AI Holders Summary · Q1 2026

786 institutions reported AVB in Q1 2026. BlackRock, Inc. leads at 19.6% 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

$2.9B17.5M0.05%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$2.0B12.2M0.10%Q1 2026 03

STATE STREET CORP

CIK 0000093751

$1.5B9.3M0.05%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$1.5B9.2M0.04%Q1 2026 05

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$726M4.4M0.39%Q1 2026 06

JPMORGAN CHASE & CO

CIK 0000019617

$722M4.5M0.05%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$697M4.3M0.04%Q1 2026 08

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$643M3.9M0.07%Q1 2026 09

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$561M3.4M0.09%Q1 2026 10

NORTHERN TRUST CORP

CIK 0000073124· Index

$435M2.7M0.06%Q1 2026 11

GOLDMAN SACHS GROUP INC

CIK 0000886982

$366M2.2M0.04%Q1 2026 12

BANK OF AMERICA CORP /DE/

CIK 0000070858

$360M2.2M0.03%Q1 2026 13

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$349M2.1M0.07%Q1 2026 14

Legal & General Group Plc

CIK 0000764068

$330M2.0M0.08%Q1 2026 15

Invesco Ltd.

CIK 0000914208

$313M1.9M0.03%Q1 2026 16

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK 0000861177

$284M1.7M0.06%Q1 2026 17

MORGAN STANLEY

CIK 0000895421

$272M1.7M0.02%Q1 2026 18

AMERIPRISE FINANCIAL INC

CIK 0000820027

$266M1.6M0.06%Q1 2026 19

CANADA PENSION PLAN INVESTMENT BOARD

CIK 0001283718

$207M1.1M0.14%Q4 2025 20

FMR LLC

CIK 0000315066

$193M1.2M0.01%Q1 2026

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