AI Holders Summary · Q1 2026

494 institutions reported OLLI in Q1 2026. FMR LLC leads at 15.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

FMR LLC

CIK 0000315066

$623M6.8M0.03%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$516M5.6M0.01%Q1 2026 03

WASATCH ADVISORS LP

CIK 0000814133

$335M4.4M2.19%Q2 2026 04

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$303M3.3M0.89%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$253M2.8M0.01%Q1 2026 06

Vanguard Portfolio Management

CIK 0002100121· Index

$234M2.5M0.01%Q1 2026 07

GOLDMAN SACHS GROUP INC

CIK 0000886982

$223M2.4M0.03%Q1 2026 08

STATE STREET CORP

CIK 0000093751

$176M1.9M0.01%Q1 2026 09

CITADEL ADVISORS LLC

CIK 0001423053

$173M1.6M0.03%Q4 2025 10

UBS Group AG

CIK 0001610520

$153M1.7M0.02%Q1 2026 11

Summit Trail Advisors, LLC

CIK 0001698478

$147M1.6M2.11%Q1 2026 12

Capital Research Global Investors

CIK 0001422848

$126M1.4M0.02%Q1 2026 13

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$117M1.3M0.02%Q1 2026 14

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$112M1.2M0.01%Q1 2026 15

Stephens Investment Management Group LLC

CIK 0001314440

$104M1.1M1.42%Q1 2026 16

Point72 Asset Management, L.P.

CIK 0001603466

$96M1.0M0.12%Q1 2026 17

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$95M1.0M0.04%Q1 2026 18

AMERIPRISE FINANCIAL INC

CIK 0000820027

$94M1.0M0.02%Q1 2026 19

GENEVA CAPITAL MANAGEMENT LLC

CIK 0001009232

$89M964K1.89%Q1 2026 20

Hood River Capital Management LLC

CIK 0001578177

$80M874K0.81%Q1 2026

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