AI Holders Summary · Q1 2026

188 institutions reported HTLD in Q1 2026. BlackRock, Inc. leads at 23.3% 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

$71M6.8M0.00%Q1 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$40M3.9M0.01%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$23M2.2M0.00%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$22M2.1M0.00%Q1 2026 05

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$19M1.8M0.01%Q1 2026 06

GATE CITY CAPITAL MANAGEMENT, LLC

CIK 0001705447

$16M1.6M6.39%Q1 2026 07

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$15M1.4M0.01%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$12M1.2M0.00%Q1 2026 09

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$11M1.1M0.00%Q1 2026 10

AMERIPRISE FINANCIAL INC

CIK 0000820027

$10M983K0.00%Q1 2026 11

Wallace Capital Management Inc.

CIK 0001459754

$10M971K1.16%Q1 2026 12

Vanguard Portfolio Management

CIK 0002100121· Index

$8M812K0.00%Q1 2026 13

TWO SIGMA ADVISERS, LP

CIK 0001478735

$7M744K0.01%Q4 2025 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$7M631K0.00%Q1 2026 15

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$6M589K0.00%Q1 2026 16

UBS Group AG

CIK 0001610520

$6M539K0.00%Q1 2026 17

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$5M508K0.11%Q1 2026 18

MORGAN STANLEY

CIK 0000895421

$5M471K0.00%Q1 2026 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$5M449K0.00%Q1 2026 20

Invesco Ltd.

CIK 0000914208

$4M425K0.00%Q1 2026

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