AI Holders Summary · Q1 2026

65 institutions reported PIM in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 82.2% 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

1607 Capital Partners, LLC

CIK 0001436866

$1M343K0.08%Q1 2026 05

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$834K255K0.00%Q1 2026 06

SHEETS SMITH WEALTH MANAGEMENT

CIK 0001157436

$724K224K0.07%Q2 2026 07

Shaker Financial Services, LLC

CIK 0001511794

$710K220K0.22%Q2 2026 08

Focus Partners Wealth

CIK 0001542153

$633K190K0.00%Q4 2025 09

Transform Wealth, LLC

CIK 0001682266

$562K169K0.03%Q1 2025 10

MORGAN STANLEY

CIK 0000895421

$561K172K0.00%Q1 2026 11

Penbrook Management LLC

CIK 0001381055

$481K147K0.36%Q1 2026 12

GILL CAPITAL PARTNERS, LLC

CIK 0000729563

$457K140K0.13%Q1 2026 13

Janney Montgomery Scott LLC

CIK 0001329948

$432K132K0.00%Q1 2026 14

WealthTrust Axiom LLC

CIK 0001425949

$379K116K0.09%Q1 2026 15

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$265K81K0.15%Q1 2026 16

LPL Financial LLC

CIK 0001403438

$241K74K0.00%Q1 2026 17

ROYAL BANK OF CANADA

CIK 0001000275

$225K69K0.00%Q1 2026 18

Sheaff Brock Investment Advisors, LLC

CIK 0001666789

$220K66K0.02%Q1 2025 19

ECLECTIC ASSOCIATES INC /ADV

CIK 0000743482

$218K67K0.02%Q2 2026 20

Allworth Financial LP

CIK 0001555170

$217K66K0.00%Q1 2026

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