AI Holders Summary · Q2 2026

117 institutions reported OBT in Q2 2026. BlackRock, Inc. leads at 32.5% 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

$72M2.0M0.00%Q2 2026 02

Orange Investment Advisors, Inc.

CIK 0000943442

$39M1.1M4.74%Q2 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$17M471K0.00%Q2 2026 04

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$11M312K0.01%Q2 2026 05

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$11M308K0.01%Q2 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$11M290K0.00%Q2 2026 07

STATE STREET CORP

CIK 0000093751

$8M216K0.00%Q2 2026 08

BANC FUNDS CO LLC

CIK 0001029311

$7M186K1.13%Q2 2026 09

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$6M219K0.00%Q1 2026 10

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$6M154K0.00%Q2 2026 11

MORGAN STANLEY

CIK 0000895421

$4M111K0.00%Q2 2026 12

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$4M108K0.00%Q2 2026 13

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$4M102K0.00%Q2 2026 14

NORTHERN TRUST CORP

CIK 0000073124· Index

$4M99K0.00%Q2 2026 15

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$4M98K0.00%Q2 2026 16

Vanguard Portfolio Management

CIK 0002100121· Index

$3M86K0.00%Q2 2026 17

BROWN BROTHERS HARRIMAN & CO

CIK 0000014661

$3M84K0.01%Q2 2026 18

MARSHALL WACE, LLP

CIK 0001318757

$3M77K0.00%Q2 2026 19

GOLDMAN SACHS GROUP INC

CIK 0000886982

$3M76K0.00%Q2 2026 20

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$3M72K0.00%Q2 2026

Page 1 of 6

97 more holders available. Log in →