AI Holders Summary · Q2 2026

381 institutions reported OTTR in Q2 2026. BlackRock, Inc. leads at 29.7% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(8 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$590M6.6M0.01%Q2 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$270M3.0M0.01%Q2 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$170M1.9M0.00%Q2 2026 04

STATE STREET CORP

CIK 0000093751

$148M1.6M0.00%Q2 2026 05

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$100M1.1M0.01%Q2 2026 06

LSV ASSET MANAGEMENT

CIK 0001050470

$92M1.0M0.20%Q1 2026 07

MORGAN STANLEY

CIK 0000895421

$80M885K0.00%Q2 2026 08

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$75M828K0.01%Q2 2026 09

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$65M726K0.05%Q2 2026 10

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$57M637K0.03%Q2 2026 11

CAISSE DE DEPOT ET PLACEMENT DU QUEBEC

CIK 0000898286

$49M540K0.07%Q2 2026 12

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$47M520K0.01%Q2 2026 13

GABELLI FUNDS LLC

CIK 0001081407

$42M462K0.27%Q2 2026 14

NORTHERN TRUST CORP

CIK 0000073124· Index

$41M453K0.00%Q2 2026 15

Bank of New York Mellon Corp

CIK 0001390777

$32M358K0.01%Q2 2026 16

JPMORGAN CHASE & CO

CIK 0000019617

$28M316K0.00%Q2 2026 17

BANK OF AMERICA CORP /DE/

CIK 0000070858

$28M313K0.00%Q2 2026 18

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$25M279K0.01%Q2 2026 19

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$25M276K0.01%Q2 2026 20

Nuveen, LLC

CIK 0001871926

$24M268K0.01%Q2 2026

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