AI Holders Summary · Q1 2026

34 institutions reported JLS in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 43.3% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$17M960K0.35%Q1 2026 02

AMERIPRISE FINANCIAL INC

CIK 0000820027

$6M369K0.00%Q2 2026 03

Advisors Asset Management, Inc.

CIK 0001297376

$3M157K0.05%Q1 2026 04

MORGAN STANLEY

CIK 0000895421

$2M87K0.00%Q2 2026 05

Fiera Capital Corp

CIK 0001505817

$1M67K0.00%Q2 2026 06

Invesco Ltd.

CIK 0000914208

$1M60K0.00%Q2 2026 07

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M59K0.00%Q2 2026 08

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$1M57K0.00%Q2 2026 09

WELLS FARGO & COMPANY/MN

CIK 0000072971

$902K52K0.00%Q2 2026 10

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$863K49K0.00%Q2 2026 11

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

CIK 0001109767

$846K48K0.04%Q2 2026 12

Venture Visionary Partners LLC

CIK 0001792283

$818K47K0.02%Q2 2026 13

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$785K45K0.24%Q2 2026 14

Compound Planning, Inc.

CIK 0001978879

$732K42K0.02%Q2 2026 15

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$648K37K0.00%Q2 2026 16

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$593K34K0.02%Q2 2026 17

Clear Street Group Inc.

CIK 0001881567

$459K26K0.00%Q2 2026 18

Baird Financial Group, Inc.

CIK 0001648711

$384K22K0.00%Q2 2026 19

Closed-End Fund Advisors, Inc.

CIK 0002103520

$362K21K0.35%Q2 2026 20

LPL Financial LLC

CIK 0001403438

$346K20K0.00%Q2 2026

Page 1 of 2

14 more holders available. Log in →