AI Holders Summary · Q1 2026

63 institutions reported PIM in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 81.5% 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

Sheets Smith Investment Management

CIK 0001785199

$4M1.1M2.46%Q3 2025 03

PVG ASSET MANAGEMENT CORP

CIK 0000820434

$4M1.2M2.48%Q3 2026 04

Summit Financial, LLC

CIK 0001765536

$3M880K0.03%Q2 2026 05

1607 Capital Partners, LLC

CIK 0001436866

$717K222K0.06%Q2 2026 06

SHEETS SMITH WEALTH MANAGEMENT

CIK 0001157436

$677K224K0.07%Q3 2026 07

Focus Partners Wealth

CIK 0001542153

$613K190K0.00%Q2 2026 08

Shaker Financial Services, LLC

CIK 0001511794

$574K190K0.19%Q3 2026 09

MORGAN STANLEY

CIK 0000895421

$534K165K0.00%Q2 2026 10

Penbrook Management LLC

CIK 0001381055

$459K152K0.27%Q3 2026 11

WealthTrust Axiom LLC

CIK 0001425949

$441K137K0.10%Q2 2026 12

Janney Montgomery Scott LLC

CIK 0001329948

$432K132K0.00%Q1 2026 13

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$416K129K0.00%Q2 2026 14

GILL CAPITAL PARTNERS, LLC

CIK 0000729563

$341K113K0.09%Q3 2026 15

LPL Financial LLC

CIK 0001403438

$285K94K0.00%Q3 2026 16

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$244K81K0.14%Q3 2026 17

ROYAL BANK OF CANADA

CIK 0001000275

$222K69K0.00%Q2 2026 18

Baird Financial Group, Inc.

CIK 0001648711

$215K67K0.00%Q2 2026 19

Allworth Financial LP

CIK 0001555170

$214K66K0.00%Q3 2026 20

ECLECTIC ASSOCIATES INC /ADV

CIK 0000743482

$204K67K0.02%Q3 2026

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