AI Holders Summary · Q2 2026

122 institutions reported MCBS in Q2 2026. BlackRock, Inc. leads at 26.4% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(7 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$65M1.8M0.00%Q2 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$34M956K0.00%Q2 2026 03

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$26M737K0.01%Q2 2026 04

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$21M595K0.00%Q2 2026 05

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$20M552K0.00%Q2 2026 06

STATE STREET CORP

CIK 0000093751

$18M510K0.00%Q2 2026 07

NORTHERN TRUST CORP

CIK 0000073124· Index

$8M227K0.00%Q2 2026 08

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$8M219K0.01%Q2 2026 09

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$7M183K0.00%Q2 2026 10

Vanguard Portfolio Management

CIK 0002100121· Index

$6M160K0.00%Q2 2026 11

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$5M148K0.00%Q2 2026 12

Bank of New York Mellon Corp

CIK 0001390777

$5M127K0.00%Q2 2026 13

MORGAN STANLEY

CIK 0000895421

$4M120K0.00%Q2 2026 14

HoldCo Asset Management, LP

CIK 0001724246

$4M101K0.23%Q2 2026 15

De Lisle Partners LLP

CIK 0002011184

$3M84K0.33%Q2 2026 16

Creative Planning

CIK 0001540235

$3M82K0.00%Q2 2026 17

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$2M66K0.00%Q2 2026 18

Nuveen, LLC

CIK 0001871926

$2M64K0.00%Q2 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M58K0.00%Q2 2026 20

Cape Investment Advisory, Inc.

CIK 0001944437

$2M56K0.54%Q2 2026

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