AI Holders Summary · Q1 2026

492 institutions reported LOPE in Q1 2026. BlackRock, Inc. leads at 16.3% 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

$478M2.8M0.01%Q1 2026 02

FMR LLC

CIK 0000315066

$456M2.7M0.02%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$220M1.3M0.01%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$209M1.2M0.01%Q1 2026 05

Van Berkom & Associates Inc.

CIK 0001524408

$199M1.2M3.26%Q1 2026 06

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$167M980K0.55%Q1 2026 07

STATE STREET CORP

CIK 0000093751

$146M860K0.01%Q1 2026 08

REINHART PARTNERS, LLC.

CIK 0001080298

$126M883K2.88%Q2 2026 09

GW&K Investment Management, LLC

CIK 0001082917

$123M724K1.08%Q1 2026 10

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$106M621K0.02%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$96M566K0.01%Q1 2026 12

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$88M519K0.04%Q1 2026 13

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$80M556K2.22%Q2 2026 14

BANK OF MONTREAL /CAN/

CIK 0000927971

$78M462K0.03%Q1 2026 15

Invesco Ltd.

CIK 0000914208

$65M383K0.01%Q1 2026 16

Boston Partners

CIK 0001386060

$63M371K0.07%Q1 2026 17

FIL Ltd

CIK 0000318989

$60M356K0.05%Q1 2026 18

WASATCH ADVISORS LP

CIK 0000814133

$56M392K0.37%Q2 2026 19

Quantinno Capital Management LP

CIK 0001759654

$56M329K0.09%Q1 2026 20

MORGAN STANLEY

CIK 0000895421

$54M317K0.00%Q1 2026

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