AI Holders Summary · Q1 2026

23 institutions reported AAME in Q1 2026. DIMENSIONAL FUND ADVISORS LP leads at 32.2% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$772K331K0.00%Q1 2026 02

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$394K169K0.01%Q1 2026 03

BlackRock, Inc.

CIK 0002012383

$251K108K0.00%Q1 2026 04

BIGLARI, SARDAR

CIK 0001334430

$247K106K0.48%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$142K61K0.00%Q1 2026 06

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$109K47K0.00%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$83K35K0.00%Q1 2026 08

Foster Victor Wealth Advisors, LLC

CIK 0001769063

$72K44K0.00%Q2 2026 09

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$65K28K0.00%Q1 2026 10

NORTHERN TRUST CORP

CIK 0000073124· Index

$61K26K0.00%Q1 2026 11

Focus Partners Wealth

CIK 0001542153

$52K18K0.00%Q4 2025 12

Teton Advisors, LLC

CIK 0002086025

$44K19K0.03%Q1 2026 13

Teton Advisors, Inc.

CIK 0001444874

$40K19K0.02%Q2 2025 14

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

CIK 0000867926

$28K17K0.01%Q2 2026 15

HB Wealth Management, LLC

CIK 0001911253

$23K10K0.00%Q1 2026 16

Vanguard Global Advisers, LLC

CIK 0001811242· Index

$15K7K0.00%Q1 2026 17

Tower Research Capital LLC (TRC)

CIK 0001533421

$2K7470.00%Q1 2026 18

UBS Group AG

CIK 0001610520

$7763330.00%Q1 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$6872950.00%Q1 2026 20

SBI Securities Co., Ltd.

CIK 0001851815

$23140.00%Q2 2026

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