AI Holders Summary · Q2 2026

188 institutions reported CTOS in Q2 2026. Platinum Equity Advisors, LLC/DE leads at 76.5% 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

$1.9B156.7M20.66%Q2 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$73M6.2M0.01%Q2 2026 03

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

CIK 0001705339

$73M6.2M0.09%Q2 2026 04

Canvas Wealth Advisors, LLC

CIK 0001858782

$71M6.0M9.86%Q2 2026 05

BlackRock, Inc.

CIK 0002012383

$54M4.6M0.00%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$30M2.6M0.00%Q2 2026 07

Allspring Global Investments Holdings, LLC

CIK 0001890906

$30M2.7M0.05%Q2 2026 08

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$26M2.2M0.01%Q2 2026 09

GOLDMAN SACHS GROUP INC

CIK 0000886982

$22M1.9M0.00%Q2 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$20M1.7M0.00%Q2 2026 11

First Eagle Investment Management, LLC

CIK 0001325447

$20M1.7M0.02%Q2 2026 12

Alyeska Investment Group, L.P.

CIK 0001453072

$19M1.6M0.05%Q2 2026 13

Boston Partners

CIK 0001386060

$19M1.6M0.02%Q2 2026 14

JPMORGAN CHASE & CO

CIK 0000019617

$19M1.6M0.00%Q2 2026 15

STATE STREET CORP

CIK 0000093751

$18M1.5M0.00%Q2 2026 16

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$18M1.5M0.01%Q2 2026 17

MORGAN STANLEY

CIK 0000895421

$15M1.3M0.00%Q2 2026 18

BANK OF AMERICA CORP /DE/

CIK 0000070858

$14M1.2M0.00%Q2 2026 19

ALGERT GLOBAL LLC

CIK 0001275218

$14M1.2M0.16%Q2 2026 20

Clearbridge Investments, LLC

CIK 0001348883

$12M1.0M0.01%Q2 2026

Page 1 of 10

168 more holders available. Log in →