AI Holders Summary · Q2 2026

420 institutions reported FHI in Q2 2026. BlackRock, Inc. leads at 12.4% 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

$334M6.0M0.01%Q2 2026 02

FMR LLC

CIK 0000315066

$258M4.7M0.01%Q2 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$243M4.4M0.01%Q2 2026 04

Schneider Downs Wealth Management Advisors, LP

CIK 0001665359

$196M3.6M18.43%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$176M3.2M0.00%Q2 2026 06

LSV ASSET MANAGEMENT

CIK 0001050470

$163M2.9M0.35%Q1 2026 07

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$147M2.7M0.40%Q2 2026 08

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$146M2.6M0.02%Q2 2026 09

Invesco Ltd.

CIK 0000914208

$139M2.5M0.01%Q2 2026 10

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$136M2.5M0.05%Q2 2026 11

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$125M2.3M0.02%Q2 2026 12

STATE STREET CORP

CIK 0000093751

$102M1.9M0.00%Q2 2026 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$93M1.7M0.01%Q2 2026 14

Allianz Asset Management GmbH

CIK 0001535323

$85M1.5M0.07%Q2 2026 15

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$66M1.2M0.04%Q2 2026 16

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$65M1.2M0.03%Q2 2026 17

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$64M1.2M0.04%Q2 2026 18

Woodline Partners LP

CIK 0001784547

$59M1.1M0.18%Q2 2026 19

CITADEL ADVISORS LLC

CIK 0001423053

$54M983K0.01%Q2 2026 20

GOLDMAN SACHS GROUP INC

CIK 0000886982

$49M879K0.00%Q2 2026

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