AI Holders Summary · Q2 2026

395 institutions reported ATGE in Q2 2026. BlackRock, Inc. leads at 21.6% 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

$683M5.5M0.01%Q2 2026 02

FMR LLC

CIK 0000315066

$401M3.2M0.02%Q2 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$298M2.4M0.01%Q2 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$222M1.8M0.04%Q2 2026 05

ARIEL INVESTMENTS, LLC

CIK 0000936753

$221M1.8M2.20%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$184M1.5M0.00%Q2 2026 07

STATE STREET CORP

CIK 0000093751

$173M1.4M0.01%Q2 2026 08

Capital World Investors

CIK 0001422849

$133M1.1M0.02%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$111M894K0.01%Q2 2026 10

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$100M802K0.02%Q2 2026 11

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$79M630K0.03%Q2 2026 12

Boston Partners

CIK 0001386060

$71M567K0.06%Q2 2026 13

FRANKLIN RESOURCES INC

CIK 0000038777

$71M567K0.02%Q2 2026 14

Alyeska Investment Group, L.P.

CIK 0001453072

$69M552K0.18%Q2 2026 15

Fisher Asset Management, LLC

CIK 0000850529

$63M506K0.02%Q2 2026 16

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$60M483K0.01%Q2 2026 17

MORGAN STANLEY

CIK 0000895421

$59M473K0.00%Q2 2026 18

LSV ASSET MANAGEMENT

CIK 0001050470

$57M495K0.12%Q1 2026 19

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$57M491K0.01%Q1 2026 20

NORTHERN TRUST CORP

CIK 0000073124· Index

$54M435K0.01%Q2 2026

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