AI Holders Summary · Q1 2026

56 institutions reported UFI in Q1 2026. Minerva Advisors LLC leads at 17.0% 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

$4M1.3M2.90%Q1 2026 02

PINNACLE ASSOCIATES LTD

CIK 0000743127

$3M855K0.04%Q1 2026 03

22NW, LP

CIK 0001694297

$3M852K2.09%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$2M659K0.00%Q1 2026 05

Azarias Capital Management, L.P.

CIK 0001625279

$2M457K0.94%Q2 2026 06

Peapod Lane Capital LLC

CIK 0002050979

$2M573K1.68%Q1 2026 07

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$2M531K0.00%Q1 2026 08

Invenomic Capital Management LP

CIK 0001769456

$1M426K0.07%Q4 2025 09

BlackRock, Inc.

CIK 0002012383

$1M333K0.00%Q1 2026 10

Neuberger Berman Group LLC

CIK 0001465109

$969K271K0.00%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$648K181K0.00%Q1 2026 12

LGL PARTNERS, LLC

CIK 0001653202

$603K169K0.25%Q1 2026 13

CITADEL ADVISORS LLC

CIK 0001423053

$493K141K0.00%Q4 2025 14

UBS Group AG

CIK 0001610520

$385K108K0.00%Q1 2026 15

Marquette Asset Management, LLC

CIK 0001395067

$374K79K0.05%Q2 2026 16

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$336K94K0.00%Q1 2026 17

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$273K76K0.01%Q1 2026 18

TWO SIGMA ADVISERS, LP

CIK 0001478735

$224K64K0.00%Q4 2025 19

STATE STREET CORP

CIK 0000093751

$220K62K0.00%Q1 2026 20

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$187K52K0.00%Q1 2026

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