AI Holders Summary · Q1 2026

693 institutions reported EVR in Q1 2026. BlackRock, Inc. leads at 17.8% 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

$1.1B3.6M0.02%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$589M2.0M0.03%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$506M1.7M0.01%Q1 2026 04

FMR LLC

CIK 0000315066

$498M1.7M0.03%Q1 2026 05

Invesco Ltd.

CIK 0000914208

$425M1.4M0.04%Q1 2026 06

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$388M1.3M0.18%Q1 2026 07

STATE STREET CORP

CIK 0000093751

$352M1.2M0.01%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$311M1.0M0.02%Q1 2026 09

TD ASSET MANAGEMENT INC

CIK 0001056053

$286M958K0.23%Q1 2026 10

MORGAN STANLEY

CIK 0000895421

$274M918K0.02%Q1 2026 11

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$186M623K0.03%Q1 2026 12

Boston Partners

CIK 0001386060

$173M580K0.18%Q1 2026 13

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$164M549K0.03%Q1 2026 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$157M525K0.02%Q1 2026 15

JPMORGAN CHASE & CO

CIK 0000019617

$134M469K0.01%Q1 2026 16

Fisher Asset Management, LLC

CIK 0000850529

$127M425K0.04%Q1 2026 17

BAHL & GAYNOR INC

CIK 0000872259

$120M402K0.60%Q1 2026 18

Point72 Asset Management, L.P.

CIK 0001603466

$117M391K0.15%Q1 2026 19

BALYASNY ASSET MANAGEMENT L.P.

CIK 0001218710

$110M369K0.14%Q1 2026 20

Artemis Investment Management LLP

CIK 0001535385

$108M316K0.96%Q2 2026

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