AI Holders Summary · Q2 2026

86 institutions reported ORMP in Q2 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 23.8% 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

MERCER GLOBAL ADVISORS INC /ADV

CIK 0000853758

$18M3.8M0.02%Q2 2026 02

Aquamarine Financial (Cayman) Ltd

CIK 0002104187

$12M2.5M0.67%Q2 2026 03

Gem Investment Advisors, LLC

CIK 0001580018

$10M2.0M5.89%Q2 2026 04

BlackRock, Inc.

CIK 0002012383

$8M1.6M0.00%Q2 2026 05

SB Capital Management Inc

CIK 0001302815

$5M1.9M1.98%Q4 2025 06

Murchinson Ltd.

CIK 0001838556

$4M1.3M0.57%Q1 2026 07

BML Capital Management, LLC

CIK 0001616824

$4M866K2.37%Q2 2026 08

BOOTHBAY FUND MANAGEMENT, LLC

CIK 0001549230

$3M579K0.04%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$2M501K0.00%Q2 2026 10

GOLDMAN SACHS GROUP INC

CIK 0000886982

$1M253K0.00%Q2 2026 11

STATE STREET CORP

CIK 0000093751

$1M242K0.00%Q2 2026 12

Rathbones Group PLC

CIK 0001351991

$1M233K0.00%Q2 2026 13

Vanguard Portfolio Management

CIK 0002100121· Index

$1M230K0.00%Q2 2026 14

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$974K203K0.00%Q2 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$889K185K0.00%Q2 2026 16

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$884K184K0.00%Q2 2026 17

WELLS FARGO & COMPANY/MN

CIK 0000072971

$798K166K0.00%Q2 2026 18

BANK OF AMERICA CORP /DE/

CIK 0000070858

$725K151K0.00%Q2 2026 19

STRS OHIO

CIK 0000820478

$644K134K0.00%Q2 2026 20

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

CIK 0001423442

$495K103K0.00%Q2 2026

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