AI Holders Summary · Q1 2026

102 institutions reported KVHI in Q1 2026. Black Diamond Capital Management I, LLLP leads at 25.7% 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

Black Diamond Capital Management I, LLLP

CIK 0002084285

$31M3.5M23.11%Q1 2026 02

BDCM CT, L.L.C.

CIK 0001282197

$18M3.4M10.55%Q2 2025 03

BlackRock, Inc.

CIK 0002012383

$10M998K0.00%Q2 2026 04

SYSTEMATIC FINANCIAL MANAGEMENT LP

CIK 0001085936

$9M873K0.17%Q2 2026 05

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$7M686K0.00%Q2 2026 06

First Eagle Investment Management, LLC

CIK 0001325447

$6M567K0.00%Q2 2026 07

Tidal Investments LLC

CIK 0001600064

$5M546K0.01%Q2 2026 08

TEMA ETFS LLC

CIK 0002056807

$5M546K0.17%Q2 2026 09

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$5M541K0.00%Q2 2026 10

Potomac Capital Management, Inc.

CIK 0001418746

$4M466K3.63%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$3M335K0.00%Q2 2026 12

ESSEX INVESTMENT MANAGEMENT CO LLC

CIK 0000201772

$3M293K0.38%Q2 2026 13

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$3M284K0.00%Q2 2026 14

NEEDHAM INVESTMENT MANAGEMENT LLC

CIK 0001167212

$3M390K0.17%Q4 2025 15

Peapod Lane Capital LLC

CIK 0002050979

$2M250K1.67%Q2 2026 16

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$2M212K0.04%Q2 2026 17

STATE STREET CORP

CIK 0000093751

$2M156K0.00%Q2 2026 18

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

CIK 0001423442

$1M126K0.01%Q2 2026 19

CANNELL CAPITAL LLC

CIK 0001058854

$1M115K0.76%Q2 2026 20

Trexquant Investment LP

CIK 0001633445

$1M105K0.01%Q2 2026

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