AI Holders Summary · Q1 2026

366 institutions reported OTTR in Q1 2026. BlackRock, Inc. leads at 29.5% 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

$564M6.4M0.01%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$259M2.9M0.01%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$164M1.9M0.00%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$138M1.6M0.00%Q1 2026 05

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$93M1.1M0.01%Q1 2026 06

LSV ASSET MANAGEMENT

CIK 0001050470

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

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$72M815K0.01%Q1 2026 08

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$58M663K0.05%Q1 2026 09

MORGAN STANLEY

CIK 0000895421

$57M654K0.00%Q1 2026 10

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$53M607K0.04%Q1 2026 11

CAISSE DE DEPOT ET PLACEMENT DU QUEBEC

CIK 0000898286

$50M570K0.08%Q1 2026 12

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$46M524K0.01%Q1 2026 13

GOLDMAN SACHS GROUP INC

CIK 0000886982

$43M485K0.00%Q1 2026 14

GABELLI FUNDS LLC

CIK 0001081407

$41M467K0.28%Q1 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$38M432K0.01%Q1 2026 16

Bank of New York Mellon Corp

CIK 0001390777

$31M351K0.01%Q1 2026 17

ADAGE CAPITAL PARTNERS GP, L.L.C.

CIK 0001165408

$30M342K0.05%Q1 2026 18

BANK OF AMERICA CORP /DE/

CIK 0000070858

$30M336K0.00%Q1 2026 19

JPMORGAN CHASE & CO

CIK 0000019617

$29M340K0.00%Q1 2026 20

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$24M272K0.01%Q1 2026

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