AI Holders Summary · Q2 2026

289 institutions reported EPAC in Q2 2026. BlackRock, Inc. leads at 22.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$298M8.3M0.00%Q2 2026 02

Neuberger Berman Group LLC

CIK 0001465109

$167M4.6M0.11%Q2 2026 03

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$109M3.0M0.34%Q2 2026 04

Vanguard Portfolio Management

CIK 0002100121· Index

$108M3.0M0.00%Q2 2026 05

Capital International Investors

CIK 0001562230

$91M2.5M0.02%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$83M2.3M0.00%Q2 2026 07

STATE STREET CORP

CIK 0000093751

$82M2.3M0.00%Q2 2026 08

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$47M1.3M0.01%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$47M1.3M0.00%Q2 2026 10

COOKE & BIELER LP

CIK 0000024386

$46M1.3M0.53%Q2 2026 11

THRIVENT FINANCIAL FOR LUTHERANS

CIK 0000314984

$35M957K0.07%Q1 2026 12

GW&K Investment Management, LLC

CIK 0001082917

$34M943K0.30%Q1 2026 13

BROWN ADVISORY INC

CIK 0001345929

$33M864K0.05%Q4 2025 14

BARROW HANLEY MEWHINNEY & STRAUSS LLC

CIK 0000313028

$32M888K0.10%Q2 2026 15

SOUTHERNSUN ASSET MANAGEMENT, LLC

CIK 0001089755

$30M850K4.10%Q2 2026 16

Champlain Investment Partners, LLC

CIK 0001315478

$26M719K0.66%Q2 2026 17

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$22M600K0.00%Q2 2026 18

D. E. Shaw & Co., Inc.

CIK 0001009207

$21M553K0.01%Q4 2025 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$20M557K0.00%Q2 2026 20

JENNISON ASSOCIATES LLC

CIK 0000053417

$20M548K0.01%Q2 2026

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