AI Holders Summary · Q1 2026

520 institutions reported CHE in Q1 2026. BlackRock, Inc. leads at 17.3% 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

$505M1.3M0.01%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$308M816K0.02%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$240M636K0.01%Q1 2026 04

JPMORGAN CHASE & CO

CIK 0000019617

$187M501K0.01%Q1 2026 05

STATE STREET CORP

CIK 0000093751

$175M462K0.01%Q1 2026 06

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$157M416K0.07%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$155M411K0.01%Q1 2026 08

Van Berkom & Associates Inc.

CIK 0001524408

$125M330K2.04%Q1 2026 09

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$116M307K0.16%Q1 2026 10

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$114M302K0.09%Q1 2026 11

TD ASSET MANAGEMENT INC

CIK 0001056053

$106M280K0.09%Q1 2026 12

Epoch Investment Partners, Inc.

CIK 0001305841

$94M250K0.57%Q1 2026 13

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$94M248K0.02%Q1 2026 14

Neuberger Berman Group LLC

CIK 0001465109

$91M242K0.07%Q1 2026 15

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$89M236K0.06%Q1 2026 16

MORGAN STANLEY

CIK 0000895421

$86M227K0.01%Q1 2026 17

Boston Trust Walden Corp

CIK 0001534866

$78M205K0.64%Q1 2026 18

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$70M185K0.21%Q1 2026 19

Impax Asset Management Group plc

CIK 0001749768

$67M176K0.46%Q1 2026 20

NORTHERN TRUST CORP

CIK 0000073124· Index

$66M175K0.01%Q1 2026

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