AI Holders Summary · Q1 2026

336 institutions reported DORM in Q1 2026. BlackRock, Inc. leads at 21.8% 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

$418M4.0M0.01%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$157M1.5M0.01%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$148M1.4M0.01%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$129M1.2M0.00%Q1 2026 05

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$115M1.1M0.02%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$115M1.1M0.00%Q1 2026 07

JENNISON ASSOCIATES LLC

CIK 0000053417

$100M814K0.06%Q4 2025 08

REINHART PARTNERS, LLC.

CIK 0001080298

$93M684K2.13%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$74M713K0.00%Q1 2026 10

Invesco Ltd.

CIK 0000914208

$66M636K0.01%Q1 2026 11

ROYCE & ASSOCIATES LP

CIK 0000906304

$64M617K0.64%Q1 2026 12

GENEVA CAPITAL MANAGEMENT LLC

CIK 0001009232

$59M564K1.25%Q1 2026 13

GW&K Investment Management, LLC

CIK 0001082917

$54M514K0.47%Q1 2026 14

AMERIPRISE FINANCIAL INC

CIK 0000820027

$49M473K0.01%Q1 2026 15

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$48M462K0.01%Q1 2026 16

WESTFIELD CAPITAL MANAGEMENT CO LP

CIK 0001177719

$48M461K0.20%Q1 2026 17

Fiera Capital Corp

CIK 0001505817

$46M443K0.16%Q1 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$44M425K0.01%Q1 2026 19

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$44M422K0.03%Q1 2026 20

BANK OF AMERICA CORP /DE/

CIK 0000070858

$43M410K0.00%Q1 2026

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