AI Holders Summary · Q2 2026

89 institutions reported DMRC in Q2 2026. MORGAN STANLEY leads at 21.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(7 on this page)

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$17M2.1M0.00%Q2 2026 02

Lagoda Investment Management, L.P.

CIK 0001632108

$9M1.1M5.15%Q2 2026 03

Kimelman & Baird, LLC

CIK 0001318103

$9M1.1M0.66%Q2 2026 04

BlackRock, Inc.

CIK 0002012383

$9M1.1M0.00%Q2 2026 05

Silverberg Bernstein Capital Management LLC

CIK 0002007880

$7M798K2.51%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$6M711K0.00%Q2 2026 07

Vanguard Portfolio Management

CIK 0002100121· Index

$4M439K0.00%Q2 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$3M400K0.00%Q2 2026 09

BEACONLIGHT CAPITAL, LLC

CIK 0001569537

$3M339K0.98%Q2 2026 10

Quantinno Capital Management LP

CIK 0001759654

$3M314K0.00%Q2 2026 11

UBS Group AG

CIK 0001610520

$2M235K0.00%Q2 2026 12

Bank of New York Mellon Corp

CIK 0001390777

$2M235K0.00%Q2 2026 13

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$1M146K0.00%Q2 2026 14

NORTHERN TRUST CORP

CIK 0000073124· Index

$1M134K0.00%Q2 2026 15

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$1M123K0.00%Q2 2026 16

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$969K118K0.00%Q2 2026 17

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$918K112K0.00%Q2 2026 18

MARSHALL WACE, LLP

CIK 0001318757

$862K105K0.00%Q2 2026 19

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$843K103K0.00%Q2 2026 20

Bryant Woods Investment Advisors, LLC

CIK 0001910641

$819K100K0.23%Q2 2026

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