AI Holders Summary · Q1 2026

252 institutions reported MCRI in Q1 2026. BlackRock, Inc. leads at 25.2% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$188M2.0M0.00%Q1 2026 02

DAVENPORT & Co LLC

CIK 0000887777

$69M523K0.34%Q2 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$53M552K0.00%Q1 2026 04

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$49M510K0.03%Q1 2026 05

JPMORGAN CHASE & CO

CIK 0000019617

$48M506K0.00%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$46M485K0.00%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$39M409K0.00%Q1 2026 08

Vanguard Portfolio Management

CIK 0002100121· Index

$36M378K0.00%Q1 2026 09

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$28M294K0.09%Q1 2026 10

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$26M274K0.01%Q1 2026 11

MORGAN STANLEY

CIK 0000895421

$21M224K0.00%Q1 2026 12

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$19M203K0.01%Q1 2026 13

FMR LLC

CIK 0000315066

$18M185K0.00%Q1 2026 14

Tributary Capital Management, LLC

CIK 0001441888

$16M123K1.33%Q2 2026 15

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$16M169K0.00%Q1 2026 16

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$16M166K0.01%Q1 2026 17

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$15M161K0.00%Q1 2026 18

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$15M153K0.00%Q1 2026 19

Qube Research & Technologies Ltd

CIK 0001729829

$14M147K0.02%Q1 2026 20

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$13M135K0.02%Q1 2026

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