AI Holders Summary · Q1 2026

54 institutions reported NPFD in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 31.7% 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

$44M2.4M0.89%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$37M2.0M0.00%Q2 2026 03

ROYAL BANK OF CANADA

CIK 0001000275

$11M587K0.00%Q2 2026 04

UBS Group AG

CIK 0001610520

$8M417K0.00%Q2 2026 05

Advisors Asset Management, Inc.

CIK 0001297376

$7M388K0.12%Q1 2026 06

WELLS FARGO & COMPANY/MN

CIK 0000072971

$5M270K0.00%Q2 2026 07

Invesco Ltd.

CIK 0000914208

$5M266K0.00%Q2 2026 08

Atlas Wealth LLC

CIK 0001964106

$5M263K0.71%Q2 2026 09

COHEN & STEERS, INC.

CIK 0001284812

$4M205K0.01%Q1 2026 10

STIFEL FINANCIAL CORP

CIK 0000720672

$3M154K0.00%Q2 2026 11

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$2M127K0.00%Q2 2026 12

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$1M67K0.00%Q2 2026 13

EVOLVE PRIVATE WEALTH, LLC

CIK 0002111131

$1M64K0.07%Q2 2026 14

Closed-End Fund Advisors, Inc.

CIK 0002103520

$970K52K0.95%Q2 2026 15

Summit Financial, LLC

CIK 0001765536

$957K50K0.01%Q2 2026 16

Cetera Investment Advisers

CIK 0001666741

$895K48K0.00%Q2 2026 17

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$797K42K0.00%Q2 2026 18

Equitable Holdings, Inc.

CIK 0001333986

$783K42K0.00%Q2 2026 19

WEDBUSH SECURITIES INC

CIK 0001142495

$561K31K0.02%Q1 2026 20

BESSEMER GROUP INC

CIK 0001054074

$508K28K0.00%Q1 2026

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