AI Holders Summary · Q1 2026

129 institutions reported EPM in Q1 2026. BlackRock, Inc. leads at 15.4% 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

$11M2.4M0.00%Q1 2026 02

WealthTrust Axiom LLC

CIK 0001425949

$10M2.1M2.41%Q1 2026 03

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$7M1.5M0.00%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$6M1.2M0.00%Q1 2026 05

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$5M1.1M0.00%Q1 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$5M1.0M0.00%Q1 2026 07

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$4M953K0.01%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$4M778K0.00%Q1 2026 09

STATE STREET CORP

CIK 0000093751

$3M693K0.00%Q1 2026 10

MORGAN STANLEY

CIK 0000895421

$3M651K0.00%Q1 2026 11

CWA Asset Management Group, LLC

CIK 0001667134

$3M806K0.09%Q2 2026 12

North Star Investment Management Corp.

CIK 0001342857

$2M431K0.12%Q1 2026 13

NORTHERN TRUST CORP

CIK 0000073124· Index

$1M309K0.00%Q1 2026 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$1M286K0.00%Q1 2026 15

CIK 0001962636

$1M338K0.38%Q2 2026 16

CITADEL ADVISORS LLC

CIK 0001423053

$1M334K0.00%Q4 2025 17

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$956K209K0.00%Q1 2026 18

UBS Group AG

CIK 0001610520

$909K199K0.00%Q1 2026 19

Vanguard Portfolio Management

CIK 0002100121· Index

$858K187K0.00%Q1 2026 20

Point72 Asset Management, L.P.

CIK 0001603466

$768K168K0.00%Q1 2026

Page 1 of 7

109 more holders available. Log in →