AI Holders Summary · Q1 2026

220 institutions reported OIS in Q1 2026. BlackRock, Inc. leads at 17.5% 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

$73M6.3M0.00%Q1 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$41M3.5M0.01%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$28M2.4M0.00%Q1 2026 04

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$27M2.4M0.04%Q1 2026 05

First Eagle Investment Management, LLC

CIK 0001325447

$24M2.0M0.04%Q1 2026 06

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$22M1.8M0.01%Q1 2026 07

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$21M1.8M0.01%Q1 2026 08

STATE STREET CORP

CIK 0000093751

$20M1.7M0.00%Q1 2026 09

Vanguard Portfolio Management

CIK 0002100121· Index

$19M1.6M0.00%Q1 2026 10

D. E. Shaw & Co., Inc.

CIK 0001009207

$18M2.6M0.01%Q4 2025 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$16M1.4M0.00%Q1 2026 12

MORGAN STANLEY

CIK 0000895421

$16M1.4M0.00%Q1 2026 13

DRIEHAUS CAPITAL MANAGEMENT LLC

CIK 0000938206

$15M1.3M0.11%Q1 2026 14

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$13M1.1M0.00%Q1 2026 15

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$13M1.1M0.27%Q1 2026 16

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$12M1.1M0.01%Q1 2026 17

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

CIK 0001164833

$12M1.0M0.04%Q1 2026 18

UBS Group AG

CIK 0001610520

$10M853K0.00%Q1 2026 19

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$10M833K0.20%Q1 2026 20

JPMORGAN CHASE & CO

CIK 0000019617

$10M822K0.00%Q1 2026

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