AI Holders Summary · Q1 2026

176 institutions reported AVO in Q1 2026. BlackRock, Inc. leads at 17.3% 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

$48M3.5M0.00%Q1 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$42M3.0M0.01%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$24M1.7M0.00%Q1 2026 04

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$18M1.3M0.01%Q1 2026 05

Slotnik Capital, LLC

CIK 0001963764

$15M1.1M4.49%Q1 2026 06

Fourth Sail Capital LP

CIK 0001803158

$15M1.1M2.51%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$15M1.1M0.00%Q1 2026 08

STATE STREET CORP

CIK 0000093751

$14M1.0M0.00%Q1 2026 09

BALYASNY ASSET MANAGEMENT L.P.

CIK 0001218710

$12M889K0.02%Q1 2026 10

Platform Wealth Management, LLC

CIK 0002110622

$12M1.0M3.23%Q4 2025 11

Integrated Advisors Network LLC

CIK 0001660177

$11M813K0.59%Q1 2026 12

Vanguard Portfolio Management

CIK 0002100121· Index

$11M782K0.00%Q1 2026 13

GOLDMAN SACHS GROUP INC

CIK 0000886982

$6M446K0.00%Q1 2026 14

BANK OF AMERICA CORP /DE/

CIK 0000070858

$6M444K0.00%Q1 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$5M384K0.00%Q1 2026 16

Quantinno Capital Management LP

CIK 0001759654

$5M362K0.01%Q1 2026 17

LMR Partners LLP

CIK 0001578621

$5M347K0.01%Q1 2026 18

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$5M346K0.00%Q1 2026 19

NUANCE INVESTMENTS, LLC

CIK 0001473182

$4M302K0.58%Q1 2026 20

Invesco Ltd.

CIK 0000914208

$4M283K0.00%Q1 2026

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