AI Holders Summary · Q2 2026

148 institutions reported III in Q2 2026. Private Capital Management, LLC leads at 18.0% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

Private Capital Management, LLC

CIK 0001588456

$20M4.9M1.76%Q2 2026 02

Cerity Partners LLC

CIK 0001566475

$19M4.6M0.02%Q2 2026 03

BlackRock, Inc.

CIK 0002012383

$13M3.1M0.00%Q2 2026 04

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$8M1.9M0.01%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$7M1.6M0.00%Q2 2026 06

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$7M1.6M0.00%Q2 2026 07

ESSEX INVESTMENT MANAGEMENT CO LLC

CIK 0000201772

$4M784K0.64%Q3 2026 08

Hillsdale Investment Management Inc.

CIK 0001368465

$4M984K0.09%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$4M947K0.00%Q2 2026 10

CRAWFORD INVESTMENT COUNSEL INC

CIK 0000837592

$4M904K0.06%Q2 2026 11

Crestwood Advisors Group, LLC

CIK 0001426853

$3M819K0.05%Q2 2026 12

STATE STREET CORP

CIK 0000093751

$3M754K0.00%Q2 2026 13

MORGAN STANLEY

CIK 0000895421

$3M684K0.00%Q2 2026 14

BLAIR WILLIAM & CO/IL

CIK 0000902367

$3M682K0.01%Q2 2026 15

Bank of New York Mellon Corp

CIK 0001390777

$2M515K0.00%Q2 2026 16

JB CAPITAL PARTNERS LP

CIK 0001138532

$2M488K0.31%Q2 2026 17

GOLDMAN SACHS GROUP INC

CIK 0000886982

$2M441K0.00%Q2 2026 18

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$2M389K0.00%Q2 2026 19

Legato Capital Management LLC

CIK 0001442641

$2M374K0.13%Q2 2026 20

EQUITABLE TRUST CO

CIK 0000033250

$1M267K0.06%Q3 2026

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