AI Holders Summary · Q4 2025

75 institutions reported KFS in Q4 2025. Stilwell Value LLC leads at 35.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

Stilwell Value LLC

CIK 0001397076

$45M3.4M24.94%Q4 2025 02

Greenhaven Road Investment Management, L.P.

CIK 0001741129

$19M1.9M13.29%Q1 2026 03

Capricorn Fund Managers Ltd

CIK 0001901361

$15M1.4M1.16%Q2 2026 04

BlackRock, Inc.

CIK 0002012383

$12M1.1M0.00%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$8M734K0.00%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$5M478K0.00%Q1 2026 07

Belpointe Asset Management LLC

CIK 0001721242

$4M361K0.14%Q1 2026 08

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$3M320K0.01%Q1 2026 09

STATE STREET CORP

CIK 0000093751

$3M304K0.00%Q1 2026 10

BARD ASSOCIATES INC

CIK 0001105907

$3M278K0.73%Q1 2026 11

NORTHERN TRUST CORP

CIK 0000073124· Index

$2M168K0.00%Q1 2026 12

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$1M139K0.00%Q1 2026 13

CITADEL ADVISORS LLC

CIK 0001423053

$1M104K0.00%Q4 2025 14

Annandale Capital, LLC

CIK 0001811739

$1M128K0.19%Q1 2026 15

Waverly Advisors, LLC

CIK 0001568787

$1M125K0.01%Q1 2026 16

GOLDMAN SACHS GROUP INC

CIK 0000886982

$1M125K0.00%Q1 2026 17

Vanguard Portfolio Management

CIK 0002100121· Index

$1M125K0.00%Q1 2026 18

Squarepoint Ops LLC

CIK 0001642575

$769K74K0.00%Q1 2026 19

Steward Partners Investment Advisory, LLC

CIK 0001723397

$711K68K0.00%Q1 2026 20

STIFEL FINANCIAL CORP

CIK 0000720672

$688K66K0.00%Q1 2026

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