AI Holders Summary · Q2 2026

268 institutions reported MCRI in Q2 2026. BlackRock, Inc. leads at 26.5% 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

$271M2.1M0.00%Q2 2026 02

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$73M558K0.03%Q2 2026 03

DAVENPORT & Co LLC

CIK 0000887777

$69M523K0.34%Q2 2026 04

STATE STREET CORP

CIK 0000093751

$68M518K0.00%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$68M517K0.00%Q2 2026 06

JPMORGAN CHASE & CO

CIK 0000019617

$59M442K0.00%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$56M426K0.00%Q2 2026 08

Vanguard Portfolio Management

CIK 0002100121· Index

$54M414K0.00%Q2 2026 09

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$45M340K0.12%Q2 2026 10

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$33M250K0.02%Q2 2026 11

MORGAN STANLEY

CIK 0000895421

$27M204K0.00%Q2 2026 12

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$26M200K0.01%Q2 2026 13

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$26M274K0.01%Q1 2026 14

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$25M189K0.00%Q2 2026 15

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$23M172K0.01%Q2 2026 16

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$22M168K0.00%Q2 2026 17

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$20M155K0.00%Q2 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$20M149K0.00%Q2 2026 19

Clark Capital Management Group, Inc.

CIK 0001352187

$18M136K0.10%Q2 2026 20

NORTHERN TRUST CORP

CIK 0000073124· Index

$17M130K0.00%Q2 2026

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