AI Holders Summary · Q1 2026

171 institutions reported CTOS in Q1 2026. Platinum Equity Advisors, LLC/DE leads at 76.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

Platinum Equity Advisors, LLC/DE

CIK 0001803274

$1.0B156.7M11.60%Q1 2026 02

Canvas Wealth Advisors, LLC

CIK 0001858782

$71M6.0M9.86%Q2 2026 03

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

CIK 0001705339

$37M5.7M0.05%Q1 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$37M5.6M0.01%Q1 2026 05

BlackRock, Inc.

CIK 0002012383

$28M4.3M0.00%Q1 2026 06

Allspring Global Investments Holdings, LLC

CIK 0001890906

$26M3.9M0.04%Q1 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$17M2.5M0.00%Q1 2026 08

Alyeska Investment Group, L.P.

CIK 0001453072

$14M2.5M0.04%Q4 2025 09

Boston Partners

CIK 0001386060

$13M2.0M0.01%Q1 2026 10

STATE STREET CORP

CIK 0000093751

$10M1.5M0.00%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$10M1.5M0.00%Q1 2026 12

Clearbridge Investments, LLC

CIK 0001348883

$9M1.4M0.01%Q1 2026 13

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$9M1.3M0.01%Q1 2026 14

BANK OF AMERICA CORP /DE/

CIK 0000070858

$8M1.2M0.00%Q1 2026 15

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$7M1.1M0.00%Q1 2026 16

MORGAN STANLEY

CIK 0000895421

$6M898K0.00%Q1 2026 17

Intrinsic Edge Capital Management LLC

CIK 0001671754

$6M880K0.96%Q1 2026 18

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$6M845K0.11%Q1 2026 19

Empowered Funds, LLC

CIK 0001592828

$5M810K0.03%Q1 2026 20

First Eagle Investment Management, LLC

CIK 0001325447

$5M766K0.01%Q1 2026

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