AI Holders Summary · Q2 2026

120 institutions reported MVBF in Q2 2026. WELLINGTON MANAGEMENT GROUP LLP leads at 28.6% 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

$51M1.8M0.01%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

$30M1.0M0.00%Q2 2026 03

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$16M556K0.00%Q3 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$15M518K0.00%Q2 2026 05

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$9M306K0.00%Q3 2026 06

AMERIPRISE FINANCIAL INC

CIK 0000820027

$8M277K0.00%Q2 2026 07

BASSWOOD CAPITAL MANAGEMENT, L.L.C.

CIK 0001085393

$7M258K0.30%Q2 2026 08

STATE STREET CORP

CIK 0000093751

$7M245K0.00%Q3 2026 09

ENDEAVOUR CAPITAL ADVISORS INC

CIK 0001218749

$4M146K0.84%Q3 2026 10

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$4M126K0.00%Q3 2026 11

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$4M122K0.06%Q2 2026 12

BANC FUNDS CO LLC

CIK 0001029311

$3M116K0.54%Q3 2026 13

DIAMOND HILL CAPITAL MANAGEMENT INC

CIK 0001217541

$3M104K0.03%Q3 2026 14

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$3M98K0.05%Q2 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$3M93K0.00%Q2 2026 16

Pure Financial Advisors, LLC

CIK 0001571556

$2M85K0.03%Q2 2026 17

Vanguard Portfolio Management

CIK 0002100121· Index

$2M80K0.00%Q2 2026 18

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$2M78K0.00%Q2 2026 19

CITADEL ADVISORS LLC

CIK 0001423053

$2M78K0.00%Q2 2026 20

Kestra Advisory Services, LLC

CIK 0001830819

$2M75K0.01%Q3 2026

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