AI Holders Summary · Q1 2026

30 institutions reported SOTK in Q1 2026. VANGUARD CAPITAL MANAGEMENT LLC leads at 25.8% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$1M361K0.00%Q1 2026 02

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$650K160K0.00%Q1 2026 03

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$552K136K0.00%Q1 2026 04

M&T BANK CORP

CIK 0000036270

$490K80K0.00%Q2 2026 05

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$362K89K0.00%Q1 2026 06

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$271K67K0.00%Q1 2026 07

Benin Management CORP

CIK 0001352871

$264K43K0.05%Q2 2026 08

STIFEL FINANCIAL CORP

CIK 0000720672

$244K60K0.00%Q1 2026 09

Beaumont Financial Advisors, LLC

CIK 0001957394

$224K37K0.01%Q2 2026 10

BARD ASSOCIATES INC

CIK 0001105907

$213K52K0.05%Q1 2026 11

NORTHERN TRUST CORP

CIK 0000073124· Index

$176K43K0.00%Q1 2026 12

Topline Capital Management, LLC

CIK 0001792549

$143K35K0.02%Q1 2026 13

HM PAYSON & CO

CIK 0000928052

$95K16K0.00%Q2 2026 14

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$89K22K0.00%Q1 2026 15

PEAK FINANCIAL ADVISORS LLC

CIK 0001843309

$89K15K0.04%Q2 2026 16

BlackRock, Inc.

CIK 0002012383

$83K20K0.00%Q1 2026 17

CITADEL ADVISORS LLC

CIK 0001423053

$83K20K0.00%Q4 2025 18

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$78K19K0.00%Q1 2026 19

STATE STREET CORP

CIK 0000093751

$55K14K0.00%Q1 2026 20

Focused Wealth Management, Inc

CIK 0001586052

$52K13K0.01%Q1 2026

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