AI Holders Summary · Q1 2026

243 institutions reported AORT 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

$237M6.5M0.00%Q1 2026 02

FMR LLC

CIK 0000315066

$95M2.6M0.01%Q1 2026 03

Delaware Management Holdings, Inc.

CIK 0000921739

$90M2.5M0.15%Q1 2026 04

MORGAN STANLEY

CIK 0000895421

$83M2.3M0.01%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$71M2.0M0.00%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$62M1.7M0.00%Q1 2026 07

PERCEPTIVE ADVISORS LLC

CIK 0001224962

$60M1.6M1.17%Q1 2026 08

Juniper Investment Company, LLC

CIK 0001794034

$54M1.2M18.65%Q4 2025 09

FRED ALGER MANAGEMENT, LLC

CIK 0000003520

$44M1.2M0.19%Q1 2026 10

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$42M1.2M0.01%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$41M1.1M0.00%Q1 2026 12

Vanguard Portfolio Management

CIK 0002100121· Index

$38M1.0M0.00%Q1 2026 13

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$38M1.0M0.01%Q1 2026 14

NEXT CENTURY GROWTH INVESTORS LLC

CIK 0001134007

$37M1.0M2.72%Q1 2026 15

Conestoga Capital Advisors, LLC

CIK 0001163744

$36M1.6M0.79%Q2 2026 16

LOOMIS SAYLES & CO L P

CIK 0000312348

$36M980K0.05%Q1 2026 17

Ophir Asset Management Pty Ltd

CIK 0001844640

$35M951K4.06%Q1 2026 18

GW&K Investment Management, LLC

CIK 0001082917

$27M739K0.24%Q1 2026 19

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$27M726K0.02%Q1 2026 20

SILVERCREST ASSET MANAGEMENT GROUP LLC

CIK 0001232395

$24M661K0.17%Q1 2026

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