AI Holders Summary · Q2 2026

92 institutions reported PPIH in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 15.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$15M561K0.00%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

$12M424K0.00%Q2 2026 03

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$10M384K0.00%Q2 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$9M343K0.00%Q2 2026 05

CALDWELL SUTTER CAPITAL, INC.

CIK 0000702007

$6M232K2.38%Q2 2026 06

WEDBUSH SECURITIES INC

CIK 0001142495

$6M196K0.17%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$5M201K0.00%Q2 2026 08

ROYCE & ASSOCIATES LP

CIK 0000906304

$5M197K0.04%Q2 2026 09

CITADEL ADVISORS LLC

CIK 0001423053

$5M170K0.00%Q4 2025 10

MORGAN STANLEY

CIK 0000895421

$5M172K0.00%Q2 2026 11

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$4M154K0.01%Q2 2026 12

Meros Investment Management, LP

CIK 0001911372

$4M132K1.14%Q2 2026 13

STATE STREET CORP

CIK 0000093751

$2M84K0.00%Q2 2026 14

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$2M75K0.04%Q2 2026 15

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$2M71K0.00%Q2 2026 16

SHUFRO ROSE & CO LLC

CIK 0000908195

$2M70K0.11%Q2 2026 17

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$2M60K0.00%Q1 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$2M62K0.00%Q2 2026 19

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$2M57K0.00%Q2 2026 20

WELLS FARGO & COMPANY/MN

CIK 0000072971

$1M54K0.00%Q2 2026

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