AI Holders Summary · Q2 2026

148 institutions reported MPB in Q2 2026. WELLINGTON MANAGEMENT GROUP LLP leads at 21.5% 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

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$80M2.3M0.01%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

$60M1.7M0.00%Q2 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$35M999K0.00%Q2 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$31M886K0.01%Q2 2026 05

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$28M888K0.01%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$24M696K0.00%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$20M582K0.00%Q2 2026 08

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$12M356K0.01%Q2 2026 09

Fourthstone LLC

CIK 0001767803

$12M367K2.00%Q1 2026 10

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$9M271K0.01%Q2 2026 11

BANC FUNDS CO LLC

CIK 0001029311

$7M208K1.20%Q2 2026 12

Vanguard Portfolio Management

CIK 0002100121· Index

$7M193K0.00%Q2 2026 13

Petiole USA ltd

CIK 0001600202

$7M192K4.82%Q2 2026 14

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$6M184K0.00%Q2 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$6M182K0.00%Q2 2026 16

Nuveen, LLC

CIK 0001871926

$6M178K0.00%Q2 2026 17

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$6M164K0.10%Q2 2026 18

EMERALD MUTUAL FUND ADVISERS TRUST

CIK 0001352895

$6M162K0.20%Q2 2026 19

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$5M147K0.00%Q2 2026 20

CITADEL ADVISORS LLC

CIK 0001423053

$5M146K0.00%Q2 2026

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