AI Holders Summary · Q1 2026

66 institutions reported RIV in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 27.7% 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

$28M2.5M0.56%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$22M1.9M0.00%Q2 2026 03

Penserra Capital Management LLC

CIK 0001593324

$8M746K0.10%Q1 2026 04

LPL Financial LLC

CIK 0001403438

$7M596K0.00%Q2 2026 05

Arete Wealth Advisors, LLC

CIK 0001600151

$5M440K0.34%Q2 2026 06

BANK OF AMERICA CORP /DE/

CIK 0000070858

$4M332K0.00%Q2 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$3M292K0.00%Q2 2026 08

Yakira Capital Management, Inc.

CIK 0001584639

$3M233K0.77%Q2 2026 09

Everstar Asset Management, LLC

CIK 0002023744

$2M214K1.20%Q2 2026 10

ROYAL BANK OF CANADA

CIK 0001000275

$2M200K0.00%Q2 2026 11

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$2M195K0.09%Q4 2025 12

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$2M177K0.00%Q2 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M170K0.00%Q2 2026 14

PRINCIPAL SECURITIES, INC.

CIK 0000012600

$2M169K0.02%Q2 2026 15

Baird Financial Group, Inc.

CIK 0001648711

$1M119K0.00%Q2 2026 16

Tennessee Valley Asset Management Partners

CIK 0001826790

$1M114K0.15%Q2 2026 17

Marks Group Wealth Management, Inc

CIK 0001802473

$1M108K0.11%Q2 2026 18

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M100K0.00%Q2 2026 19

Advisory Solutions Group, LLC

CIK 0002147643

$1M99K0.22%Q3 2026 20

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

CIK 0001109767

$995K85K0.05%Q2 2026

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