AI Holders Summary · Q1 2026

198 institutions reported AMSF in Q1 2026. BlackRock, Inc. leads at 24.1% 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

$109M3.3M0.00%Q1 2026 02

Neuberger Berman Group LLC

CIK 0001465109

$58M1.7M0.04%Q1 2026 03

GOLDMAN SACHS GROUP INC

CIK 0000886982

$32M965K0.00%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$28M849K0.00%Q1 2026 05

STATE STREET CORP

CIK 0000093751

$27M799K0.00%Q1 2026 06

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$24M721K0.00%Q1 2026 07

ROYCE & ASSOCIATES LP

CIK 0000906304

$21M642K0.21%Q1 2026 08

BANK OF AMERICA CORP /DE/

CIK 0000070858

$21M624K0.00%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$19M575K0.00%Q1 2026 10

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$16M475K0.01%Q1 2026 11

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$16M468K0.00%Q1 2026 12

Auto-Owners Insurance Co

CIK 0001964189

$14M427K0.33%Q2 2026 13

Champlain Investment Partners, LLC

CIK 0001315478

$13M378K0.16%Q1 2026 14

Qube Research & Technologies Ltd

CIK 0001729829

$10M315K0.01%Q1 2026 15

Vanguard Portfolio Management

CIK 0002100121· Index

$10M287K0.00%Q1 2026 16

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$9M261K0.01%Q1 2026 17

M&G Plc

CIK 0001802539

$7M226K0.04%Q1 2026 18

PALISADE CAPITAL MANAGEMENT, LP

CIK 0001009006

$7M206K0.23%Q1 2026 19

MARSHALL WACE, LLP

CIK 0001318757

$6M165K0.01%Q4 2025 20

ProShare Advisors LLC

CIK 0001357955· Quasi-passive

$6M183K0.01%Q1 2026

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