AI Holders Summary · Q1 2026

447 institutions reported OGS in Q1 2026. BlackRock, Inc. leads at 23.1% 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

$785M9.1M0.01%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$309M3.6M0.02%Q1 2026 03

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$291M3.4M0.15%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$262M3.0M0.01%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$239M2.8M0.01%Q1 2026 06

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$224M2.6M0.04%Q1 2026 07

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$160M1.9M0.11%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$136M1.6M0.01%Q1 2026 09

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$117M1.5M0.04%Q1 2026 10

Energy Income Partners, LLC

CIK 0001388814

$115M1.3M1.84%Q1 2026 11

EARNEST PARTNERS LLC

CIK 0001102578

$99M1.2M0.41%Q1 2026 12

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$87M1.0M0.02%Q1 2026 13

GOLDMAN SACHS GROUP INC

CIK 0000886982

$81M945K0.01%Q1 2026 14

Boston Trust Walden Corp

CIK 0001534866

$81M1.0M0.61%Q2 2026 15

MORGAN STANLEY

CIK 0000895421

$76M884K0.00%Q1 2026 16

Qube Research & Technologies Ltd

CIK 0001729829

$75M866K0.08%Q1 2026 17

Bank of New York Mellon Corp

CIK 0001390777

$66M764K0.01%Q1 2026 18

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$65M755K0.01%Q1 2026 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$63M729K0.01%Q1 2026 20

FRANKLIN RESOURCES INC

CIK 0000038777

$62M720K0.02%Q1 2026

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