AI Holders Summary · Q2 2026

38 institutions reported SIF in Q2 2026. Minerva Advisors LLC leads at 28.6% 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

Minerva Advisors LLC

CIK 0001541536

$11M456K6.74%Q2 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$4M170K0.00%Q2 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$4M163K0.00%Q2 2026 04

RBF Capital, LLC

CIK 0001134621

$4M159K0.15%Q2 2026 05

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$3M107K0.00%Q2 2026 06

Wealthspire Advisors, LLC

CIK 0001646247

$2M98K0.01%Q2 2026 07

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$2M73K0.00%Q2 2026 08

Informed Momentum Co LLC

CIK 0001510989

$1M56K0.12%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$1M44K0.00%Q2 2026 10

Topline Capital Management, LLC

CIK 0001792549

$833K36K0.22%Q2 2026 11

SEI INVESTMENTS CO

CIK 0000350894

$780K33K0.00%Q2 2026 12

BlackRock, Inc.

CIK 0002012383

$647K28K0.00%Q2 2026 13

AMERIPRISE FINANCIAL INC

CIK 0000820027

$601K26K0.00%Q2 2026 14

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$597K26K0.00%Q2 2026 15

MARSHALL WACE, LLP

CIK 0001318757

$569K24K0.00%Q2 2026 16

STATE STREET CORP

CIK 0000093751

$496K21K0.00%Q2 2026 17

MORGAN STANLEY

CIK 0000895421

$488K21K0.00%Q2 2026 18

XTX Topco Ltd

CIK 0001828301

$446K19K0.01%Q2 2026 19

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$426K18K0.00%Q2 2026 20

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$399K17K0.01%Q2 2026

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