AI Holders Summary · Q1 2026

307 institutions reported AEG in Q1 2026. DODGE & COX leads at 45.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

DODGE & COX

CIK 0000200217

$367M50.6M0.20%Q1 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$85M11.7M0.02%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$76M10.5M0.00%Q1 2026 04

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$41M5.6M0.02%Q1 2026 05

BlackRock, Inc.

CIK 0002012383

$38M5.3M0.00%Q1 2026 06

GOLDMAN SACHS GROUP INC

CIK 0000886982

$33M4.6M0.00%Q1 2026 07

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$24M3.3M0.00%Q1 2026 08

UBS Group AG

CIK 0001610520

$20M2.7M0.00%Q1 2026 09

VOLORIDGE INVESTMENT MANAGEMENT, LLC

CIK 0001556921

$19M2.4M0.07%Q4 2025 10

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$18M2.5M0.01%Q1 2026 11

ABC ARBITRAGE SA

CIK 0002049221

$13M1.6M1.43%Q2 2026 12

Quantinno Capital Management LP

CIK 0001759654

$13M1.7M0.02%Q1 2026 13

NORTHERN TRUST CORP

CIK 0000073124· Index

$11M1.5M0.00%Q1 2026 14

BNP PARIBAS FINANCIAL MARKETS

CIK 0001166588

$11M1.5M0.01%Q1 2026 15

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$10M1.4M0.01%Q1 2026 16

GRACE & WHITE INC /NY

CIK 0000903064

$8M964K1.29%Q2 2026 17

JPMORGAN CHASE & CO

CIK 0000019617

$7M1.1M0.00%Q1 2026 18

Private Wealth Asset Management, LLC

CIK 0001883006

$7M900K0.70%Q1 2026 19

Tower Research Capital LLC (TRC)

CIK 0001533421

$6M885K0.17%Q1 2026 20

CITADEL ADVISORS LLC

CIK 0001423053

$6M787K0.00%Q4 2025

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