AI Holders Summary · Q1 2026

527 institutions reported CHRD in Q1 2026. BlackRock, Inc. leads at 17.6% 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

$988M6.9M0.02%Q1 2026 02

FMR LLC

CIK 0000315066

$552M3.9M0.03%Q1 2026 03

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$538M3.8M0.10%Q1 2026 04

Vanguard Portfolio Management

CIK 0002100121· Index

$417M2.9M0.02%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$364M2.6M0.01%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$343M2.4M0.01%Q1 2026 07

Invesco Ltd.

CIK 0000914208

$322M2.3M0.03%Q1 2026 08

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$292M2.1M0.19%Q1 2026 09

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$238M1.7M0.12%Q1 2026 10

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$220M1.5M0.05%Q1 2026 11

Sourcerock Group LLC

CIK 0001822531

$184M1.3M7.41%Q1 2026 12

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$170M1.2M0.01%Q1 2026 13

ADAGE CAPITAL PARTNERS GP, L.L.C.

CIK 0001165408

$169M1.2M0.26%Q1 2026 14

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$165M1.2M0.08%Q1 2026 15

UBS Group AG

CIK 0001610520

$159M1.1M0.02%Q1 2026 16

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 0000912938

$127M895K0.04%Q1 2026 17

Allspring Global Investments Holdings, LLC

CIK 0001890906

$101M734K0.17%Q1 2026 18

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$97M684K0.01%Q1 2026 19

GOLDMAN SACHS GROUP INC

CIK 0000886982

$89M623K0.01%Q1 2026 20

Bank of New York Mellon Corp

CIK 0001390777

$88M616K0.02%Q1 2026

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