AI Holders Summary · Q1 2026

398 institutions reported BTSG in Q1 2026. Kohlberg Kravis Roberts & Co. L.P. leads at 22.6% 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

Kohlberg Kravis Roberts & Co. L.P.

CIK 0001399770

$1.8B41.8M33.33%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$1.7B24.0M0.02%Q2 2026 03

FMR LLC

CIK 0000315066

$894M21.0M0.05%Q1 2026 04

Invesco Ltd.

CIK 0000914208

$489M11.5M0.05%Q1 2026 05

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$455M10.7M0.05%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$437M6.3M0.01%Q2 2026 07

Vanguard Portfolio Management

CIK 0002100121· Index

$342M8.0M0.02%Q1 2026 08

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$325M7.6M0.22%Q1 2026 09

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$268M6.3M0.01%Q1 2026 10

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$181M4.3M0.16%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$152M3.6M0.01%Q1 2026 12

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$139M3.3M0.47%Q1 2026 13

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$133M3.6M0.04%Q1 2026 14

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$123M2.9M0.03%Q1 2026 15

Bank of New York Mellon Corp

CIK 0001390777

$118M1.7M0.02%Q2 2026 16

VOYA INVESTMENT MANAGEMENT LLC

CIK 0001068837

$87M2.0M0.09%Q1 2026 17

8 KNOTS MANAGEMENT, LLC

CIK 0001849457

$78M2.1M9.00%Q4 2025 18

BROWN ADVISORY INC

CIK 0001345929

$73M1.9M0.10%Q4 2025 19

TD ASSET MANAGEMENT INC

CIK 0001056053

$72M1.0M0.06%Q2 2026 20

FARALLON CAPITAL MANAGEMENT LLC

CIK 0000909661

$69M1.6M0.39%Q1 2026

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