AI Holders Summary · Q1 2026

649 institutions reported BEN in Q1 2026. Power Corp of Canada leads at 15.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(7 on this page)

#HolderValueShares% port.Quarter

Power Corp of Canada

CIK 0000801166

$745M31.6M100.00%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$679M28.8M0.01%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$474M20.1M0.01%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$470M19.6M0.02%Q1 2026 05

Vanguard Portfolio Management

CIK 0002100121· Index

$327M13.8M0.02%Q1 2026 06

Invesco Ltd.

CIK 0000914208

$320M13.6M0.03%Q1 2026 07

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$256M10.9M0.05%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$184M7.8M0.01%Q1 2026 09

Artemis Investment Management LLP

CIK 0001535385

$177M5.3M1.57%Q2 2026 10

GOLDMAN SACHS GROUP INC

CIK 0000886982

$176M7.4M0.02%Q1 2026 11

CITADEL ADVISORS LLC

CIK 0001423053

$158M6.6M0.02%Q4 2025 12

ProShare Advisors LLC

CIK 0001357955· Quasi-passive

$155M6.6M0.23%Q1 2026 13

Azora Capital LP

CIK 0001700272

$120M5.1M7.92%Q1 2026 14

MORGAN STANLEY

CIK 0000895421

$116M4.9M0.01%Q1 2026 15

Bank of New York Mellon Corp

CIK 0001390777

$108M4.6M0.02%Q1 2026 16

NORTHERN TRUST CORP

CIK 0000073124· Index

$87M3.7M0.01%Q1 2026 17

Kopernik Global Investors, LLC

CIK 0001599814

$83M3.5M5.81%Q1 2026 18

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$76M3.2M0.01%Q1 2026 19

Verition Fund Management LLC

CIK 0001454027

$71M3.0M0.46%Q1 2026 20

BARCLAYS PLC

CIK 0000312069

$66M2.8M0.02%Q1 2026

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