AI Holders Summary · Q2 2026

23 institutions reported AAME in Q2 2026. DIMENSIONAL FUND ADVISORS LP leads at 31.6% 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

$553K331K0.00%Q2 2026 02

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$268K161K0.00%Q2 2026 03

BlackRock, Inc.

CIK 0002012383

$179K107K0.00%Q2 2026 04

BIGLARI, SARDAR

CIK 0001334430

$177K106K0.28%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$102K61K0.00%Q2 2026 06

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$87K52K0.00%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$74K44K0.00%Q2 2026 08

Foster Victor Wealth Advisors, LLC

CIK 0001769063

$64K44K0.00%Q3 2026 09

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$46K28K0.00%Q2 2026 10

NORTHERN TRUST CORP

CIK 0000073124· Index

$44K27K0.00%Q2 2026 11

Teton Advisors, Inc.

CIK 0001444874

$40K19K0.02%Q2 2025 12

Teton Advisors, LLC

CIK 0002086025

$32K19K0.02%Q2 2026 13

Focus Partners Wealth

CIK 0001542153

$31K18K0.00%Q2 2026 14

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

CIK 0000867926

$22K17K0.01%Q3 2026 15

HB Wealth Management, LLC

CIK 0001911253

$13K10K0.00%Q3 2026 16

Vanguard Global Advisers, LLC

CIK 0001811242· Index

$11K7K0.00%Q2 2026 17

Fortitude Family Office, LLC

CIK 0001950506

$4K3K0.00%Q3 2026 18

Tower Research Capital LLC (TRC)

CIK 0001533421

$1K7870.00%Q2 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$4922950.00%Q2 2026 20

UBS Group AG

CIK 0001610520

$3041820.00%Q2 2026

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