AI Holders Summary · Q2 2026

148 institutions reported CWBC in Q2 2026. BlackRock, Inc. leads at 18.6% 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

BlackRock, Inc.

CIK 0002012383

$64M2.4M0.00%Q2 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$34M1.3M0.01%Q2 2026 03

Fourthstone LLC

CIK 0001767803

$32M1.4M5.38%Q1 2026 04

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$31M1.1M0.01%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$29M1.1M0.00%Q2 2026 06

STATE STREET CORP

CIK 0000093751

$22M816K0.00%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$17M617K0.00%Q2 2026 08

SYSTEMATIC FINANCIAL MANAGEMENT LP

CIK 0001085936

$13M500K0.27%Q2 2026 09

Bridgewealth Advisory Group, LLC

CIK 0001801982

$13M495K2.51%Q2 2026 10

PRIVATE MANAGEMENT GROUP INC

CIK 0001142031

$13M486K0.34%Q2 2026 11

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$10M386K0.00%Q2 2026 12

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$9M338K0.01%Q2 2026 13

PL Capital Advisors, LLC

CIK 0001569147

$9M330K2.46%Q2 2026 14

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$9M327K0.00%Q2 2026 15

FMR LLC

CIK 0000315066

$8M296K0.00%Q2 2026 16

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$8M287K0.01%Q2 2026 17

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$7M259K0.01%Q2 2026 18

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

CIK 0001164833

$6M276K0.02%Q1 2026 19

CITADEL ADVISORS LLC

CIK 0001423053

$6M222K0.00%Q2 2026 20

NORTHERN TRUST CORP

CIK 0000073124· Index

$6M210K0.00%Q2 2026

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