AI Holders Summary · Q1 2026

91 institutions reported CZWI in Q1 2026. WELLINGTON MANAGEMENT GROUP LLP leads at 12.3% 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

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$12M594K0.00%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$10M508K0.00%Q1 2026 03

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$10M484K0.01%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$9M461K0.00%Q1 2026 05

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$7M347K0.00%Q1 2026 06

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$5M255K0.01%Q1 2026 07

GENDELL JEFFREY L

CIK 0001056581

$5M248K0.07%Q1 2026 08

Boston Partners

CIK 0001386060

$5M235K0.00%Q1 2026 09

BANC FUNDS CO LLC

CIK 0001029311

$4M206K0.76%Q1 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$4M204K0.00%Q1 2026 11

Rhino Investment Partners, Inc

CIK 0001828776

$3M162K0.89%Q1 2026 12

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$3M160K0.06%Q1 2026 13

Daytona Street Capital LLC

CIK 0002101936

$3M151K2.35%Q1 2026 14

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$3M148K0.00%Q1 2026 15

UBS Group AG

CIK 0001610520

$3M134K0.00%Q1 2026 16

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$3M148K0.00%Q1 2026 17

STATE STREET CORP

CIK 0000093751

$2M124K0.00%Q1 2026 18

RFG - Bristol Wealth Advisors, LLC

CIK 0002055104

$2M104K0.55%Q1 2026 19

Pinnacle Holdings, LLC

CIK 0001411784

$2M91K0.58%Q1 2026 20

NORTHERN TRUST CORP

CIK 0000073124· Index

$2M84K0.00%Q1 2026

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