AI Holders Summary · Q1 2026

75 institutions reported KVHI in Q1 2026. Black Diamond Capital Management I, LLLP leads at 30.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 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

SYSTEMATIC FINANCIAL MANAGEMENT LP

CIK 0001085936

$8M906K0.19%Q1 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$7M737K0.00%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$6M697K0.00%Q1 2026 06

TEMA ETFS LLC

CIK 0002056807

$5M546K0.17%Q2 2026 07

BlackRock, Inc.

CIK 0002012383

$4M475K0.00%Q1 2026 08

Potomac Capital Management, Inc.

CIK 0001418746

$4M466K3.63%Q1 2026 09

Peapod Lane Capital LLC

CIK 0002050979

$4M415K3.03%Q1 2026 10

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$3M346K0.00%Q1 2026 11

NEEDHAM INVESTMENT MANAGEMENT LLC

CIK 0001167212

$3M390K0.17%Q4 2025 12

First Eagle Investment Management, LLC

CIK 0001325447

$2M211K0.00%Q1 2026 13

Mink Brook Asset Management LLC

CIK 0002052205

$2M172K0.86%Q1 2026 14

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$1M162K0.00%Q1 2026 15

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$1M148K0.03%Q1 2026 16

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$1M136K0.00%Q1 2026 17

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

CIK 0001423442

$837K93K0.00%Q1 2026 18

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$788K88K0.00%Q1 2026 19

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$698K78K0.00%Q1 2026 20

RITHOLTZ WEALTH MANAGEMENT

CIK 0001698218

$690K77K0.01%Q1 2026

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