AI Holders Summary · Q2 2026

80 institutions reported GBFH in Q2 2026. BlackRock, Inc. leads at 21.0% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(7 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$20M665K0.00%Q2 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$13M422K0.00%Q2 2026 03

Arista Wealth Management, LLC

CIK 0001964758

$9M295K0.97%Q2 2026 04

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$7M243K0.00%Q2 2026 05

STATE STREET CORP

CIK 0000093751

$6M204K0.00%Q2 2026 06

Cannell & Spears LLC

CIK 0001426319

$6M202K0.11%Q2 2026 07

CHAPIN DAVIS, INC.

CIK 0000872098

$5M249K0.87%Q3 2026 08

EMERALD MUTUAL FUND ADVISERS TRUST

CIK 0001352895

$4M118K0.13%Q2 2026 09

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$4M117K0.06%Q2 2026 10

CITADEL ADVISORS LLC

CIK 0001423053

$3M90K0.00%Q2 2026 11

Quantinno Capital Management LP

CIK 0001759654

$2M78K0.00%Q2 2026 12

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$2M77K0.00%Q2 2026 13

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$2M77K0.00%Q2 2026 14

NORTHERN TRUST CORP

CIK 0000073124· Index

$2M76K0.00%Q2 2026 15

HighTower Advisors, LLC

CIK 0001462245

$2M70K0.00%Q2 2026 16

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$2M66K0.00%Q2 2026 17

Vanguard Portfolio Management

CIK 0002100121· Index

$2M66K0.00%Q2 2026 18

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$2M56K0.00%Q2 2026 19

Pacific Ridge Capital Partners, LLC

CIK 0001591546

$1M47K0.26%Q2 2026 20

RVW Wealth, LLC

CIK 0001756543

$1M73K0.09%Q3 2026

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