AI Holders Summary · Q1 2026

35 institutions reported PAI in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 36.9% 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

$9M720K0.63%Q1 2026 03

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$3M228K0.08%Q2 2026 04

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$3M216K0.02%Q1 2026 05

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$2M209K0.00%Q1 2026 06

Fiera Capital Corp

CIK 0001505817

$2M128K0.01%Q1 2026 07

LPL Financial LLC

CIK 0001403438

$1M91K0.00%Q1 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$570K47K0.00%Q1 2026 09

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$555K46K0.01%Q1 2026 10

STIFEL FINANCIAL CORP

CIK 0000720672

$516K43K0.00%Q1 2026 11

Aviance Capital Partners, LLC

CIK 0001542383

$475K38K0.05%Q4 2025 12

Shaker Financial Services, LLC

CIK 0001511794

$430K36K0.15%Q1 2026 13

Baird Financial Group, Inc.

CIK 0001648711

$381K31K0.00%Q1 2026 14

CLIFFORD SWAN INVESTMENT COUNSEL LLC

CIK 0001034642

$331K27K0.01%Q1 2026 15

Meadow Creek Wealth Advisors LLC

CIK 0001801107

$319K26K0.21%Q1 2026 16

MORGAN STANLEY

CIK 0000895421

$277K23K0.00%Q1 2026 17

Logan Stone Capital, LLC

CIK 0001535521

$232K19K0.06%Q4 2025 18

Martin Capital Partners, LLC

CIK 0001731216

$231K19K0.08%Q2 2026 19

WHITENER CAPITAL MANAGEMENT, INC.

CIK 0000825217

$197K16K0.04%Q1 2026 20

Gilman Hill Asset Management, LLC

CIK 0001551969

$182K15K0.02%Q2 2026

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