AI Holders Summary · Q3 2026

52 institutions reported UFI in Q3 2026. PINNACLE ASSOCIATES LTD leads at 22.4% 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

PINNACLE ASSOCIATES LTD

CIK 0000743127

$8M1.3M0.09%Q3 2026 02

Minerva Advisors LLC

CIK 0001541536

$6M1.3M3.78%Q2 2026 03

22NW, LP

CIK 0001694297

$4M852K3.87%Q2 2026 04

Peapod Lane Capital LLC

CIK 0002050979

$4M551K2.68%Q3 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$3M648K0.00%Q2 2026 06

Azarias Capital Management, L.P.

CIK 0001625279

$2M327K1.27%Q3 2026 07

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$2M446K0.00%Q2 2026 08

BlackRock, Inc.

CIK 0002012383

$2M347K0.00%Q2 2026 09

Invenomic Capital Management LP

CIK 0001769456

$1M426K0.07%Q4 2025 10

Neuberger Berman Group LLC

CIK 0001465109

$1M248K0.00%Q2 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$790K166K0.00%Q2 2026 12

UBS Group AG

CIK 0001610520

$637K134K0.00%Q2 2026 13

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$451K95K0.00%Q2 2026 14

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$442K93K0.00%Q2 2026 15

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$383K81K0.01%Q2 2026 16

STATE STREET CORP

CIK 0000093751

$293K62K0.00%Q2 2026 17

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$246K52K0.00%Q2 2026 18

Pinnacle Wealth Management Advisory Group, LLC

CIK 0001631864

$226K35K0.01%Q3 2026 19

TWO SIGMA ADVISERS, LP

CIK 0001478735

$224K64K0.00%Q4 2025 20

BCS Private Wealth Management, Inc.

CIK 0002044001

$206K43K0.06%Q2 2026

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