AI Holders Summary · Q1 2026

155 institutions reported JACK in Q1 2026. Callodine Capital Management, LP leads at 11.6% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

Callodine Capital Management, LP

CIK 0001741675

$17M1.8M1.19%Q1 2026 02

BIGLARI CAPITAL CORP.

CIK 0001334429

$16M1.7M1.75%Q1 2026 03

Nantahala Capital Management, LLC

CIK 0001472322

$15M1.5M0.55%Q1 2026 04

BlackRock, Inc.

CIK 0002012383

$12M1.3M0.00%Q1 2026 05

Invenomic Capital Management LP

CIK 0001769456

$11M568K0.50%Q4 2025 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$8M817K0.00%Q1 2026 07

Windward Management LP

CIK 0001880817

$7M390K4.34%Q4 2025 08

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$7M696K0.00%Q1 2026 09

BANK OF AMERICA CORP /DE/

CIK 0000070858

$6M623K0.00%Q1 2026 10

D. E. Shaw & Co., Inc.

CIK 0001009207

$6M295K0.00%Q4 2025 11

LSV ASSET MANAGEMENT

CIK 0001050470

$5M564K0.01%Q1 2026 12

IPG Investment Advisors LLC

CIK 0001602237

$5M536K0.89%Q1 2026 13

Allianz Asset Management GmbH

CIK 0001535323

$5M506K0.01%Q1 2026 14

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$5M479K0.00%Q1 2026 15

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$4M225K0.17%Q4 2025 16

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$4M421K0.00%Q1 2026 17

STATE STREET CORP

CIK 0000093751

$4M390K0.00%Q1 2026 18

MANNING & NAPIER ADVISORS LLC

CIK 0000062039

$4M376K0.05%Q1 2026 19

JPMORGAN CHASE & CO

CIK 0000019617

$3M358K0.00%Q1 2026 20

EARNEST PARTNERS LLC

CIK 0001102578

$3M314K0.01%Q1 2026

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