AI Holders Summary · Q1 2026

53 institutions reported PFO in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 38.8% 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

$14M1.5M0.28%Q1 2026 02

CIBC Bancorp USA Inc.

CIK 0001711924

$5M589K0.01%Q2 2026 03

Advisors Asset Management, Inc.

CIK 0001297376

$3M351K0.05%Q1 2026 04

1607 Capital Partners, LLC

CIK 0001436866

$2M200K0.16%Q2 2026 05

Private Advisor Group, LLC

CIK 0001567755

$2M176K0.01%Q2 2026 06

Fiera Capital Corp

CIK 0001505817

$1M129K0.00%Q3 2026 07

Pathstone Holdings, LLC

CIK 0002011612

$938K102K0.00%Q2 2026 08

Noble Wealth Management PBC

CIK 0002055065

$845K98K0.38%Q3 2026 09

Closed-End Fund Advisors, Inc.

CIK 0002103520

$786K91K0.82%Q3 2026 10

D.A. DAVIDSON & CO.

CIK 0001080107

$772K89K0.00%Q3 2026 11

MUSTICO FINANCIAL GROUP, INC.

CIK 0002034361

$757K84K0.49%Q2 2026 12

MORGAN STANLEY

CIK 0000895421

$718K78K0.00%Q2 2026 13

NAPA WEALTH MANAGEMENT

CIK 0001602844

$546K56K0.26%Q3 2025 14

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$544K63K0.00%Q3 2026 15

Atlas Wealth LLC

CIK 0001964106

$531K57K0.08%Q2 2026 16

Arax Advisory Partners

CIK 0001586767

$499K54K0.00%Q2 2026 17

LPL Financial LLC

CIK 0001403438

$483K56K0.00%Q3 2026 18

Baird Financial Group, Inc.

CIK 0001648711

$387K42K0.00%Q2 2026 19

Sowell Financial Services LLC

CIK 0001633697

$337K39K0.01%Q3 2026 20

WELLS FARGO & COMPANY/MN

CIK 0000072971

$333K36K0.00%Q2 2026

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