AI Holders Summary · Q1 2026

35 institutions reported JHS in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 42.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$35M3.2M0.71%Q1 2026 02

Allspring Global Investments Holdings, LLC

CIK 0001890906

$16M1.5M0.03%Q1 2026 03

1607 Capital Partners, LLC

CIK 0001436866

$13M1.2M0.91%Q1 2026 04

Karpus Management, Inc.

CIK 0001048703

$6M533K0.18%Q1 2026 05

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$2M212K0.07%Q2 2026 06

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$2M207K0.06%Q2 2026 07

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$2M158K0.01%Q1 2026 08

Fiera Capital Corp

CIK 0001505817

$1M102K0.00%Q1 2026 09

ROTHSCHILD INVESTMENT LLC

CIK 0000085338

$768K70K0.04%Q1 2026 10

Baird Financial Group, Inc.

CIK 0001648711

$698K64K0.00%Q1 2026 11

LPL Financial LLC

CIK 0001403438

$538K49K0.00%Q1 2026 12

CARY STREET PARTNERS FINANCIAL LLC

CIK 0001475045

$486K44K0.01%Q2 2026 13

MORGAN STANLEY

CIK 0000895421

$380K35K0.00%Q1 2026 14

PETRA FINANCIAL ADVISORS INC

CIK 0001971427

$281K26K0.17%Q1 2026 15

Brick & Kyle, Associates

CIK 0001632253

$222K20K0.07%Q1 2026 16

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$218K20K0.00%Q1 2026 17

AMERIPRISE FINANCIAL INC

CIK 0000820027

$191K17K0.00%Q1 2026 18

OSAIC HOLDINGS, INC.

CIK 0001677044

$183K17K0.00%Q1 2026 19

STIFEL FINANCIAL CORP

CIK 0000720672

$182K17K0.00%Q1 2026 20

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$172K16K0.10%Q1 2026

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