AI Holders Summary · Q2 2026

319 institutions reported AEG in Q2 2026. DODGE & COX leads at 42.4% 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

$377M44.6M0.20%Q2 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$110M13.0M0.02%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$50M5.9M0.00%Q2 2026 04

GOLDMAN SACHS GROUP INC

CIK 0000886982

$45M5.3M0.00%Q2 2026 05

BlackRock, Inc.

CIK 0002012383

$44M5.2M0.00%Q2 2026 06

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$41M4.8M0.02%Q2 2026 07

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

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

Qube Research & Technologies Ltd

CIK 0001729829

$24M2.8M0.02%Q2 2026 09

JPMORGAN CHASE & CO

CIK 0000019617

$22M2.6M0.00%Q2 2026 10

Quantinno Capital Management LP

CIK 0001759654

$22M2.6M0.03%Q2 2026 11

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$21M2.5M0.01%Q2 2026 12

UBS Group AG

CIK 0001610520

$20M2.4M0.00%Q2 2026 13

VOLORIDGE INVESTMENT MANAGEMENT, LLC

CIK 0001556921

$19M2.4M0.07%Q4 2025 14

ABC ARBITRAGE SA

CIK 0002049221

$13M1.6M1.43%Q2 2026 15

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$13M1.5M0.01%Q2 2026 16

NORTHERN TRUST CORP

CIK 0000073124· Index

$12M1.5M0.00%Q2 2026 17

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$10M1.2M0.00%Q2 2026 18

GRACE & WHITE INC /NY

CIK 0000903064

$8M964K1.29%Q2 2026 19

Private Wealth Asset Management, LLC

CIK 0001883006

$8M900K0.73%Q2 2026 20

CAPITAL FUND MANAGEMENT S.A.

CIK 0001323645

$7M854K0.03%Q2 2026

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