AI Holders Summary · Q1 2026

64 institutions reported PIM in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 80.6% 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

$74M22.7M1.51%Q1 2026 02

PVG ASSET MANAGEMENT CORP

CIK 0000820434

$4M1.2M2.30%Q2 2026 03

Sheets Smith Investment Management

CIK 0001785199

$4M1.1M2.46%Q3 2025 04

Summit Financial, LLC

CIK 0001765536

$3M880K0.03%Q2 2026 05

SHEETS SMITH WEALTH MANAGEMENT

CIK 0001157436

$724K224K0.07%Q2 2026 06

1607 Capital Partners, LLC

CIK 0001436866

$717K222K0.06%Q2 2026 07

Shaker Financial Services, LLC

CIK 0001511794

$710K220K0.22%Q2 2026 08

Focus Partners Wealth

CIK 0001542153

$613K190K0.00%Q2 2026 09

Transform Wealth, LLC

CIK 0001682266

$562K169K0.03%Q1 2025 10

MORGAN STANLEY

CIK 0000895421

$534K165K0.00%Q2 2026 11

Penbrook Management LLC

CIK 0001381055

$475K147K0.30%Q2 2026 12

GILL CAPITAL PARTNERS, LLC

CIK 0000729563

$457K142K0.12%Q2 2026 13

WealthTrust Axiom LLC

CIK 0001425949

$441K137K0.10%Q2 2026 14

Janney Montgomery Scott LLC

CIK 0001329948

$432K132K0.00%Q1 2026 15

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$416K129K0.00%Q2 2026 16

LPL Financial LLC

CIK 0001403438

$279K86K0.00%Q2 2026 17

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$261K81K0.14%Q2 2026 18

ROYAL BANK OF CANADA

CIK 0001000275

$222K69K0.00%Q2 2026 19

Sheaff Brock Investment Advisors, LLC

CIK 0001666789

$220K66K0.02%Q1 2025 20

ECLECTIC ASSOCIATES INC /ADV

CIK 0000743482

$218K67K0.02%Q2 2026

Page 1 of 4

44 more holders available. Log in →