AI Holders Summary · Q1 2026

51 institutions reported VBF in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 27.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$16M1.1M0.33%Q1 2026 02

1607 Capital Partners, LLC

CIK 0001436866

$5M365K0.39%Q1 2026 03

Allspring Global Investments Holdings, LLC

CIK 0001890906

$4M295K0.01%Q1 2026 04

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$4M281K0.00%Q1 2026 05

MORGAN STANLEY

CIK 0000895421

$3M207K0.00%Q1 2026 06

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$3M203K0.02%Q1 2026 07

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

CIK 0002131510

$3M190K1.49%Q1 2026 08

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M156K0.00%Q1 2026 09

Invesco Ltd.

CIK 0000914208

$2M153K0.00%Q1 2026 10

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$2M140K0.02%Q1 2026 11

WealthBridge Capital Management, LLC

CIK 0001767313

$2M131K0.45%Q1 2026 12

ProVise Management Group, LLC

CIK 0001305707

$2M115K0.12%Q1 2026 13

Fiera Capital Corp

CIK 0001505817

$2M104K0.01%Q1 2026 14

Karpus Management, Inc.

CIK 0001048703

$1M72K0.03%Q1 2026 15

CITIGROUP INC

CIK 0000831001

$1M71K0.00%Q1 2026 16

BANK OF AMERICA CORP /DE/

CIK 0000070858

$1M68K0.00%Q1 2026 17

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$990K66K0.00%Q1 2026 18

LPL Financial LLC

CIK 0001403438

$934K62K0.00%Q1 2026 19

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$731K48K0.02%Q2 2026 20

Hara Capital LLC

CIK 0002010015

$583K39K0.29%Q1 2026

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