AI Holders Summary · Q1 2026

263 institutions reported AESI in Q1 2026. BlackRock, Inc. leads at 20.1% 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

$151M11.5M0.00%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$64M4.8M0.00%Q1 2026 03

COOPERMAN LEON G

CIK 0000898382

$54M4.1M1.76%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$46M3.5M0.00%Q1 2026 05

STATE STREET CORP

CIK 0000093751

$44M3.4M0.00%Q1 2026 06

BARROW HANLEY MEWHINNEY & STRAUSS LLC

CIK 0000313028

$41M3.1M0.14%Q1 2026 07

JANUS HENDERSON GROUP PLC

CIK 0001274173

$34M2.6M0.02%Q1 2026 08

COOKE & BIELER LP

CIK 0000024386

$33M2.5M0.37%Q1 2026 09

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$32M2.5M0.01%Q1 2026 10

UBS Group AG

CIK 0001610520

$31M2.4M0.00%Q1 2026 11

WASATCH ADVISORS LP

CIK 0000814133

$30M1.8M0.20%Q2 2026 12

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$24M1.9M0.00%Q1 2026 13

VILLERE ST DENIS J & CO LLC

CIK 0001113629

$24M1.9M2.69%Q1 2026 14

Pine Ridge Advisers LLC

CIK 0001845915

$24M1.8M1.49%Q1 2026 15

GOLDMAN SACHS GROUP INC

CIK 0000886982

$24M1.8M0.00%Q1 2026 16

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$20M1.5M0.00%Q1 2026 17

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$19M1.5M0.00%Q1 2026 18

FRANKLIN RESOURCES INC

CIK 0000038777

$18M1.4M0.00%Q1 2026 19

Venturi Wealth Management, LLC

CIK 0001666363

$18M1.1M0.70%Q2 2026 20

AMERIPRISE FINANCIAL INC

CIK 0000820027

$18M1.4M0.00%Q1 2026

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