AI Holders Summary · Q2 2026

271 institutions reported CURB in Q2 2026. BlackRock, Inc. leads at 21.9% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$531M17.5M0.01%Q2 2026 02

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$337M13.1M0.23%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$239M9.3M0.01%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$170M5.5M0.01%Q2 2026 05

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$156M5.1M0.08%Q2 2026 06

FMR LLC

CIK 0000315066

$110M4.3M0.01%Q1 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$110M4.3M0.00%Q1 2026 08

PRUDENTIAL FINANCIAL INC

CIK 0001137774

$106M4.1M0.13%Q1 2026 09

Daiwa Securities Group Inc.

CIK 0001481045

$100M3.3M0.20%Q2 2026 10

COHEN & STEERS, INC.

CIK 0001284812

$77M3.0M0.13%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$67M2.6M0.00%Q1 2026 12

DEUTSCHE BANK AG\

CIK 0000948046

$62M2.0M0.02%Q2 2026 13

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$61M2.4M0.03%Q1 2026 14

AEW CAPITAL MANAGEMENT L P

CIK 0001046187

$58M1.9M3.48%Q2 2026 15

MORGAN STANLEY

CIK 0000895421

$46M1.8M0.00%Q1 2026 16

Nuveen, LLC

CIK 0001871926

$42M1.6M0.01%Q1 2026 17

GRS Advisors, LLC

CIK 0001544554

$42M1.6M4.18%Q1 2026 18

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$40M1.6M0.01%Q1 2026 19

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$37M1.4M0.01%Q1 2026 20

Qube Research & Technologies Ltd

CIK 0001729829

$35M1.3M0.04%Q1 2026

Page 1 of 14

251 more holders available. Log in →