AI Holders Summary · Q1 2026

91 institutions reported JRI in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 44.3% 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

$54M4.4M1.09%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$21M1.6M0.00%Q2 2026 03

Penserra Capital Management LLC

CIK 0001593324

$9M754K0.11%Q1 2026 04

WELLS FARGO & COMPANY/MN

CIK 0000072971

$5M384K0.00%Q2 2026 05

ABSOLUTE INVESTMENT ADVISERS, LLC

CIK 0001316187

$3M258K0.32%Q2 2026 06

LPL Financial LLC

CIK 0001403438

$3M253K0.00%Q2 2026 07

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$3M249K0.02%Q2 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M227K0.00%Q2 2026 09

COHEN & STEERS, INC.

CIK 0001284812

$3M227K0.00%Q1 2026 10

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$2M156K0.03%Q2 2026 11

Private Advisor Group, LLC

CIK 0001567755

$2M153K0.01%Q2 2026 12

ROYAL BANK OF CANADA

CIK 0001000275

$2M138K0.00%Q2 2026 13

AMERIPRISE FINANCIAL INC

CIK 0000820027

$2M122K0.00%Q2 2026 14

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M118K0.00%Q2 2026 15

Yakira Capital Management, Inc.

CIK 0001584639

$1M112K0.41%Q2 2026 16

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$1M98K0.01%Q2 2026 17

Sterneck Capital Management, LLC

CIK 0001438574

$1M97K0.54%Q2 2026 18

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$1M95K0.00%Q2 2026 19

Chicago Partners Investment Group LLC

CIK 0001563525

$1M95K0.02%Q2 2026 20

BANK OF AMERICA CORP /DE/

CIK 0000070858

$1M89K0.00%Q2 2026

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