AI Holders Summary · Q1 2026

148 institutions reported MPB in Q1 2026. WELLINGTON MANAGEMENT GROUP LLP leads at 22.7% 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

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$73M2.3M0.01%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$48M1.5M0.00%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$29M915K0.00%Q1 2026 04

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$28M888K0.01%Q1 2026 05

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$24M748K0.01%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$18M554K0.00%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$16M504K0.00%Q1 2026 08

Fourthstone LLC

CIK 0001767803

$12M367K2.00%Q1 2026 09

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$10M302K0.01%Q1 2026 10

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$9M272K0.01%Q1 2026 11

Rhino Investment Partners, Inc

CIK 0001828776

$7M232K2.08%Q1 2026 12

BANC FUNDS CO LLC

CIK 0001029311

$7M208K1.25%Q1 2026 13

Petiole USA ltd

CIK 0001600202

$6M195K4.37%Q1 2026 14

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$5M167K0.00%Q1 2026 15

EMERALD MUTUAL FUND ADVISERS TRUST

CIK 0001352895

$5M162K0.25%Q1 2026 16

Vanguard Portfolio Management

CIK 0002100121· Index

$5M159K0.00%Q1 2026 17

NORTHERN TRUST CORP

CIK 0000073124· Index

$5M156K0.00%Q1 2026 18

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$5M156K0.10%Q1 2026 19

GOLDMAN SACHS GROUP INC

CIK 0000886982

$5M151K0.00%Q1 2026 20

DEPRINCE RACE & ZOLLO INC

CIK 0001008894

$4M137K0.08%Q1 2026

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