AI Holders Summary · Q2 2026

505 institutions reported EPR in Q2 2026. BlackRock, 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(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$595M10.3M0.01%Q2 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$395M6.8M0.02%Q2 2026 03

STATE STREET CORP

CIK 0000093751

$222M3.8M0.01%Q2 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$200M3.4M0.00%Q2 2026 05

Quantinno Capital Management LP

CIK 0001759654

$125M2.1M0.15%Q2 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$96M1.7M0.01%Q2 2026 07

NORTHERN TRUST CORP

CIK 0000073124· Index

$89M1.5M0.01%Q2 2026 08

GOLDMAN SACHS GROUP INC

CIK 0000886982

$86M1.5M0.01%Q2 2026 09

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$79M1.4M0.01%Q2 2026 10

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$78M1.3M0.03%Q2 2026 11

LSV ASSET MANAGEMENT

CIK 0001050470

$73M1.5M0.16%Q1 2026 12

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$65M1.1M0.01%Q2 2026 13

Bank of New York Mellon Corp

CIK 0001390777

$63M1.1M0.01%Q2 2026 14

MORGAN STANLEY

CIK 0000895421

$59M1.0M0.00%Q2 2026 15

Invesco Ltd.

CIK 0000914208

$57M987K0.00%Q2 2026 16

NORGES BANK

CIK 0001374170· Sovereign

$56M964K0.01%Q2 2026 17

WASATCH ADVISORS LP

CIK 0000814133

$55M951K0.36%Q2 2026 18

JPMORGAN CHASE & CO

CIK 0000019617

$52M873K0.00%Q2 2026 19

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$51M877K0.02%Q2 2026 20

CITADEL ADVISORS LLC

CIK 0001423053

$46M930K0.01%Q4 2025

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