AI Holders Summary · Q1 2026

270 institutions reported EPAC in Q1 2026. BlackRock, Inc. leads at 19.7% 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

BlackRock, Inc.

CIK 0002012383

$283M7.8M0.00%Q1 2026 02

Neuberger Berman Group LLC

CIK 0001465109

$162M4.4M0.12%Q1 2026 03

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$136M3.7M0.40%Q1 2026 04

Capital International Investors

CIK 0001562230

$120M3.3M0.03%Q1 2026 05

Vanguard Portfolio Management

CIK 0002100121· Index

$109M3.0M0.01%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$86M2.4M0.00%Q1 2026 07

STATE STREET CORP

CIK 0000093751

$80M2.2M0.00%Q1 2026 08

COOKE & BIELER LP

CIK 0000024386

$65M1.8M0.73%Q1 2026 09

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$47M1.3M0.01%Q1 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$46M1.3M0.00%Q1 2026 11

Capital World Investors

CIK 0001422849

$45M1.2M0.01%Q1 2026 12

THRIVENT FINANCIAL FOR LUTHERANS

CIK 0000314984

$35M957K0.07%Q1 2026 13

BARROW HANLEY MEWHINNEY & STRAUSS LLC

CIK 0000313028

$35M954K0.11%Q1 2026 14

GW&K Investment Management, LLC

CIK 0001082917

$34M943K0.30%Q1 2026 15

BROWN ADVISORY INC

CIK 0001345929

$33M864K0.05%Q4 2025 16

Champlain Investment Partners, LLC

CIK 0001315478

$29M788K0.36%Q1 2026 17

JENNISON ASSOCIATES LLC

CIK 0000053417

$25M663K0.02%Q4 2025 18

SOUTHERNSUN ASSET MANAGEMENT, LLC

CIK 0001089755

$24M665K3.51%Q1 2026 19

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$22M602K0.00%Q1 2026 20

D. E. Shaw & Co., Inc.

CIK 0001009207

$21M553K0.01%Q4 2025

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