AI Holders Summary · Q1 2026

233 institutions reported CSR in Q1 2026. BlackRock, Inc. leads at 24.1% 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

$167M2.9M0.00%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$96M1.7M0.01%Q1 2026 03

STATE STREET CORP

CIK 0000093751

$55M939K0.00%Q1 2026 04

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$50M872K0.01%Q1 2026 05

Voss Capital, LP

CIK 0001730145

$46M801K2.44%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$42M732K0.00%Q1 2026 07

SILVERCREST ASSET MANAGEMENT GROUP LLC

CIK 0001232395

$35M602K0.25%Q1 2026 08

Delaware Management Holdings, Inc.

CIK 0000921739

$27M477K0.05%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$26M449K0.00%Q1 2026 10

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$20M346K0.00%Q1 2026 11

SYSTEMATIC FINANCIAL MANAGEMENT LP

CIK 0001085936

$17M303K0.40%Q1 2026 12

PACIFIC HEIGHTS ASSET MANAGEMENT LLC

CIK 0001323414

$16M275K0.53%Q1 2026 13

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$15M258K0.02%Q1 2026 14

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$14M239K0.00%Q1 2026 15

CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC

CIK 0001033984

$13M231K0.20%Q1 2026 16

NORTHERN TRUST CORP

CIK 0000073124· Index

$12M206K0.00%Q1 2026 17

MORGAN STANLEY

CIK 0000895421

$12M202K0.00%Q1 2026 18

Long Pond Capital, LP

CIK 0001499066

$11M190K1.04%Q1 2026 19

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$11M190K0.00%Q1 2026 20

JPMORGAN CHASE & CO

CIK 0000019617

$10M182K0.00%Q1 2026

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