AI Holders Summary · Q1 2026

37 institutions reported VGI in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 47.1% 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

$3M345K0.00%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$2M321K0.00%Q2 2026 04

CoreCap Advisors, LLC

CIK 0001902501

$1M193K0.04%Q3 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$1M169K0.00%Q2 2026 06

Fiera Capital Corp

CIK 0001505817

$1M155K0.00%Q2 2026 07

Shaker Financial Services, LLC

CIK 0001511794

$1M151K0.34%Q3 2026 08

STIFEL FINANCIAL CORP

CIK 0000720672

$883K118K0.00%Q2 2026 09

NewEdge Advisors, LLC

CIK 0001633516

$873K116K0.00%Q2 2026 10

OSAIC HOLDINGS, INC.

CIK 0001677044

$673K90K0.00%Q2 2026 11

1607 Capital Partners, LLC

CIK 0001436866

$614K82K0.05%Q2 2026 12

STEPHENS INC /AR/

CIK 0000757657

$594K79K0.01%Q2 2026 13

WELLS FARGO & COMPANY/MN

CIK 0000072971

$555K74K0.00%Q2 2026 14

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$440K60K0.00%Q1 2026 15

Total Wealth Planning & Management, Inc.

CIK 0002058383

$352K47K0.24%Q2 2026 16

SeaCrest Wealth Management, LLC

CIK 0001728121

$293K39K0.03%Q2 2026 17

Kestra Advisory Services, LLC

CIK 0001830819

$290K39K0.00%Q2 2026 18

Cetera Investment Advisers

CIK 0001666741

$200K27K0.00%Q2 2026 19

Founders Financial Alliance, LLC

CIK 0001832190

$183K24K0.02%Q2 2026 20

UBS Group AG

CIK 0001610520

$145K19K0.00%Q2 2026

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