AI Holders Summary · Q2 2026

237 institutions reported MSEX in Q2 2026. BlackRock, Inc. leads at 24.4% 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

BlackRock, Inc.

CIK 0002012383

$176M3.1M0.00%Q2 2026 02

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$91M1.7M0.06%Q1 2026 03

Neuberger Berman Group LLC

CIK 0001465109

$90M1.6M0.06%Q2 2026 04

MORGAN STANLEY

CIK 0000895421

$62M1.1M0.00%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$45M802K0.00%Q2 2026 06

STATE STREET CORP

CIK 0000093751

$45M798K0.00%Q2 2026 07

Vanguard Portfolio Management

CIK 0002100121· Index

$29M514K0.00%Q2 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$28M501K0.00%Q2 2026 09

Legal & General Group Plc

CIK 0000764068

$25M438K0.01%Q2 2026 10

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$20M348K0.00%Q2 2026 11

Invesco Ltd.

CIK 0000914208

$16M280K0.00%Q2 2026 12

Ledgewood Wealth Advisors, LLC

CIK 0002064043

$14M254K7.57%Q2 2026 13

NORTHERN TRUST CORP

CIK 0000073124· Index

$13M223K0.00%Q2 2026 14

TSP Capital Management Group, LLC

CIK 0001317208

$12M211K2.84%Q2 2026 15

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$11M194K0.00%Q2 2026 16

Bank of New York Mellon Corp

CIK 0001390777

$10M179K0.00%Q2 2026 17

Zimmer Partners, LP

CIK 0001565854

$9M184K0.24%Q4 2025 18

Thematics Asset Management

CIK 0001956031

$9M171K0.42%Q3 2025 19

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$9M163K0.01%Q2 2026 20

MIROVA

CIK 0001767843

$9M159K0.33%Q2 2026

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