AI Holders Summary · Q3 2026

57 institutions reported ULBI in Q3 2026. Visionary Wealth Advisors leads at 22.5% 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

Visionary Wealth Advisors

CIK 0001802984

$7M1.1M0.28%Q3 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$6M887K0.00%Q3 2026 03

Janney Montgomery Scott LLC

CIK 0001329948

$3M518K0.01%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$3M465K0.00%Q2 2026 05

Truffle Hound Capital, LLC

CIK 0001595862

$2M250K0.34%Q2 2026 06

RBF Capital, LLC

CIK 0001134621

$1M219K0.06%Q2 2026 07

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$1M172K0.00%Q2 2026 08

Teton Advisors, Inc.

CIK 0001444874

$990K110K0.60%Q2 2025 09

Connor, Clark & Lunn Investment Management Ltd.

CIK 0001596800

$980K155K0.00%Q2 2026 10

BlackRock, Inc.

CIK 0002012383

$976K154K0.00%Q2 2026 11

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$864K137K0.00%Q2 2026 12

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$801K127K0.00%Q2 2026 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$720K111K0.00%Q3 2026 14

Teton Advisors, LLC

CIK 0002086025

$689K109K0.40%Q2 2026 15

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$487K76K0.00%Q3 2026 16

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$401K63K0.00%Q2 2026 17

PERRITT CAPITAL MANAGEMENT INC

CIK 0001279342

$400K70K0.67%Q4 2025 18

Russell Investments Group, Ltd.

CIK 0001692234

$388K60K0.00%Q3 2026 19

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$377K60K0.01%Q2 2026 20

Ancora Advisors LLC

CIK 0001446114

$355K56K0.01%Q2 2026

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