AI Holders Summary · Q1 2026

78 institutions reported EEX in Q1 2026. ADVISORY RESEARCH INC leads at 23.4% 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

ADVISORY RESEARCH INC

CIK 0000902584

$8M1.9M1.04%Q1 2026 02

MSD Partners, L.P.

CIK 0001514334

$6M1.4M7.67%Q1 2026 03

BlackRock, Inc.

CIK 0002012383

$5M1.1M0.00%Q1 2026 04

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M588K0.00%Q1 2026 05

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

CIK 0001164833

$3M584K0.01%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$2M347K0.00%Q1 2026 07

Bank of New York Mellon Corp

CIK 0001390777

$1M318K0.00%Q1 2026 08

HRT FINANCIAL LP

CIK 0001475597

$1M278K0.00%Q4 2025 09

STATE STREET CORP

CIK 0000093751

$1M244K0.00%Q1 2026 10

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$758K168K0.00%Q1 2026 11

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$715K158K0.00%Q1 2026 12

NORTHERN TRUST CORP

CIK 0000073124· Index

$688K153K0.00%Q1 2026 13

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$544K121K0.00%Q1 2026 14

Inspire Investing, LLC

CIK 0001670139

$499K111K0.03%Q1 2026 15

CONTRARIAN CAPITAL MANAGEMENT, L.L.C.

CIK 0001050417

$416K93K0.11%Q4 2025 16

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$406K90K0.00%Q1 2026 17

AMERIPRISE FINANCIAL INC

CIK 0000820027

$388K86K0.00%Q1 2026 18

Vanguard Portfolio Management

CIK 0002100121· Index

$377K84K0.00%Q1 2026 19

GOLDMAN SACHS GROUP INC

CIK 0000886982

$329K73K0.00%Q1 2026 20

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$312K69K0.00%Q1 2026

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