AI Holders Summary · Q1 2026

111 institutions reported ISTR in Q1 2026. BlackRock, Inc. leads at 18.7% 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

$30M1.1M0.00%Q1 2026 02

Fourthstone LLC

CIK 0001767803

$23M827K3.82%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$16M588K0.00%Q1 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$12M437K0.00%Q1 2026 05

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$11M401K0.00%Q1 2026 06

BANC FUNDS CO LLC

CIK 0001029311

$8M307K1.53%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$8M300K0.00%Q1 2026 08

ROYCE & ASSOCIATES LP

CIK 0000906304

$8M292K0.08%Q1 2026 09

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$7M251K0.00%Q1 2026 10

STATE STREET CORP

CIK 0000093751

$5M177K0.00%Q1 2026 11

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$4M163K0.00%Q1 2026 12

MALTESE CAPITAL MANAGEMENT LLC

CIK 0001040762

$4M157K0.84%Q1 2026 13

Vanguard Portfolio Management

CIK 0002100121· Index

$4M142K0.00%Q1 2026 14

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$4M142K0.08%Q1 2026 15

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$4M136K0.07%Q1 2026 16

NORTHERN TRUST CORP

CIK 0000073124· Index

$3M115K0.00%Q1 2026 17

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$3M105K0.00%Q1 2026 18

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$3M97K0.00%Q1 2026 19

MORGAN STANLEY

CIK 0000895421

$2M92K0.00%Q1 2026 20

HighTower Advisors, LLC

CIK 0001462245

$2M74K0.00%Q2 2026

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