AI Holders Summary · Q1 2026

375 institutions reported ATGE in Q1 2026. BlackRock, Inc. leads at 21.1% 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

$603M5.2M0.01%Q1 2026 02

FMR LLC

CIK 0000315066

$306M2.7M0.02%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$279M2.4M0.01%Q1 2026 04

ARIEL INVESTMENTS, LLC

CIK 0000936753

$223M1.9M2.49%Q1 2026 05

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$204M1.8M0.04%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$172M1.5M0.00%Q1 2026 07

STATE STREET CORP

CIK 0000093751

$156M1.3M0.01%Q1 2026 08

Capital World Investors

CIK 0001422849

$119M1.0M0.02%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$98M854K0.01%Q1 2026 10

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$94M816K0.02%Q1 2026 11

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$85M741K0.05%Q1 2026 12

FRANKLIN RESOURCES INC

CIK 0000038777

$67M579K0.02%Q1 2026 13

Fisher Asset Management, LLC

CIK 0000850529

$65M566K0.02%Q1 2026 14

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$58M500K0.01%Q1 2026 15

LSV ASSET MANAGEMENT

CIK 0001050470

$57M495K0.12%Q1 2026 16

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$57M495K0.05%Q1 2026 17

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$57M491K0.01%Q1 2026 18

Boston Partners

CIK 0001386060

$55M478K0.06%Q1 2026 19

MORGAN STANLEY

CIK 0000895421

$48M419K0.00%Q1 2026 20

NORTHERN TRUST CORP

CIK 0000073124· Index

$48M414K0.01%Q1 2026

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