AI Holders Summary · Q1 2026

170 institutions reported NRIM in Q1 2026. BlackRock, Inc. leads at 23.5% 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

BlackRock, Inc.

CIK 0002012383

$63M2.8M0.00%Q1 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$28M1.2M0.01%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$22M964K0.00%Q1 2026 04

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$18M794K0.02%Q1 2026 05

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$18M773K0.01%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$17M749K0.00%Q1 2026 07

STATE STREET CORP

CIK 0000093751

$17M740K0.00%Q1 2026 08

Vanguard Portfolio Management

CIK 0002100121· Index

$12M507K0.00%Q1 2026 09

De Lisle Partners LLP

CIK 0002011184

$11M474K1.30%Q1 2026 10

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

CIK 0001238990

$7M326K0.43%Q1 2026 11

AMERIPRISE FINANCIAL INC

CIK 0000820027

$7M316K0.00%Q1 2026 12

Alaska Wealth Advisors

CIK 0001731601

$7M306K0.84%Q1 2026 13

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$7M292K0.00%Q1 2026 14

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$5M237K0.00%Q1 2026 15

FRANKLIN RESOURCES INC

CIK 0000038777

$5M231K0.00%Q1 2026 16

GOLDMAN SACHS GROUP INC

CIK 0000886982

$5M226K0.00%Q1 2026 17

LSV ASSET MANAGEMENT

CIK 0001050470

$5M221K0.01%Q1 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$5M218K0.00%Q1 2026 19

Waverly Advisors, LLC

CIK 0001568787

$5M210K0.04%Q1 2026 20

Boston Partners

CIK 0001386060

$5M210K0.01%Q1 2026

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