BUFFALO, NY
RAND CAPITAL CORPRAND— Latest position per institution from SEC 13F filings
15
Institutional holders
121.80K
Total shares held
1.88M
Estimated value
6.09K
Avg. position size
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
CIK 1423442
Shares
18.85K
Value
219.99K
Filed
Dec 31, 2025
COURIER CAPITAL LLC
CIK 1015247
Shares
15.38K
Value
156.90K
Filed
Jun 30, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
14.98K
Value
287.49K
Filed
Mar 31, 2025
NOTTINGHAM ADVISORS, INC.
CIK 1093276
Shares
14.58K
Value
280.65K
Filed
Dec 31, 2024
EWING MORRIS & CO. INVESTMENT PARTNERS LTD.
CIK 1846838
Shares
14K
Value
472.02K
Filed
Dec 31, 2024
SHUFRO ROSE & CO LLC
CIK 908195
Shares
14K
Value
142.80K
Filed
Jun 30, 2026
WNY ASSET MANAGEMENT, LLC
CIK 1803296
Shares
13.25K
Value
135.15K
Filed
Jun 30, 2026
RITHOLTZ WEALTH MANAGEMENT
CIK 1698218
Shares
11.09K
Value
125.92K
Filed
Dec 31, 2025
UBS GROUP AG
CIK 1610520
Shares
2.24K
Value
22.87K
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
2.24K
Value
22.82K
Filed
Jun 30, 2026
BULLOCK WEALTH MANAGEMENT GROUP
CIK 2067581
Shares
642.00
Value
6.34K
Filed
Sep 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
300.00
Value
5K
Filed
Jun 30, 2025
JPMORGAN CHASE & CO
CIK 19617
Shares
91.00
Value
1.05K
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
78.00
Value
1.19K
Filed
Jun 30, 2024
ANCORA ADVISORS LLC
CIK 1446114
Shares
39.00
Value
594.00
Filed
Jun 30, 2024
TCI WEALTH ADVISORS, INC.
CIK 1583751
Shares
10.00
Value
135.00
Filed
Mar 31, 2023
FARTHER FINANCE ADVISORS, LLC
CIK 1992825
Shares
9.00
Value
174.00
Filed
Mar 31, 2025
HARBOUR INVESTMENTS, INC.
CIK 810121
Shares
7.00
Value
81.00
Filed
Dec 31, 2025
FMR LLC
CIK 315066
Shares
4.00
Value
75.00
Filed
Mar 31, 2025
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.00
Value
7.00
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | 18.85K | 219.99K | Dec 31, 2025 |
| 2 | COURIER CAPITAL LLC | 1015247 | 15.38K | 156.90K | Jun 30, 2026 |
| 3 | CITADEL ADVISORS LLC | 1423053 | 14.98K | 287.49K | Mar 31, 2025 |
| 4 | NOTTINGHAM ADVISORS, INC. | 1093276 | 14.58K | 280.65K | Dec 31, 2024 |
| 5 | EWING MORRIS & CO. INVESTMENT PARTNERS LTD. | 1846838 | 14K | 472.02K | Dec 31, 2024 |
| 6 | SHUFRO ROSE & CO LLC | 908195 | 14K | 142.80K | Jun 30, 2026 |
| 7 | WNY ASSET MANAGEMENT, LLC | 1803296 | 13.25K | 135.15K | Jun 30, 2026 |
| 8 | RITHOLTZ WEALTH MANAGEMENT | 1698218 | 11.09K | 125.92K | Dec 31, 2025 |
| 9 | UBS GROUP AG | 1610520 | 2.24K | 22.87K | Jun 30, 2026 |
| 10 | OSAIC HOLDINGS, INC. | 1677044 | 2.24K | 22.82K | Jun 30, 2026 |
| 11 | BULLOCK WEALTH MANAGEMENT GROUP | 2067581 | 642.00 | 6.34K | Sep 30, 2026 |
| 12 | ROYAL BANK OF CANADA | 1000275 | 300.00 | 5K | Jun 30, 2025 |
| 13 | JPMORGAN CHASE & CO | 19617 | 91.00 | 1.05K | Mar 31, 2026 |
| 14 | BANK OF AMERICA CORP /DE/ | 70858 | 78.00 | 1.19K | Jun 30, 2024 |
| 15 | ANCORA ADVISORS LLC | 1446114 | 39.00 | 594.00 | Jun 30, 2024 |
| 16 | TCI WEALTH ADVISORS, INC. | 1583751 | 10.00 | 135.00 | Mar 31, 2023 |
| 17 | FARTHER FINANCE ADVISORS, LLC | 1992825 | 9.00 | 174.00 | Mar 31, 2025 |
| 18 | HARBOUR INVESTMENTS, INC. | 810121 | 7.00 | 81.00 | Dec 31, 2025 |
| 19 | FMR LLC | 315066 | 4.00 | 75.00 | Mar 31, 2025 |
| 20 | WELLS FARGO & COMPANY/MN | 72971 | 1.00 | 7.00 | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.