AI Holders Summary · Q1 2026

557 institutions reported AM in Q1 2026. BlackRock, Inc. leads at 19.8% 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

$846M37.1M0.01%Q1 2026 02

Invesco Ltd.

CIK 0000914208

$491M21.6M0.05%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$417M18.3M0.02%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$338M14.8M0.01%Q1 2026 05

STATE STREET CORP

CIK 0000093751

$264M11.6M0.01%Q1 2026 06

TORTOISE CAPITAL ADVISORS, L.L.C.

CIK 0001280965

$254M11.2M2.65%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$226M9.9M0.01%Q1 2026 08

Bank of New York Mellon Corp

CIK 0001390777

$208M9.1M0.04%Q1 2026 09

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$206M9.0M0.04%Q1 2026 10

Neuberger Berman Group LLC

CIK 0001465109

$166M7.3M0.13%Q1 2026 11

MORGAN STANLEY

CIK 0000895421

$143M6.3M0.01%Q1 2026 12

KAYNE ANDERSON CAPITAL ADVISORS LP

CIK 0000949615

$97M4.2M1.86%Q1 2026 13

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$90M3.9M0.01%Q1 2026 14

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

CIK 0001705339

$89M3.9M0.12%Q1 2026 15

Clearbridge Investments, LLC

CIK 0001348883

$85M3.7M0.07%Q1 2026 16

NORTHERN TRUST CORP

CIK 0000073124· Index

$85M3.7M0.01%Q1 2026 17

Boston Trust Walden Corp

CIK 0001534866

$79M3.5M0.60%Q2 2026 18

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$68M3.8M0.02%Q1 2026 19

Blackstone Inc.

CIK 0001393818

$64M2.8M0.25%Q1 2026 20

Qube Research & Technologies Ltd

CIK 0001729829

$60M2.6M0.07%Q1 2026

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