AI Holders Summary · Q2 2026

122 institutions reported ISTR in Q2 2026. BlackRock, Inc. leads at 19.4% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$38M1.3M0.00%Q2 2026 02

Fourthstone LLC

CIK 0001767803

$23M827K3.82%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$16M546K0.00%Q2 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$15M517K0.00%Q2 2026 05

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$11M401K0.00%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$10M332K0.00%Q2 2026 07

BANC FUNDS CO LLC

CIK 0001029311

$9M307K1.52%Q2 2026 08

ROYCE & ASSOCIATES LP

CIK 0000906304

$9M292K0.07%Q2 2026 09

CITADEL ADVISORS LLC

CIK 0001423053

$8M267K0.00%Q2 2026 10

STATE STREET CORP

CIK 0000093751

$8M263K0.00%Q2 2026 11

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$7M245K0.01%Q2 2026 12

Texas Capital Bank Wealth Management Services Inc

CIK 0001802655

$5M169K0.27%Q2 2026 13

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$5M162K0.00%Q2 2026 14

MALTESE CAPITAL MANAGEMENT LLC

CIK 0001040762

$5M161K0.88%Q2 2026 15

Vanguard Portfolio Management

CIK 0002100121· Index

$5M155K0.00%Q2 2026 16

MORGAN STANLEY

CIK 0000895421

$5M153K0.00%Q2 2026 17

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$4M139K0.07%Q2 2026 18

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$4M132K0.01%Q2 2026 19

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$4M131K0.07%Q2 2026 20

Qube Research & Technologies Ltd

CIK 0001729829

$4M130K0.00%Q2 2026

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