AI Holders Summary · Q2 2026

313 institutions reported ADEA in Q2 2026. BlackRock, Inc. leads at 20.8% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$573M17.4M0.01%Q2 2026 02

AMERIPRISE FINANCIAL INC

CIK 0000820027

$452M13.7M0.09%Q2 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$288M8.8M0.01%Q2 2026 04

FMR LLC

CIK 0000315066

$197M6.0M0.01%Q2 2026 05

STATE STREET CORP

CIK 0000093751

$160M4.8M0.00%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$158M4.8M0.00%Q2 2026 07

Neuberger Berman Group LLC

CIK 0001465109

$115M3.5M0.08%Q2 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$99M3.0M0.01%Q2 2026 09

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$92M2.8M0.02%Q2 2026 10

SYSTEMATIC FINANCIAL MANAGEMENT LP

CIK 0001085936

$82M2.5M1.63%Q2 2026 11

Boston Partners

CIK 0001386060

$78M2.4M0.07%Q2 2026 12

Rubric Capital Management LP

CIK 0001687509

$70M2.1M0.64%Q2 2026 13

LSV ASSET MANAGEMENT

CIK 0001050470

$61M2.5M0.13%Q1 2026 14

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$56M1.7M0.01%Q2 2026 15

GOLDMAN SACHS GROUP INC

CIK 0000886982

$54M1.6M0.00%Q2 2026 16

LOOMIS SAYLES & CO L P

CIK 0000312348

$46M1.4M0.06%Q2 2026 17

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$46M1.4M0.04%Q2 2026 18

Harvey Partners, LLC

CIK 0001406484

$45M2.6M4.00%Q4 2025 19

MORGAN STANLEY

CIK 0000895421

$42M1.3M0.00%Q2 2026 20

Nuveen, LLC

CIK 0001871926

$42M1.3M0.01%Q2 2026

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