AI Holders Summary · Q1 2026

352 institutions reported CAKE in Q1 2026. BlackRock, Inc. leads at 17.5% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$365M6.7M0.01%Q1 2026 02

FMR LLC

CIK 0000315066

$324M5.9M0.02%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$152M2.8M0.01%Q1 2026 04

EARNEST PARTNERS LLC

CIK 0001102578

$114M2.1M0.47%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$111M2.0M0.00%Q1 2026 06

Invesco Ltd.

CIK 0000914208

$110M2.0M0.01%Q1 2026 07

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$109M2.0M0.32%Q1 2026 08

STATE STREET CORP

CIK 0000093751

$99M1.8M0.00%Q1 2026 09

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$97M1.8M0.05%Q1 2026 10

BANK OF AMERICA CORP /DE/

CIK 0000070858

$75M1.4M0.01%Q1 2026 11

WESTWOOD HOLDINGS GROUP INC

CIK 0001165002

$71M1.3M0.52%Q1 2026 12

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$68M1.2M0.01%Q1 2026 13

UBS Group AG

CIK 0001610520

$65M1.2M0.01%Q1 2026 14

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$63M1.1M0.00%Q1 2026 15

MORGAN STANLEY

CIK 0000895421

$57M1.0M0.00%Q1 2026 16

BAMCO INC /NY/

CIK 0001017918

$55M1.0M0.17%Q1 2026 17

HENNESSY ADVISORS INC

CIK 0001145255

$51M647K1.64%Q2 2026 18

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$34M614K0.01%Q1 2026 19

VOLORIDGE INVESTMENT MANAGEMENT, LLC

CIK 0001556921

$34M665K0.12%Q4 2025 20

Engineers Gate Manager LP

CIK 0001620220

$30M554K0.38%Q1 2026

Page 1 of 18

332 more holders available. Log in →