AI Holders Summary · Q1 2026

37 institutions reported VGI in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 47.2% 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

$14M1.9M0.29%Q1 2026 02

LPL Financial LLC

CIK 0001403438

$2M336K0.00%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$2M308K0.00%Q1 2026 04

Shaker Financial Services, LLC

CIK 0001511794

$1M200K0.51%Q1 2026 05

CoreCap Advisors, LLC

CIK 0001902501

$1M173K0.04%Q2 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$1M163K0.00%Q1 2026 07

Fiera Capital Corp

CIK 0001505817

$1M151K0.00%Q1 2026 08

1607 Capital Partners, LLC

CIK 0001436866

$913K124K0.07%Q1 2026 09

STIFEL FINANCIAL CORP

CIK 0000720672

$877K119K0.00%Q1 2026 10

NewEdge Advisors, LLC

CIK 0001633516

$860K117K0.00%Q1 2026 11

STEPHENS INC /AR/

CIK 0000757657

$555K75K0.01%Q1 2026 12

OSAIC HOLDINGS, INC.

CIK 0001677044

$474K64K0.00%Q1 2026 13

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$440K60K0.00%Q1 2026 14

WELLS FARGO & COMPANY/MN

CIK 0000072971

$336K46K0.00%Q1 2026 15

Total Wealth Planning & Management, Inc.

CIK 0002058383

$335K45K0.25%Q1 2026 16

Kestra Advisory Services, LLC

CIK 0001830819

$299K41K0.00%Q1 2026 17

SeaCrest Wealth Management, LLC

CIK 0001728121

$293K39K0.03%Q2 2026 18

Cetera Investment Advisers

CIK 0001666741

$193K26K0.00%Q1 2026 19

Worth Asset Management, LLC

CIK 0001927285

$183K24K0.06%Q2 2026 20

Founders Financial Alliance, LLC

CIK 0001832190

$181K25K0.03%Q1 2026

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