AI Holders Summary · Q1 2026

61 institutions reported NQP in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 43.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$36M3.0M0.73%Q1 2026 02

Almitas Capital LLC

CIK 0001596468

$13M1.1M2.85%Q1 2026 03

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$8M665K0.40%Q1 2026 04

WELLS FARGO & COMPANY/MN

CIK 0000072971

$7M598K0.00%Q1 2026 05

MORGAN STANLEY

CIK 0000895421

$3M236K0.00%Q1 2026 06

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M206K0.00%Q1 2026 07

HighTower Advisors, LLC

CIK 0001462245

$2M186K0.00%Q1 2026 08

Janney Montgomery Scott LLC

CIK 0001329948

$2M143K0.00%Q1 2026 09

MACKAY SHIELDS LLC

CIK 0000061227

$1M118K0.05%Q1 2026 10

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$1M115K0.00%Q1 2026 11

LPL Financial LLC

CIK 0001403438

$1M111K0.00%Q1 2026 12

Kingsview Wealth Management, LLC

CIK 0001791965

$1M98K0.02%Q1 2026 13

North Ground Capital

CIK 0002055446

$1M85K1.22%Q1 2026 14

Yakira Capital Management, Inc.

CIK 0001584639

$906K76K0.27%Q1 2026 15

Bank of New York Mellon Corp

CIK 0001390777

$675K57K0.00%Q1 2026 16

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$648K54K0.00%Q1 2026 17

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$586K49K0.00%Q1 2026 18

PNC FINANCIAL SERVICES GROUP, INC.

CIK 0000713676

$578K49K0.00%Q4 2025 19

ROYAL BANK OF CANADA

CIK 0001000275

$525K44K0.00%Q1 2026 20

Baird Financial Group, Inc.

CIK 0001648711

$515K43K0.00%Q1 2026

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