AI Holders Summary · Q1 2026

31 institutions reported MLCI in Q1 2026. VANGUARD CAPITAL MANAGEMENT LLC leads at 23.1% 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

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$2M597K0.00%Q1 2026 02

JB CAPITAL PARTNERS LP

CIK 0001138532

$2M504K0.31%Q1 2026 03

HighTower Advisors, LLC

CIK 0001462245

$1M281K0.00%Q1 2026 04

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

CIK 0001238990

$784K219K0.05%Q1 2026 05

FIL Ltd

CIK 0000318989

$707K197K0.00%Q1 2026 06

FINANCIAL CONSULATE, INC

CIK 0001624510

$626K175K0.08%Q1 2026 07

Anson Funds Management LP

CIK 0001491072

$558K156K0.02%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$343K96K0.00%Q1 2026 09

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$269K75K0.00%Q1 2026 10

1832 Asset Management L.P.

CIK 0000944388

$173K48K0.00%Q1 2026 11

BlackRock, Inc.

CIK 0002012383

$170K47K0.00%Q1 2026 12

Arbiter Partners Capital Management LLC

CIK 0001513193

$127K36K0.07%Q1 2026 13

Marex Group plc

CIK 0001997464

$94K26K0.00%Q1 2026 14

NORTHERN TRUST CORP

CIK 0000073124· Index

$91K25K0.00%Q1 2026 15

UBS Group AG

CIK 0001610520

$80K22K0.00%Q1 2026 16

NATIONAL BANK OF CANADA /FI/

CIK 0000926171

$70K20K0.00%Q1 2026 17

Closed-End Fund Advisors, Inc.

CIK 0002103520

$67K19K0.07%Q1 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$63K18K0.00%Q1 2026 19

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$36K10K0.00%Q1 2026 20

SHUFRO ROSE & CO LLC

CIK 0000908195

$36K10K0.00%Q1 2026

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