AI Holders Summary · Q1 2026

33 institutions reported JLS in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 42.0% 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

$5M297K0.00%Q1 2026 03

Advisors Asset Management, Inc.

CIK 0001297376

$3M157K0.05%Q1 2026 04

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$2M118K0.00%Q1 2026 05

MORGAN STANLEY

CIK 0000895421

$2M94K0.00%Q1 2026 06

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$1M73K0.45%Q1 2026 07

Fiera Capital Corp

CIK 0001505817

$1M65K0.00%Q1 2026 08

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M57K0.00%Q1 2026 09

Invesco Ltd.

CIK 0000914208

$914K50K0.00%Q1 2026 10

WELLS FARGO & COMPANY/MN

CIK 0000072971

$911K50K0.00%Q1 2026 11

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

CIK 0001109767

$878K48K0.05%Q1 2026 12

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$865K48K0.00%Q1 2026 13

Venture Visionary Partners LLC

CIK 0001792283

$848K47K0.03%Q1 2026 14

Compound Planning, Inc.

CIK 0001978879

$754K42K0.02%Q1 2026 15

Cetera Investment Advisers

CIK 0001666741

$726K40K0.00%Q1 2026 16

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$650K36K0.00%Q1 2026 17

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$593K34K0.02%Q2 2026 18

Concorde Asset Management, LLC

CIK 0001631773

$495K27K0.24%Q1 2026 19

Baird Financial Group, Inc.

CIK 0001648711

$401K22K0.00%Q1 2026 20

Closed-End Fund Advisors, Inc.

CIK 0002103520

$377K21K0.38%Q1 2026

Page 1 of 2

13 more holders available. Log in →