AI Holders Summary · Q2 2026

231 institutions reported CSR in Q2 2026. BlackRock, Inc. leads at 23.9% 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

$168M3.0M0.00%Q2 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$96M1.7M0.00%Q2 2026 03

Voss Capital, LP

CIK 0001730145

$70M1.2M3.25%Q2 2026 04

STATE STREET CORP

CIK 0000093751

$54M954K0.00%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$42M745K0.00%Q2 2026 06

SILVERCREST ASSET MANAGEMENT GROUP LLC

CIK 0001232395

$31M543K0.20%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$27M477K0.00%Q2 2026 08

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$27M476K0.00%Q2 2026 09

Delaware Management Holdings, Inc.

CIK 0000921739

$26M470K0.04%Q2 2026 10

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$20M357K0.00%Q2 2026 11

Hudson Bay Capital Management LP

CIK 0001393825

$19M335K0.05%Q2 2026 12

SYSTEMATIC FINANCIAL MANAGEMENT LP

CIK 0001085936

$17M310K0.35%Q2 2026 13

PACIFIC HEIGHTS ASSET MANAGEMENT LLC

CIK 0001323414

$17M300K0.53%Q2 2026 14

MORGAN STANLEY

CIK 0000895421

$17M294K0.00%Q2 2026 15

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$13M238K0.00%Q2 2026 16

JPMORGAN CHASE & CO

CIK 0000019617

$13M233K0.00%Q2 2026 17

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$13M226K0.02%Q2 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$12M219K0.00%Q2 2026 19

UBS Group AG

CIK 0001610520

$10M180K0.00%Q2 2026 20

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

CIK 0001033984

$9M157K0.12%Q2 2026

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