AI Holders Summary · Q2 2026

235 institutions reported EE in Q2 2026. GEORGE KAISER FAMILY FOUNDATION leads at 30.7% 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

GEORGE KAISER FAMILY FOUNDATION

CIK 0001265376

$298M7.9M28.65%Q2 2026 02

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$127M3.3M0.02%Q2 2026 03

BlackRock, Inc.

CIK 0002012383

$77M2.0M0.00%Q2 2026 04

Copeland Capital Management, LLC

CIK 0001541743

$75M2.0M1.54%Q2 2026 05

Vanguard Portfolio Management

CIK 0002100121· Index

$47M1.2M0.00%Q2 2026 06

TORTOISE CAPITAL ADVISORS, L.L.C.

CIK 0001280965

$44M1.2M0.45%Q2 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$38M994K0.00%Q2 2026 08

Ranger Investment Management, L.P.

CIK 0001319691

$35M912K2.19%Q2 2026 09

TimesSquare Capital Management, LLC

CIK 0001313816

$27M950K0.40%Q4 2025 10

KAYNE ANDERSON CAPITAL ADVISORS LP

CIK 0000949615

$25M665K0.50%Q2 2026 11

CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT

CIK 0001329375

$25M650K1.10%Q2 2026 12

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$23M617K0.00%Q2 2026 13

STATE STREET CORP

CIK 0000093751

$22M572K0.00%Q2 2026 14

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$20M514K0.00%Q2 2026 15

EMERALD ADVISERS, LLC

CIK 0001015083

$18M485K0.43%Q2 2026 16

FMR LLC

CIK 0000315066

$18M480K0.00%Q2 2026 17

Yaupon Capital Management LP

CIK 0001755028

$15M390K0.29%Q2 2026 18

Neuberger Berman Group LLC

CIK 0001465109

$14M374K0.01%Q2 2026 19

Russell Investments Group, Ltd.

CIK 0001692234

$13M343K0.01%Q2 2026 20

NORTHERN TRUST CORP

CIK 0000073124· Index

$13M338K0.00%Q2 2026

Page 1 of 12

215 more holders available. Log in →