AI Holders Summary · Q2 2026

45 institutions reported BEAT in Q2 2026. VANGUARD CAPITAL MANAGEMENT LLC leads at 26.8% 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

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$2M2.1M0.00%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

$741K988K0.00%Q2 2026 03

CORSAIR CAPITAL MANAGEMENT, L.P.

CIK 0001276470

$684K913K0.09%Q2 2026 04

Bleichroeder LP

CIK 0001781002

$469K625K0.08%Q2 2026 05

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$360K479K0.00%Q2 2026 06

Beacon Pointe Advisors, LLC

CIK 0001744317

$302K247K0.00%Q1 2026 07

Smith Salley Wealth Management

CIK 0001482012

$276K368K0.01%Q2 2026 08

UBS Group AG

CIK 0001610520

$224K299K0.00%Q2 2026 09

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$206K275K0.00%Q2 2026 10

Sigma Planning Corp

CIK 0001449126

$186K248K0.00%Q2 2026 11

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

CIK 0001423442

$156K208K0.00%Q2 2026 12

RITHOLTZ WEALTH MANAGEMENT

CIK 0001698218

$156K208K0.00%Q2 2026 13

KESTRA PRIVATE WEALTH SERVICES, LLC

CIK 0001649451

$130K173K0.00%Q2 2026 14

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$101K134K0.00%Q2 2026 15

STATE STREET CORP

CIK 0000093751

$94K125K0.00%Q2 2026 16

NORTHERN TRUST CORP

CIK 0000073124· Index

$76K101K0.00%Q2 2026 17

Spectrum Asset Management, Inc. (NB/CA)

CIK 0001632078

$75K100K0.02%Q2 2026 18

Cannon Financial Strategists, Inc.

CIK 0002031123

$55K73K0.01%Q2 2026 19

MORGAN STANLEY

CIK 0000895421

$43K57K0.00%Q2 2026 20

XTX Topco Ltd

CIK 0001828301

$41K54K0.00%Q2 2026

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