AI Holders Summary · Q1 2026

38 institutions reported PAI in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 39.4% 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

$14M1.2M0.28%Q1 2026 02

1607 Capital Partners, LLC

CIK 0001436866

$7M558K0.59%Q2 2026 03

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$3M218K0.00%Q2 2026 04

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$2M179K0.06%Q3 2026 05

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$2M166K0.01%Q2 2026 06

Fiera Capital Corp

CIK 0001505817

$2M131K0.01%Q2 2026 07

LPL Financial LLC

CIK 0001403438

$1M91K0.00%Q2 2026 08

STIFEL FINANCIAL CORP

CIK 0000720672

$879K73K0.00%Q2 2026 09

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$671K55K0.01%Q2 2026 10

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$575K47K0.00%Q2 2026 11

Aviance Capital Partners, LLC

CIK 0001542383

$484K40K0.05%Q2 2026 12

Cetera Investment Advisers

CIK 0001666741

$433K36K0.00%Q2 2026 13

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$395K33K0.00%Q2 2026 14

Baird Financial Group, Inc.

CIK 0001648711

$376K31K0.00%Q2 2026 15

Meadow Creek Wealth Advisors LLC

CIK 0001801107

$317K26K0.19%Q2 2026 16

Waverly Advisors, LLC

CIK 0001568787

$269K22K0.00%Q2 2026 17

MORGAN STANLEY

CIK 0000895421

$246K20K0.00%Q2 2026 18

BANK OF AMERICA CORP /DE/

CIK 0000070858

$240K20K0.00%Q2 2026 19

Logan Stone Capital, LLC

CIK 0001535521

$232K19K0.06%Q4 2025 20

Martin Capital Partners, LLC

CIK 0001731216

$218K19K0.08%Q3 2026

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