AI Holders Summary · Q1 2026

270 institutions reported HOPE in Q1 2026. BlackRock, Inc. leads at 18.4% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$204M18.2M0.00%Q1 2026 02

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$112M10.0M0.02%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$84M7.5M0.00%Q1 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$82M7.4M0.02%Q1 2026 05

STATE STREET CORP

CIK 0000093751

$82M7.3M0.00%Q1 2026 06

HoldCo Asset Management, LP

CIK 0001724246

$70M6.3M5.21%Q1 2026 07

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$66M5.9M0.22%Q1 2026 08

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$61M5.5M0.00%Q1 2026 09

Delaware Management Holdings, Inc.

CIK 0000921739

$50M4.4M0.08%Q1 2026 10

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$36M3.3M0.02%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$36M3.2M0.00%Q1 2026 12

FRONTIER CAPITAL MANAGEMENT CO LLC

CIK 0000351173

$34M3.0M0.35%Q1 2026 13

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$33M2.9M0.03%Q1 2026 14

UBS Group AG

CIK 0001610520

$31M2.8M0.00%Q1 2026 15

Rhino Investment Partners, Inc

CIK 0001828776

$29M2.6M8.07%Q1 2026 16

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$24M2.1M0.00%Q1 2026 17

GOLDMAN SACHS GROUP INC

CIK 0000886982

$20M1.8M0.00%Q1 2026 18

MORGAN STANLEY

CIK 0000895421

$19M1.7M0.00%Q1 2026 19

TWO SIGMA ADVISERS, LP

CIK 0001478735

$17M1.6M0.03%Q4 2025 20

LSV ASSET MANAGEMENT

CIK 0001050470

$17M1.5M0.04%Q1 2026

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