AI Holders Summary · Q1 2026

32 institutions reported CTM in Q1 2026. VANGUARD CAPITAL MANAGEMENT LLC leads at 37.7% 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

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$2M3.1M0.00%Q1 2026 02

Meridian Wealth Management, LLC

CIK 0001697300

$621K863K0.02%Q2 2026 03

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$557K945K0.00%Q1 2026 04

CAPTRUST FINANCIAL ADVISORS

CIK 0001512024

$369K626K0.00%Q1 2026 05

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$247K418K0.00%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$219K304K0.00%Q2 2026 07

BlackRock, Inc.

CIK 0002012383

$191K265K0.00%Q2 2026 08

Savvy Advisors, Inc.

CIK 0002003633

$159K220K0.00%Q2 2026 09

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$140K237K0.00%Q1 2026 10

NORTHERN TRUST CORP

CIK 0000073124· Index

$107K182K0.00%Q1 2026 11

UBS Group AG

CIK 0001610520

$91K154K0.00%Q1 2026 12

SEI INVESTMENTS CO

CIK 0000350894

$72K122K0.00%Q1 2026 13

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$56K95K0.00%Q1 2026 14

HUB Investment Partners, LLC

CIK 0001841815

$41K57K0.00%Q2 2026 15

Almanack Investment Partners, LLC.

CIK 0001680613

$36K50K0.00%Q2 2026 16

ARQ WEALTH ADVISORS, LLC

CIK 0001811827

$23K35K0.00%Q2 2026 17

KESTRA PRIVATE WEALTH SERVICES, LLC

CIK 0001649451

$20K27K0.00%Q2 2026 18

Pathstone Holdings, LLC

CIK 0002011612

$18K31K0.00%Q1 2026 19

Vanguard Global Advisers, LLC

CIK 0001811242· Index

$16K27K0.00%Q1 2026 20

CAPITAL ADVISORS INC/OK

CIK 0000860828

$16K22K0.00%Q2 2026

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