AI Holders Summary · Q1 2026

311 institutions reported CATY in Q1 2026. BlackRock, Inc. leads at 25.7% 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

BlackRock, Inc.

CIK 0002012383

$486M9.7M0.01%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$203M4.1M0.01%Q1 2026 03

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$202M4.1M0.04%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$172M3.5M0.01%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$144M2.9M0.00%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$87M1.7M0.01%Q1 2026 07

Invesco Ltd.

CIK 0000914208

$84M1.7M0.01%Q1 2026 08

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$80M1.6M0.04%Q1 2026 09

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$55M1.1M0.04%Q1 2026 10

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 0000912938

$46M915K0.02%Q1 2026 11

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$45M905K0.01%Q1 2026 12

NORTHERN TRUST CORP

CIK 0000073124· Index

$40M810K0.01%Q1 2026 13

GOLDMAN SACHS GROUP INC

CIK 0000886982

$35M705K0.00%Q1 2026 14

LSV ASSET MANAGEMENT

CIK 0001050470

$34M678K0.07%Q1 2026 15

GW&K Investment Management, LLC

CIK 0001082917

$33M665K0.29%Q1 2026 16

Bank of New York Mellon Corp

CIK 0001390777

$32M642K0.01%Q1 2026 17

Boston Trust Walden Corp

CIK 0001534866

$31M500K0.24%Q2 2026 18

MORGAN STANLEY

CIK 0000895421

$31M612K0.00%Q1 2026 19

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$27M533K0.09%Q1 2026 20

Qube Research & Technologies Ltd

CIK 0001729829

$23M461K0.03%Q1 2026

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