AI Holders Summary · Q1 2026

233 institutions reported EE in Q1 2026. GEORGE KAISER FAMILY FOUNDATION leads at 31.9% 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

GEORGE KAISER FAMILY FOUNDATION

CIK 0001265376

$262M7.9M29.73%Q1 2026 02

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$88M2.6M0.02%Q1 2026 03

BlackRock, Inc.

CIK 0002012383

$63M1.9M0.00%Q1 2026 04

Vanguard Portfolio Management

CIK 0002100121· Index

$43M1.3M0.00%Q1 2026 05

TORTOISE CAPITAL ADVISORS, L.L.C.

CIK 0001280965

$40M1.2M0.41%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$35M1.1M0.00%Q1 2026 07

Copeland Capital Management, LLC

CIK 0001541743

$31M1.1M0.68%Q4 2025 08

Ranger Investment Management, L.P.

CIK 0001319691

$30M897K2.17%Q1 2026 09

FMR LLC

CIK 0000315066

$28M839K0.00%Q1 2026 10

TimesSquare Capital Management, LLC

CIK 0001313816

$27M950K0.40%Q4 2025 11

Neuberger Berman Group LLC

CIK 0001465109

$25M749K0.02%Q1 2026 12

KAYNE ANDERSON CAPITAL ADVISORS LP

CIK 0000949615

$22M647K0.41%Q1 2026 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$20M584K0.00%Q1 2026 14

STATE STREET CORP

CIK 0000093751

$18M552K0.00%Q1 2026 15

HITE Hedge Asset Management LLC

CIK 0001568939

$18M528K1.00%Q1 2026 16

Qube Research & Technologies Ltd

CIK 0001729829

$17M505K0.02%Q1 2026 17

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$17M497K0.00%Q1 2026 18

JPMORGAN CHASE & CO

CIK 0000019617

$15M440K0.00%Q1 2026 19

MORGAN STANLEY

CIK 0000895421

$13M401K0.00%Q1 2026 20

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

CIK 0001705339

$11M343K0.02%Q1 2026

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