AI Holders Summary · Q1 2026

74 institutions reported RFIL in Q1 2026. PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. leads at 22.4% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

CIK 0001238990

$8M823K0.49%Q1 2026 02

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$5M495K0.01%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$4M352K0.00%Q1 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$2M227K0.00%Q1 2026 05

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$2M191K0.00%Q1 2026 06

AMH Equity Ltd

CIK 0001600535

$2M224K2.29%Q3 2025 07

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

CIK 0001423442

$2M152K0.01%Q1 2026 08

BlackRock, Inc.

CIK 0002012383

$2M150K0.00%Q1 2026 09

RITHOLTZ WEALTH MANAGEMENT

CIK 0001698218

$1M129K0.02%Q1 2026 10

MARSHALL WACE, LLP

CIK 0001318757

$1M217K0.00%Q4 2025 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$1M108K0.00%Q1 2026 12

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$977K95K0.00%Q1 2026 13

MACKENZIE FINANCIAL CORP

CIK 0000919859

$928K90K0.00%Q1 2026 14

Trexquant Investment LP

CIK 0001633445

$906K88K0.01%Q1 2026 15

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$894K87K0.02%Q1 2026 16

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$882K86K0.00%Q1 2026 17

SEI INVESTMENTS CO

CIK 0000350894

$866K84K0.00%Q1 2026 18

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$799K78K0.00%Q1 2026 19

WELLS FARGO & COMPANY/MN

CIK 0000072971

$776K75K0.00%Q1 2026 20

Walleye Capital LLC

CIK 0001758720

$731K71K0.00%Q1 2026

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