AI Holders Summary · Q1 2026

149 institutions reported JOUT in Q1 2026. Johnson Financial Group, Inc. leads at 20.9% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

Johnson Financial Group, Inc.

CIK 0001477024

$44M951K1.60%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$20M439K0.00%Q1 2026 03

GAMCO INVESTORS, INC. ET AL

CIK 0000807249

$20M428K0.20%Q1 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$16M354K0.00%Q1 2026 05

Wallace Capital Management Inc.

CIK 0001459754

$12M249K1.33%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$10M213K0.00%Q1 2026 07

Divisadero Street Capital Management, LP

CIK 0001901865

$9M190K0.37%Q1 2026 08

DEPRINCE RACE & ZOLLO INC

CIK 0001008894

$8M175K0.15%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$7M151K0.00%Q1 2026 10

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$7M149K0.00%Q1 2026 11

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$7M140K0.01%Q1 2026 12

First Eagle Investment Management, LLC

CIK 0001325447

$6M139K0.01%Q1 2026 13

Russell Investments Group, Ltd.

CIK 0001692234

$6M133K0.01%Q1 2026 14

STATE STREET CORP

CIK 0000093751

$6M130K0.00%Q1 2026 15

Aristides Capital LLC

CIK 0001595521

$6M130K1.31%Q1 2026 16

CSM Advisors, LLC

CIK 0001863523

$6M126K0.14%Q1 2026 17

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$6M124K0.00%Q1 2026 18

Allspring Global Investments Holdings, LLC

CIK 0001890906

$6M119K0.01%Q1 2026 19

De Lisle Partners LLP

CIK 0002011184

$5M103K0.57%Q1 2026 20

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$5M98K0.00%Q1 2026

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