AI Holders Summary · Q1 2026

80 institutions reported NBB in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 30.3% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$59M3.8M1.21%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$37M2.3M0.00%Q2 2026 03

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$20M1.3M0.01%Q2 2026 04

Eagle Bluffs Wealth Management LLC

CIK 0001906547

$15M944K5.01%Q2 2026 05

UBS Group AG

CIK 0001610520

$12M760K0.00%Q2 2026 06

LaSalle St. Investment Advisors, LLC

CIK 0001966193

$10M624K1.20%Q2 2026 07

BANK OF AMERICA CORP /DE/

CIK 0000070858

$9M556K0.00%Q2 2026 08

M&T BANK CORP

CIK 0000036270

$7M419K0.02%Q2 2026 09

WELLS FARGO & COMPANY/MN

CIK 0000072971

$6M357K0.00%Q2 2026 10

Invesco Ltd.

CIK 0000914208

$4M255K0.00%Q2 2026 11

LPL Financial LLC

CIK 0001403438

$4M239K0.00%Q2 2026 12

Baird Financial Group, Inc.

CIK 0001648711

$2M155K0.00%Q2 2026 13

AMERIPRISE FINANCIAL INC

CIK 0000820027

$2M146K0.00%Q2 2026 14

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$2M145K0.06%Q2 2026 15

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$1M77K0.00%Q2 2026 16

GILL CAPITAL PARTNERS, LLC

CIK 0000729563

$1M72K0.30%Q2 2026 17

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$1M68K0.01%Q2 2026 18

TRUIST FINANCIAL CORP

CIK 0000092230

$1M65K0.00%Q2 2026 19

Bruce G. Allen Investments, LLC

CIK 0002005409

$921K58K0.59%Q2 2026 20

Cetera Investment Advisers

CIK 0001666741

$870K55K0.00%Q2 2026

Page 1 of 4

60 more holders available. Log in →