AI Holders Summary · Q4 2025

26 institutions reported PCH in Q4 2025. Ancora Advisors LLC leads at 28.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Ancora Advisors LLC

CIK 0001446114

$19M469K0.38%Q4 2025 02

D. E. Shaw & Co., Inc.

CIK 0001009207

$13M329K0.01%Q4 2025 03

MARSHALL WACE, LLP

CIK 0001318757

$8M195K0.01%Q4 2025 04

BROWN ADVISORY INC

CIK 0001345929

$8M190K0.01%Q4 2025 05

First Horizon Advisors, Inc.

CIK 0001588539

$4M114K0.11%Q2 2025 06

WOLVERINE TRADING, LLC

CIK 0000927337

$3M72K0.00%Q3 2025 07

Cadence Bank

CIK 0001299939

$3M69K0.16%Q4 2025 08

CITADEL ADVISORS LLC

CIK 0001423053

$2M56K0.00%Q4 2025 09

AQR Arbitrage LLC

CIK 0001167456

$2M43K0.04%Q4 2025 10

Sagefield Capital LP

CIK 0001771179

$2M40K0.13%Q4 2025 11

AlphaQuest LLC

CIK 0001883897

$793K20K0.04%Q4 2025 12

Louisiana State Employees Retirement System

CIK 0001537191

$783K20K0.01%Q4 2025 13

OPPENHEIMER ASSET MANAGEMENT INC.

CIK 0001269119

$440K11K0.01%Q4 2025 14

Focus Partners Wealth

CIK 0001542153

$255K6K0.00%Q4 2025 15

PNC FINANCIAL SERVICES GROUP, INC.

CIK 0000713676

$160K4K0.00%Q4 2025 16

Lindbrook Capital, LLC

CIK 0001767045

$13K2890.00%Q1 2025 17

Global Retirement Partners, LLC

CIK 0001749744

$4K980.00%Q4 2025 18

Iron Horse Wealth Management, LLC

CIK 0001836270

$4K1000.00%Q2 2025 19

CIBC Private Wealth Group LLC

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