AI Holders Summary · Q2 2026

327 institutions reported IPAR in Q2 2026. BlackRock, Inc. leads at 19.1% 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

$326M2.9M0.00%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$149M1.3M0.01%Q2 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$146M1.3M0.01%Q2 2026 04

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$116M1.0M0.07%Q2 2026 05

WESTWOOD HOLDINGS GROUP INC

CIK 0001165002

$99M886K0.75%Q2 2026 06

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$97M867K0.02%Q2 2026 07

ROYCE & ASSOCIATES LP

CIK 0000906304

$97M864K0.78%Q2 2026 08

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$89M797K0.00%Q2 2026 09

STATE STREET CORP

CIK 0000093751

$84M748K0.00%Q2 2026 10

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$80M717K0.01%Q2 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$55M493K0.00%Q2 2026 12

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$53M478K0.03%Q2 2026 13

Invesco Ltd.

CIK 0000914208

$53M474K0.00%Q2 2026 14

BAHL & GAYNOR INC

CIK 0000872259

$48M433K0.22%Q2 2026 15

Mawer Investment Management Ltd.

CIK 0001538449

$43M386K0.29%Q2 2026 16

NORTHERN TRUST CORP

CIK 0000073124· Index

$39M345K0.00%Q2 2026 17

Bank of New York Mellon Corp

CIK 0001390777

$36M318K0.01%Q2 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$35M315K0.00%Q2 2026 19

BANK OF AMERICA CORP /DE/

CIK 0000070858

$31M280K0.00%Q2 2026 20

DEPRINCE RACE & ZOLLO INC

CIK 0001008894

$30M272K0.53%Q3 2026

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