AI Holders Summary · Q1 2026

22 institutions reported SBDS in Q1 2026. SUMMIT PARTNERS L P leads at 90.9% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

SUMMIT PARTNERS L P

CIK 0000830588

$4M1.1M0.62%Q1 2026 02

BARCLAYS PLC

CIK 0000312069

$144K38K0.00%Q1 2026 03

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$71K19K0.00%Q1 2026 04

Wealth Architects, LLC

CIK 0001611518

$64K19K0.01%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$63K17K0.00%Q1 2026 06

UBS Group AG

CIK 0001610520

$37K10K0.00%Q1 2026 07

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$26K7K0.00%Q1 2026 08

MORGAN STANLEY

CIK 0000895421

$4K1K0.00%Q1 2026 09

Tower Research Capital LLC (TRC)

CIK 0001533421

$2K4780.00%Q1 2026 10

CITIGROUP INC

CIK 0000831001

$1K3800.00%Q1 2026 11

GROUP ONE TRADING LLC

CIK 0000932540

$350930.00%Q1 2026 12

JPMORGAN CHASE & CO

CIK 0000019617

$210570.00%Q1 2026 13

MAI Capital Management

CIK 0001040197

$151400.00%Q1 2026 14

Legacy Wealth Managment, LLC/ID

CIK 0002045082

$117310.00%Q1 2026 15

FIFTH THIRD BANCORP

CIK 0000035527

$94250.00%Q1 2026 16

Advisory Services Network, LLC

CIK 0001573876

$90240.00%Q1 2026 17

NISA INVESTMENT ADVISORS, LLC

EverSource Wealth Advisors, LLC

CIK 0001710537

$41110.00%Q1 2026 20

Golden State Equity Partners

CIK 0001845003

$2670.00%Q1 2026

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