AI Holders Summary · Q3 2026

347 institutions reported IX in Q3 2026. FMR LLC leads at 21.2% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

FMR LLC

CIK 0000315066

$232M6.1M0.01%Q3 2026 02

MORGAN STANLEY

CIK 0000895421

$190M5.0M0.01%Q2 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$123M3.2M0.01%Q2 2026 04

TODD ASSET MANAGEMENT LLC

CIK 0001071483

$69M1.8M1.25%Q3 2026 05

Cullen Capital Management, LLC

CIK 0001362535

$54M1.4M0.55%Q3 2026 06

NORTHERN TRUST CORP

CIK 0000073124· Index

$52M1.4M0.01%Q2 2026 07

TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY

CIK 0000714142

$43M1.1M0.30%Q3 2026 08

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$41M1.1M0.02%Q3 2026 09

Quantinno Capital Management LP

CIK 0001759654

$39M1.0M0.05%Q2 2026 10

Clearbridge Investments, LLC

CIK 0001348883

$39M1.0M0.03%Q3 2026 11

BlackRock, Inc.

CIK 0002012383

$34M903K0.00%Q2 2026 12

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$30M785K0.01%Q2 2026 13

JPMORGAN CHASE & CO

CIK 0000019617

$28M722K0.00%Q3 2026 14

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$25M654K0.01%Q2 2026 15

NATIXIS ADVISORS, LLC

CIK 0001018331

$23M771K0.03%Q1 2026 16

WELLS FARGO & COMPANY/MN

CIK 0000072971

$20M520K0.00%Q2 2026 17

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$15M383K0.00%Q2 2026 18

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

CIK 0001423442

$14M383K0.06%Q3 2026 19

EAGLE GLOBAL ADVISORS LLC

CIK 0001130787

$13M348K0.43%Q3 2026 20

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$11M281K0.00%Q2 2026

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