AI Holders Summary · Q1 2026

419 institutions reported FHI in Q1 2026. BlackRock, Inc. leads at 13.0% 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

$336M5.9M0.01%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$261M4.6M0.01%Q1 2026 03

FMR LLC

CIK 0000315066

$260M4.6M0.01%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$183M3.2M0.00%Q1 2026 05

LSV ASSET MANAGEMENT

CIK 0001050470

$163M2.9M0.35%Q1 2026 06

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$150M2.6M0.51%Q1 2026 07

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$146M2.6M0.07%Q1 2026 08

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$142M2.5M0.02%Q1 2026 09

Schneider Downs Wealth Management Advisors, LP

CIK 0001665359

$139M2.7M15.63%Q4 2025 10

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$127M2.2M0.03%Q1 2026 11

Invesco Ltd.

CIK 0000914208

$126M2.2M0.01%Q1 2026 12

STATE STREET CORP

CIK 0000093751

$102M1.8M0.00%Q1 2026 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$92M1.6M0.01%Q1 2026 14

Allianz Asset Management GmbH

CIK 0001535323

$84M1.5M0.09%Q1 2026 15

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$73M1.3M0.05%Q1 2026 16

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$46M814K0.03%Q1 2026 17

Woodline Partners LP

CIK 0001784547

$43M758K0.16%Q1 2026 18

MORGAN STANLEY

CIK 0000895421

$42M743K0.00%Q1 2026 19

Bank of New York Mellon Corp

CIK 0001390777

$37M654K0.01%Q1 2026 20

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$35M617K0.03%Q1 2026

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