AI Holders Summary · Q1 2026

284 institutions reported ADEA in Q1 2026. BlackRock, Inc. leads at 20.5% 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

BlackRock, Inc.

CIK 0002012383

$404M16.8M0.01%Q1 2026 02

AMERIPRISE FINANCIAL INC

CIK 0000820027

$350M14.6M0.08%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$203M8.5M0.01%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$113M4.7M0.00%Q1 2026 05

STATE STREET CORP

CIK 0000093751

$110M4.6M0.00%Q1 2026 06

FMR LLC

CIK 0000315066

$82M3.4M0.00%Q1 2026 07

Neuberger Berman Group LLC

CIK 0001465109

$78M3.2M0.06%Q1 2026 08

Rubric Capital Management LP

CIK 0001687509

$74M4.3M0.88%Q4 2025 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$68M2.8M0.00%Q1 2026 10

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$67M2.8M0.01%Q1 2026 11

SYSTEMATIC FINANCIAL MANAGEMENT LP

CIK 0001085936

$65M2.7M1.48%Q1 2026 12

LSV ASSET MANAGEMENT

CIK 0001050470

$61M2.5M0.13%Q1 2026 13

Boston Partners

CIK 0001386060

$54M2.2M0.06%Q1 2026 14

Harvey Partners, LLC

CIK 0001406484

$45M2.6M4.00%Q4 2025 15

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$45M1.9M0.04%Q1 2026 16

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$39M1.6M0.01%Q1 2026 17

LOOMIS SAYLES & CO L P

CIK 0000312348

$32M1.3M0.04%Q1 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$27M1.1M0.00%Q1 2026 19

Nuveen, LLC

CIK 0001871926

$27M1.1M0.01%Q1 2026 20

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$25M1.0M0.00%Q1 2026

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