AI Holders Summary · Q2 2026

106 institutions reported LFCR in Q2 2026. WYNNEFIELD CAPITAL INC leads at 19.8% 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

WYNNEFIELD CAPITAL INC

CIK 0001251567

$25M4.7M16.98%Q2 2026 02

325 CAPITAL LLC

CIK 0001873893

$18M2.2M6.20%Q4 2025 03

Greenhaven Road Investment Management, L.P.

CIK 0001741129

$17M3.2M10.88%Q2 2026 04

Legion Partners Asset Management, LLC

CIK 0001560207

$17M4.5M12.05%Q1 2026 05

BlackRock, Inc.

CIK 0002012383

$11M2.0M0.00%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$7M1.3M0.00%Q2 2026 07

GRIZZLYROCK CAPITAL, LLC

CIK 0002011732

$6M743K4.55%Q4 2025 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$4M856K0.00%Q2 2026 09

MORGAN STANLEY

CIK 0000895421

$4M769K0.00%Q2 2026 10

STATE STREET CORP

CIK 0000093751

$4M668K0.00%Q2 2026 11

Quinn Opportunity Partners LLC

CIK 0001633275

$2M453K0.11%Q2 2026 12

DCF Advisers, LLC

CIK 0001802493

$2M425K0.39%Q2 2026 13

WITTENBERG INVESTMENT MANAGEMENT, INC.

CIK 0001697790

$2M314K0.56%Q2 2026 14

NORTHERN TRUST CORP

CIK 0000073124· Index

$1M254K0.00%Q2 2026 15

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$1M240K0.00%Q2 2026 16

LPL Financial LLC

CIK 0001403438

$1M207K0.00%Q2 2026 17

Vanguard Portfolio Management

CIK 0002100121· Index

$993K189K0.00%Q2 2026 18

MARSHALL WACE, LLP

CIK 0001318757

$932K177K0.00%Q2 2026 19

TOCQUEVILLE ASSET MANAGEMENT L.P.

CIK 0000883961

$796K152K0.01%Q2 2026 20

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$700K133K0.00%Q2 2026

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