.02%Q1 2026 03

FRANKLIN RESOURCES INC

CIK 0000038777

$29M1.7M0.01%Q1 2026 04

BlackRock, Inc.

CIK 0002012383

$22M1.3M0.00%Q1 2026 05

SILVERCREST ASSET MANAGEMENT GROUP LLC

CIK 0001232395

$12M700K0.09%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$12M676K0.00%Q1 2026 07

CIBC Bancorp USA Inc.

CIK 0001711924

$11M635K0.01%Q1 2026 08

CIBC Private Wealth Group LLC

CIK 0001298088

$11M716K0.02%Q4 2025 09

Yaupon Capital Management LP

CIK 0001755028

$10M544K0.30%Q1 2026 10

AMERIPRISE FINANCIAL INC

CIK 0000820027

$8M474K0.00%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$6M367K0.00%Q1 2026 12

STATE STREET CORP

CIK 0000093751

$6M347K0.00%Q1 2026 13

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$6M337K0.01%Q1 2026 14

MORGAN STANLEY

CIK 0000895421

$6M331K0.00%Q1 2026 15

BANK OF AMERICA CORP /DE/

CIK 0000070858

$6M326K0.00%Q1 2026 16

UBS Group AG

CIK 0001610520

$6M322K0.00%Q1 2026 17

Russell Investments Group, Ltd.

CIK 0001692234

$5M282K0.01%Q1 2026 18

SEI INVESTMENTS CO

CIK 0000350894

$5M275K0.00%Q1 2026 19

CI INVESTMENTS INC.

CIK 0001163648

$5M275K0.02%Q1 2026 20

BNP PARIBAS FINANCIAL MARKETS

CIK 0001166588

$4M249K0.00%Q1 2026

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