AI Holders Summary · Q1 2026

95 institutions reported JRI in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 43.7% 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

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

MORGAN STANLEY

CIK 0000895421

$20M1.6M0.00%Q1 2026 03

Penserra Capital Management LLC

CIK 0001593324

$9M754K0.11%Q1 2026 04

ABSOLUTE INVESTMENT ADVISERS, LLC

CIK 0001316187

$7M586K0.85%Q1 2026 05

WELLS FARGO & COMPANY/MN

CIK 0000072971

$5M381K0.00%Q1 2026 06

Yakira Capital Management, Inc.

CIK 0001584639

$4M301K1.08%Q1 2026 07

LPL Financial LLC

CIK 0001403438

$3M244K0.00%Q1 2026 08

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$3M241K0.02%Q1 2026 09

COHEN & STEERS, INC.

CIK 0001284812

$3M227K0.00%Q1 2026 10

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M211K0.00%Q1 2026 11

Private Advisor Group, LLC

CIK 0001567755

$2M140K0.01%Q1 2026 12

ROYAL BANK OF CANADA

CIK 0001000275

$2M138K0.00%Q1 2026 13

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$2M138K0.03%Q1 2026 14

Almitas Capital LLC

CIK 0001596468

$1M110K0.31%Q1 2026 15

Chicago Partners Investment Group LLC

CIK 0001563525

$1M93K0.03%Q1 2026 16

Sterneck Capital Management, LLC

CIK 0001438574

$1M95K0.53%Q1 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M91K0.00%Q1 2026 18

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$1M88K0.00%Q1 2026 19

BANK OF AMERICA CORP /DE/

CIK 0000070858

$1M87K0.00%Q1 2026 20

CoreCap Advisors, LLC

CIK 0001902501

$896K69K0.03%Q2 2026

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