AI Holders Summary · Q1 2026

88 institutions reported OFRM in Q1 2026. WESTWOOD HOLDINGS GROUP INC leads at 15.2% 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

WESTWOOD HOLDINGS GROUP INC

CIK 0001165002

$33M2.0M0.24%Q1 2026 02

BAMCO INC /NY/

CIK 0001017918

$29M1.7M0.09%Q1 2026 03

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$21M1.3M0.01%Q1 2026 04

FMR LLC

CIK 0000315066

$21M1.3M0.00%Q1 2026 05

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$21M1.3M0.01%Q1 2026 06

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 0000912938

$12M723K0.00%Q1 2026 07

FEDERATED HERMES, INC.

CIK 0001056288

$10M600K0.02%Q1 2026 08

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$8M487K0.01%Q1 2026 09

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$7M457K0.00%Q1 2026 10

JANUS HENDERSON GROUP PLC

CIK 0001274173

$7M446K0.00%Q1 2026 11

Hood River Capital Management LLC

CIK 0001578177

$7M418K0.07%Q1 2026 12

12 West Capital Management LP

CIK 0001540531

$6M365K1.01%Q1 2026 13

BALYASNY ASSET MANAGEMENT L.P.

CIK 0001218710

$6M362K0.01%Q1 2026 14

EMERALD ADVISERS, LLC

CIK 0001015083

$6M346K0.18%Q1 2026 15

UBS Group AG

CIK 0001610520

$5M289K0.00%Q1 2026 16

BlackRock, Inc.

CIK 0002012383

$4M264K0.00%Q1 2026 17

ExodusPoint Capital Management, LP

CIK 0001736225

$4M245K0.03%Q1 2026 18

LAZARD ASSET MANAGEMENT LLC

CIK 0001207017

$4M242K0.01%Q1 2026 19

NEXT CENTURY GROWTH INVESTORS LLC

CIK 0001134007

$4M238K0.28%Q1 2026 20

EMERALD MUTUAL FUND ADVISERS TRUST

CIK 0001352895

$3M212K0.17%Q1 2026

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