AI Holders Summary · Q2 2026

86 institutions reported AOMR in Q2 2026. MORGAN STANLEY leads at 33.2% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$47M5.2M0.00%Q2 2026 02

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$19M2.1M0.01%Q2 2026 03

DAVIDSON KEMPNER CAPITAL MANAGEMENT LP

CIK 0001595082

$17M1.9M0.20%Q2 2026 04

BlackRock, Inc.

CIK 0002012383

$12M1.3M0.00%Q2 2026 05

MASTERS CAPITAL MANAGEMENT LLC

CIK 0001104186

$9M1.0M0.23%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$8M884K0.00%Q2 2026 07

JACOBS ASSET MANAGEMENT, LLC

CIK 0001351063

$4M445K2.54%Q2 2026 08

STATE STREET CORP

CIK 0000093751

$4M431K0.00%Q2 2026 09

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$4M400K0.03%Q2 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$4M397K0.00%Q2 2026 11

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M223K0.00%Q2 2026 12

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$2M199K0.05%Q2 2026 13

JPMORGAN CHASE & CO

CIK 0000019617

$2M184K0.00%Q2 2026 14

North Ground Capital

CIK 0002055446

$1M164K1.79%Q2 2026 15

UBS Group AG

CIK 0001610520

$1M151K0.00%Q2 2026 16

NORTHERN TRUST CORP

CIK 0000073124· Index

$1M146K0.00%Q2 2026 17

Penserra Capital Management LLC

CIK 0001593324

$1M141K0.01%Q1 2026 18

Vanguard Portfolio Management

CIK 0002100121· Index

$1M114K0.00%Q2 2026 19

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$958K105K0.00%Q2 2026 20

Vivaldi Capital Management LP

CIK 0001682021

$931K113K0.13%Q1 2026

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