AI Holders Summary · Q2 2026

744 institutions reported EVR in Q2 2026. BlackRock, Inc. leads at 18.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$1.3B3.7M0.02%Q2 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$668M2.0M0.03%Q2 2026 03

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$584M1.7M0.20%Q2 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$574M1.7M0.01%Q2 2026 05

Invesco Ltd.

CIK 0000914208

$547M1.6M0.04%Q2 2026 06

STATE STREET CORP

CIK 0000093751

$412M1.2M0.01%Q2 2026 07

FMR LLC

CIK 0000315066

$387M1.1M0.02%Q2 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$375M1.1M0.02%Q2 2026 09

MORGAN STANLEY

CIK 0000895421

$274M803K0.01%Q2 2026 10

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$219M642K0.08%Q2 2026 11

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$213M625K0.04%Q2 2026 12

Boston Partners

CIK 0001386060

$210M615K0.19%Q2 2026 13

TD ASSET MANAGEMENT INC

CIK 0001056053

$208M609K0.18%Q2 2026 14

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$190M556K0.03%Q2 2026 15

UBS Group AG

CIK 0001610520

$172M503K0.02%Q2 2026 16

Fisher Asset Management, LLC

CIK 0000850529

$145M424K0.04%Q2 2026 17

NORGES BANK

CIK 0001374170· Sovereign

$142M417K0.01%Q2 2026 18

JPMORGAN CHASE & CO

CIK 0000019617

$138M409K0.01%Q2 2026 19

BAHL & GAYNOR INC

CIK 0000872259

$135M395K0.62%Q2 2026 20

BNP Paribas Asset Management Holding S.A.

CIK 0001520354

$134M393K0.13%Q2 2026

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