AI Holders Summary · Q1 2026

28 institutions reported SER in Q1 2026. Sio Capital Management, LLC leads at 65.5% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

Sio Capital Management, LLC

CIK 0001482416

$2M1.0M0.28%Q1 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$309K159K0.00%Q1 2026 03

Waverly Advisors, LLC

CIK 0001568787

$131K67K0.00%Q1 2026 04

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$126K65K0.00%Q1 2026 05

BlackRock, Inc.

CIK 0002012383

$113K58K0.00%Q1 2026 06

BROADWOOD CAPITAL INC

CIK 0001278387

$104K54K0.01%Q4 2025 07

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$77K40K0.00%Q1 2026 08

Keel Point, LLC

CIK 0001386935

$42K22K0.00%Q1 2026 09

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$39K20K0.00%Q1 2026 10

Avidian Wealth Enterprises, LLC

CIK 0001471474

$36K19K0.00%Q1 2026 11

STATE STREET CORP

CIK 0000093751

$25K13K0.00%Q1 2026 12

Caitong International Asset Management Co., Ltd

CIK 0001963355

$8K4K0.00%Q1 2026 13

WELLS FARGO & COMPANY/MN

Tower Research Capital LLC (TRC)

CIK 0001533421

$2K8430.00%Q1 2026 16

Vanguard Global Advisers, LLC

CIK 0001811242· Index

$7143680.00%Q1 2026 17

Piscataqua Savings Bank

CIK 0001855835

$54280.00%Q2 2026 18

Advisory Services Network, LLC

CIK 0001573876

$27140.00%Q1 2026 19

Pacifica Partners Inc.

CIK 0001799900

$1680.00%Q1 2026 20

ALBION FINANCIAL GROUP /UT

CIK 0001054677

$1680.00%Q1 2026

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