AI Holders Summary · Q1 2026

51 institutions reported VBF in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 26.8% 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

Allspring Global Investments Holdings, LLC

CIK 0001890906

$6M398K0.01%Q2 2026 03

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$6M383K0.00%Q2 2026 04

1607 Capital Partners, LLC

CIK 0001436866

$5M365K0.39%Q1 2026 05

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$3M210K0.02%Q2 2026 06

MORGAN STANLEY

CIK 0000895421

$3M173K0.00%Q2 2026 07

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

CIK 0002131510

$3M172K1.23%Q2 2026 08

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M158K0.00%Q2 2026 09

Invesco Ltd.

CIK 0000914208

$2M138K0.00%Q2 2026 10

WealthBridge Capital Management, LLC

CIK 0001767313

$2M126K0.38%Q2 2026 11

Fiera Capital Corp

CIK 0001505817

$2M107K0.01%Q2 2026 12

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$1M95K0.00%Q2 2026 13

Kestra Advisory Services, LLC

CIK 0001830819

$1M92K0.00%Q2 2026 14

ProVise Management Group, LLC

CIK 0001305707

$1M90K0.09%Q2 2026 15

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$1M74K0.01%Q2 2026 16

Karpus Management, Inc.

CIK 0001048703

$1M72K0.03%Q1 2026 17

BANK OF AMERICA CORP /DE/

CIK 0000070858

$1M67K0.00%Q2 2026 18

Hara Capital LLC

CIK 0002010015

$932K61K0.49%Q2 2026 19

LPL Financial LLC

CIK 0001403438

$891K59K0.00%Q2 2026 20

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$731K48K0.02%Q2 2026

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