AI Holders Summary · Q2 2026

225 institutions reported MBWM in Q2 2026. BlackRock, Inc. leads at 16.8% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$88M1.5M0.00%Q2 2026 02

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$62M1.1M0.01%Q2 2026 03

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$62M1.1M0.01%Q3 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$42M736K0.00%Q2 2026 05

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$36M625K0.02%Q2 2026 06

STATE STREET CORP

CIK 0000093751

$34M599K0.00%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$27M464K0.00%Q3 2026 08

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$26M447K0.04%Q2 2026 09

NORTH STAR ASSET MANAGEMENT INC

CIK 0001056559

$22M377K0.85%Q2 2026 10

Vanguard Portfolio Management

CIK 0002100121· Index

$17M290K0.00%Q2 2026 11

LSV ASSET MANAGEMENT

CIK 0001050470

$15M262K0.03%Q3 2026 12

UBS Group AG

CIK 0001610520

$15M256K0.00%Q3 2026 13

NORTHERN TRUST CORP

CIK 0000073124· Index

$14M241K0.00%Q2 2026 14

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$12M214K0.01%Q2 2026 15

Tributary Capital Management, LLC

CIK 0001441888

$12M209K1.11%Q3 2026 16

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

CIK 0001164833

$10M191K0.03%Q1 2026 17

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$8M144K0.00%Q2 2026 18

JPMORGAN CHASE & CO

CIK 0000019617

$8M140K0.00%Q2 2026 19

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$8M138K0.00%Q2 2026 20

BANC FUNDS CO LLC

CIK 0001029311

$7M128K1.19%Q3 2026

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