AI Holders Summary · Q1 2026

79 institutions reported NBB in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 31.6% 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

$35M2.2M0.00%Q1 2026 03

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$20M1.3M0.01%Q1 2026 04

Eagle Bluffs Wealth Management LLC

CIK 0001906547

$14M892K5.47%Q1 2026 05

UBS Group AG

CIK 0001610520

$11M679K0.00%Q1 2026 06

LaSalle St. Investment Advisors, LLC

CIK 0001966193

$9M604K1.33%Q1 2026 07

BANK OF AMERICA CORP /DE/

CIK 0000070858

$9M554K0.00%Q1 2026 08

WELLS FARGO & COMPANY/MN

CIK 0000072971

$6M365K0.00%Q1 2026 09

Invesco Ltd.

CIK 0000914208

$4M282K0.00%Q1 2026 10

M&T BANK CORP

CIK 0000036270

$4M250K0.01%Q1 2026 11

LPL Financial LLC

CIK 0001403438

$3M223K0.00%Q1 2026 12

Baird Financial Group, Inc.

CIK 0001648711

$2M157K0.00%Q1 2026 13

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$2M145K0.06%Q2 2026 14

AMERIPRISE FINANCIAL INC

CIK 0000820027

$2M138K0.00%Q1 2026 15

GILL CAPITAL PARTNERS, LLC

CIK 0000729563

$1M73K0.33%Q1 2026 16

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$1M71K0.00%Q1 2026 17

TRUIST FINANCIAL CORP

CIK 0000092230

$1M65K0.00%Q1 2026 18

Bruce G. Allen Investments, LLC

CIK 0002005409

$925K59K0.61%Q1 2026 19

WEDBUSH SECURITIES INC

CIK 0001142495

$865K55K0.03%Q1 2026 20

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$829K53K0.01%Q1 2026

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