AI Holders Summary · Q3 2026

31 institutions reported MQ in Q3 2026. ZWJ INVESTMENT COUNSEL INC leads at 33.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

ZWJ INVESTMENT COUNSEL INC

CIK 0000842782

$10M577K0.30%Q3 2026 02

CONGRESS ASSET MANAGEMENT CO

CIK 0000897378

$8M490K0.05%Q3 2026 03

Perigon Wealth Management, LLC

CIK 0001575239

$4M243K0.06%Q3 2026 04

MARSHALL WACE, LLP

CIK 0001318757

$3M845K0.00%Q2 2026 05

DARK FOREST CAPITAL MANAGEMENT LP

CIK 0001853322

$1M329K0.09%Q2 2026 06

SBI Securities Co., Ltd.

CIK 0001851815

$724K43K0.02%Q3 2026 07

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO

CIK 0001007280

$525K129K0.00%Q2 2026 08

Atria Investments, Inc

CIK 0001535865

$315K19K0.00%Q3 2026 09

Robeco Institutional Asset Management B.V.

CIK 0001418773

$309K18K0.00%Q3 2026 10

NISA INVESTMENT ADVISORS, LLC

CIK 0000937615

$175K10K0.00%Q3 2026 11

Ensign Peak Advisors, Inc

CIK 0001454984

$153K38K0.00%Q2 2026 12

Cornerstone Investment Partners, LLC

CIK 0001328062

$133K33K0.00%Q2 2026 13

Parallel Advisors, LLC

CIK 0001690010

$27K7K0.00%Q2 2026 14

EverSource Wealth Advisors, LLC

CIK 0001710537

$7K2K0.00%Q2 2026 15

Versant Capital Management, Inc

CIK 0001735057

$6K3570.00%Q3 2026 16

ROTHSCHILD INVESTMENT LLC

CIK 0000085338

$4K9340.00%Q2 2026 17

Farther Finance Advisors, LLC

CIK 0001992825

$3K1880.00%Q3 2026 18

Root Financial Partners, LLC

CIK 0001977181

$3K1820.00%Q3 2026 19

GAMMA Investing LLC

CIK 0002010235

$3K1620.00%Q3 2026 20

IFP Advisors, Inc

CIK 0001641866

$3K1520.00%Q3 2026

Page 1 of 2

11 more holders available. Log in →