AI Holders Summary · Q1 2026

267 institutions reported BUSE in Q1 2026. WELLINGTON MANAGEMENT GROUP LLP leads at 16.7% 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

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$176M7.0M0.03%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$176M7.0M0.00%Q1 2026 03

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$128M5.1M0.03%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$92M3.6M0.00%Q1 2026 05

STATE STREET CORP

CIK 0000093751

$78M3.1M0.00%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$58M2.3M0.00%Q1 2026 07

LSV ASSET MANAGEMENT

CIK 0001050470

$35M1.4M0.08%Q1 2026 08

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$34M1.3M0.02%Q1 2026 09

Savvy Advisors, Inc.

CIK 0002003633

$33M1.3M0.87%Q1 2026 10

MIRABELLA FINANCIAL SERVICES LLP

CIK 0001538853

$32M1.2M2.99%Q1 2026 11

Bank of New York Mellon Corp

CIK 0001390777

$28M1.1M0.01%Q1 2026 12

GOLDMAN SACHS GROUP INC

CIK 0000886982

$27M1.1M0.00%Q1 2026 13

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$24M963K0.00%Q1 2026 14

NORTHERN TRUST CORP

CIK 0000073124· Index

$22M865K0.00%Q1 2026 15

FMR LLC

CIK 0000315066

$21M829K0.00%Q1 2026 16

Verition Fund Management LLC

CIK 0001454027

$20M798K0.13%Q1 2026 17

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$18M721K0.01%Q1 2026 18

Vanguard Portfolio Management

CIK 0002100121· Index

$18M710K0.00%Q1 2026 19

MORGAN STANLEY

CIK 0000895421

$16M640K0.00%Q1 2026 20

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$16M633K0.32%Q1 2026

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