AI Holders Summary · Q1 2026

94 institutions reported PDLB in Q1 2026. M3F, Inc. leads at 18.9% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

M3F, Inc.

CIK 0001511291

$33M2.0M8.30%Q1 2026 02

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$32M1.9M0.02%Q1 2026 03

BlackRock, Inc.

CIK 0002012383

$27M1.6M0.00%Q1 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$16M939K0.00%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$15M870K0.00%Q1 2026 06

BANK OF AMERICA CORP /DE/

CIK 0000070858

$8M505K0.00%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$8M463K0.00%Q1 2026 08

STATE STREET CORP

CIK 0000093751

$6M339K0.00%Q1 2026 09

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$5M289K0.00%Q1 2026 10

Empirical Finance, LLC

CIK 0001572838

$4M247K0.19%Q1 2026 11

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$4M242K0.01%Q1 2026 12

MANGROVE PARTNERS IM, LLC

CIK 0001535392

$3M191K0.26%Q1 2026 13

First Pacific Advisors, LP

CIK 0001377581

$3M182K0.04%Q1 2026 14

NORTHERN TRUST CORP

CIK 0000073124· Index

$2M147K0.00%Q1 2026 15

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$2M138K0.00%Q1 2026 16

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M120K0.00%Q1 2026 17

Connor, Clark & Lunn Investment Management Ltd.

CIK 0001596800

$2M119K0.00%Q1 2026 18

MARSHALL WACE, LLP

CIK 0001318757

$2M120K0.00%Q4 2025 19

Vanguard Portfolio Management

CIK 0002100121· Index

$2M113K0.00%Q1 2026 20

WITTENBERG INVESTMENT MANAGEMENT, INC.

CIK 0001697790

$1M64K0.40%Q1 2026

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