AI Holders Summary · Q1 2026

107 institutions reported JCAP in Q1 2026. WELLINGTON MANAGEMENT GROUP LLP leads at 18.4% 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

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$63M3.3M0.01%Q1 2026 02

ADAGE CAPITAL PARTNERS GP, L.L.C.

CIK 0001165408

$34M1.8M0.05%Q1 2026 03

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$30M1.6M0.10%Q1 2026 04

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$30M1.5M0.02%Q1 2026 05

BlackRock, Inc.

CIK 0002012383

$27M1.4M0.00%Q1 2026 06

GOLDMAN SACHS GROUP INC

CIK 0000886982

$22M1.1M0.00%Q1 2026 07

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

CIK 0001238990

$21M1.1M1.24%Q1 2026 08

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$20M1.1M0.00%Q1 2026 09

Nantahala Capital Management, LLC

CIK 0001472322

$14M750K0.53%Q1 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$13M691K0.00%Q1 2026 11

North Reef Capital Management LP

CIK 0001867831

$10M532K0.35%Q1 2026 12

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$8M404K0.00%Q1 2026 13

STATE OF WISCONSIN INVESTMENT BOARD

CIK 0000854157

$7M374K0.02%Q1 2026 14

STATE STREET CORP

CIK 0000093751

$7M367K0.00%Q1 2026 15

Clearbridge Investments, LLC

CIK 0001348883

$6M330K0.01%Q1 2026 16

MALTESE CAPITAL MANAGEMENT LLC

CIK 0001040762

$6M330K1.25%Q1 2026 17

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$6M315K0.00%Q1 2026 18

CITADEL ADVISORS LLC

CIK 0001423053

$6M259K0.00%Q4 2025 19

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$6M299K0.00%Q1 2026 20

MORGAN STANLEY

CIK 0000895421

$5M275K0.00%Q1 2026

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