AI Holders Summary · Q1 2026

27 institutions reported KTCC in Q1 2026. MORGAN STANLEY leads at 33.0% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$4M1.6M0.00%Q1 2026 02

Tieton Capital Management, LLC

CIK 0001381954

$2M728K0.70%Q4 2025 03

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$2M695K0.00%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$1M431K0.00%Q1 2026 05

SEI INVESTMENTS CO

CIK 0000350894

$944K346K0.00%Q1 2026 06

CITADEL ADVISORS LLC

CIK 0001423053

$536K192K0.00%Q4 2025 07

Moors & Cabot, Inc.

CIK 0001607239

$462K169K0.02%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$325K119K0.00%Q1 2026 09

BlackRock, Inc.

CIK 0002012383

$266K97K0.00%Q1 2026 10

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$244K89K0.00%Q1 2026 11

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$170K62K0.00%Q1 2026 12

MERCER GLOBAL ADVISORS INC /ADV

CIK 0000853758

$164K60K0.00%Q1 2026 13

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$153K56K0.00%Q1 2026 14

Bensler, LLC

CIK 0001965941

$126K31K0.01%Q2 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$91K33K0.00%Q1 2026 16

Bank of New York Mellon Corp

CIK 0001390777

$63K23K0.00%Q1 2026 17

STATE STREET CORP

CIK 0000093751

$57K21K0.00%Q1 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$32K12K0.00%Q1 2026 19

Vanguard Global Advisers, LLC

CIK 0001811242· Index

$15K6K0.00%Q1 2026 20

Tower Research Capital LLC (TRC)

CIK 0001533421

$3K1K0.00%Q1 2026

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