AI Holders Summary · Q2 2026

225 institutions reported DBD in Q2 2026. Capital World Investors leads at 35.9% 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

Capital World Investors

CIK 0001422849

$982M11.6M0.12%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

$387M4.6M0.01%Q2 2026 03

Millstreet Capital Management LLC

CIK 0001590729

$349M4.1M94.81%Q2 2026 04

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$117M1.4M0.35%Q2 2026 05

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$110M1.3M0.02%Q2 2026 06

STATE STREET CORP

CIK 0000093751

$97M1.1M0.00%Q2 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$97M1.1M0.00%Q2 2026 08

Vanguard Portfolio Management

CIK 0002100121· Index

$81M957K0.00%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$72M842K0.00%Q2 2026 10

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$68M803K0.03%Q2 2026 11

Beach Point Capital Management LP

CIK 0001453885

$59M691K22.75%Q2 2026 12

Allspring Global Investments Holdings, LLC

CIK 0001890906

$50M596K0.08%Q2 2026 13

Irenic Capital Management LP

CIK 0001929389

$41M477K1.95%Q2 2026 14

Skylands Capital, LLC

CIK 0001299910

$40M469K4.90%Q2 2026 15

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$40M468K0.02%Q2 2026 16

LSV ASSET MANAGEMENT

CIK 0001050470

$39M519K0.08%Q1 2026 17

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$30M355K0.00%Q2 2026 18

PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.

CIK 0001166152

$26M308K2.26%Q2 2026 19

MORGAN STANLEY

CIK 0000895421

$26M304K0.00%Q2 2026 20

FMR LLC

CIK 0000315066

$23M273K0.00%Q2 2026

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