AI Holders Summary · Q1 2026

59 institutions reported LUCK in Q1 2026. Atairos Group, Inc. leads at 91.9% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(7 on this page)

#HolderValueShares% port.Quarter

Atairos Group, Inc.

CIK 0001671122

$528M63.4M43.29%Q1 2026 02

PRIVATE MANAGEMENT GROUP INC

CIK 0001142031

$16M2.0M0.47%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$5M567K0.00%Q1 2026 04

Vanguard Portfolio Management

CIK 0002100121· Index

$4M482K0.00%Q1 2026 05

RICE HALL JAMES & ASSOCIATES, LLC

CIK 0001230765

$4M481K0.22%Q1 2026 06

BlackRock, Inc.

CIK 0002012383

$3M335K0.00%Q1 2026 07

PRIMECAP MANAGEMENT CO/CA/

CIK 0000763212

$3M325K0.00%Q1 2026 08

BCS Private Wealth Management, Inc.

CIK 0002044001

$2M216K0.55%Q1 2026 09

GREAT LAKES ADVISORS, LLC

CIK 0001078013

$2M200K0.01%Q1 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$2M197K0.00%Q1 2026 11

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$1M175K0.00%Q1 2026 12

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$896K108K0.00%Q1 2026 13

NORTHERN TRUST CORP

CIK 0000073124· Index

$757K91K0.00%Q1 2026 14

STATE STREET CORP

CIK 0000093751

$746K90K0.00%Q1 2026 15

UBS Group AG

CIK 0001610520

$743K89K0.00%Q1 2026 16

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$736K88K0.00%Q1 2026 17

North Star Investment Management Corp.

CIK 0001342857

$504K61K0.03%Q1 2026 18

Clearstead Advisors, LLC

CIK 0000842775

$441K53K0.00%Q1 2026 19

STIFEL FINANCIAL CORP

CIK 0000720672

$362K43K0.00%Q1 2026 20

CITADEL ADVISORS LLC

CIK 0001423053

$341K40K0.00%Q4 2025

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