AI Holders Summary · Q4 2025

69 institutions reported UBFO in Q4 2025. Bridgewealth Advisory Group, LLC leads at 18.6% 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

Bridgewealth Advisory Group, LLC

CIK 0001801982

$12M1.2M2.71%Q4 2025 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$10M927K0.00%Q1 2026 03

Fourthstone LLC

CIK 0001767803

$7M664K1.18%Q1 2026 04

BlackRock, Inc.

CIK 0002012383

$7M650K0.00%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$6M585K0.00%Q1 2026 06

BANC FUNDS CO LLC

CIK 0001029311

$6M532K1.04%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$3M303K0.00%Q1 2026 08

GLAZER CAPITAL, LLC

CIK 0001076809

$3M252K0.06%Q1 2026 09

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$2M160K0.03%Q1 2026 10

STATE STREET CORP

CIK 0000093751

$2M143K0.00%Q1 2026 11

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$1M114K0.00%Q1 2026 12

NORTHERN TRUST CORP

CIK 0000073124· Index

$1M101K0.00%Q1 2026 13

Destination Wealth Management

CIK 0001278573

$993K95K0.03%Q1 2026 14

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$990K94K0.00%Q1 2026 15

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$931K92K0.00%Q1 2026 16

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$920K88K0.00%Q1 2026 17

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$876K83K0.00%Q1 2026 18

Vanguard Portfolio Management

CIK 0002100121· Index

$841K80K0.00%Q1 2026 19

Empowered Funds, LLC

CIK 0001592828

$776K74K0.01%Q1 2026 20

GOLDMAN SACHS GROUP INC

CIK 0000886982

$679K65K0.00%Q1 2026

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