AI Holders Summary · Q2 2026

113 institutions reported JCAP in Q2 2026. WELLINGTON MANAGEMENT GROUP LLP leads at 12.1% 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

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$45M2.3M0.01%Q2 2026 02

ADAGE CAPITAL PARTNERS GP, L.L.C.

CIK 0001165408

$36M1.9M0.05%Q2 2026 03

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$35M1.8M0.11%Q2 2026 04

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$33M1.7M0.02%Q2 2026 05

BlackRock, Inc.

CIK 0002012383

$33M1.7M0.00%Q2 2026 06

Nantahala Capital Management, LLC

CIK 0001472322

$29M1.5M0.49%Q2 2026 07

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

CIK 0001238990

$28M1.4M1.39%Q2 2026 08

GOLDMAN SACHS GROUP INC

CIK 0000886982

$19M959K0.00%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$15M791K0.00%Q2 2026 10

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$15M752K0.00%Q2 2026 11

CITADEL ADVISORS LLC

CIK 0001423053

$12M627K0.00%Q2 2026 12

UBS Group AG

CIK 0001610520

$11M583K0.00%Q2 2026 13

North Reef Capital Management LP

CIK 0001867831

$10M532K0.35%Q1 2026 14

STATE STREET CORP

CIK 0000093751

$9M472K0.00%Q2 2026 15

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$9M457K0.00%Q2 2026 16

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$8M416K0.00%Q2 2026 17

STATE OF WISCONSIN INVESTMENT BOARD

CIK 0000854157

$7M339K0.01%Q2 2026 18

Clearbridge Investments, LLC

CIK 0001348883

$6M329K0.01%Q2 2026 19

MORGAN STANLEY

CIK 0000895421

$6M307K0.00%Q2 2026 20

NORTHERN TRUST CORP

CIK 0000073124· Index

$5M262K0.00%Q2 2026

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