AI Holders Summary · Q1 2026

57 institutions reported PFD in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 34.0% 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

$15M1.3M0.30%Q1 2026 02

CIBC Private Wealth Group LLC

CIK 0001298088

$5M441K0.01%Q4 2025 03

CIBC Bancorp USA Inc.

CIK 0001711924

$5M441K0.01%Q2 2026 04

MORGAN STANLEY

CIK 0000895421

$3M298K0.00%Q2 2026 05

Fiera Capital Corp

CIK 0001505817

$2M177K0.01%Q3 2026 06

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M158K0.00%Q2 2026 07

UBS Group AG

CIK 0001610520

$1M116K0.00%Q2 2026 08

LPL Financial LLC

CIK 0001403438

$1M116K0.00%Q3 2026 09

MGO ONE SEVEN LLC

CIK 0001731444

$1M107K0.02%Q3 2026 10

WELLS FARGO & COMPANY/MN

CIK 0000072971

$1M93K0.00%Q2 2026 11

OSAIC HOLDINGS, INC.

CIK 0001677044

$994K85K0.00%Q2 2026 12

Smith Asset Management Co., LLC

CIK 0002068217

$770K71K0.63%Q3 2026 13

ACTION POINT FINANCIAL PLANNING, LLC

CIK 0002116119

$705K61K0.07%Q2 2026 14

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$685K59K0.00%Q2 2026 15

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$640K55K0.28%Q2 2026 16

1607 Capital Partners, LLC

CIK 0001436866

$570K49K0.05%Q2 2026 17

ROYAL BANK OF CANADA

CIK 0001000275

$499K43K0.00%Q2 2026 18

Pathway Financial Advisors LLC

CIK 0001738828

$475K44K0.05%Q3 2026 19

Calamos Advisors LLC

CIK 0001316507

$472K44K0.00%Q3 2026 20

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$439K41K0.01%Q3 2026

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