AI Holders Summary · Q1 2026

62 institutions reported PDEX in Q1 2026. BlackRock, Inc. leads at 22.5% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(7 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$7M153K0.00%Q1 2026 02

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$5M111K0.00%Q1 2026 03

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

CIK 0001238990

$3M62K0.17%Q1 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$3M57K0.00%Q1 2026 05

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$2M48K0.00%Q1 2026 06

NORTHERN TRUST CORP

CIK 0000073124· Index

$2M47K0.00%Q1 2026 07

STATE STREET CORP

CIK 0000093751

$2M33K0.00%Q1 2026 08

JPMORGAN CHASE & CO

CIK 0000019617

$2M32K0.00%Q1 2026 09

MORGAN STANLEY

CIK 0000895421

$698K14K0.00%Q1 2026 10

BNP PARIBAS FINANCIAL MARKETS

CIK 0001166588

$650K13K0.00%Q1 2026 11

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$642K13K0.00%Q1 2026 12

LPL Financial LLC

CIK 0001403438

$642K13K0.00%Q1 2026 13

Vanguard Portfolio Management

CIK 0002100121· Index

$611K12K0.00%Q1 2026 14

OSAIC HOLDINGS, INC.

CIK 0001677044

$569K12K0.00%Q1 2026 15

Bank of New York Mellon Corp

CIK 0001390777

$543K11K0.00%Q1 2026 16

UBS Group AG

CIK 0001610520

$533K11K0.00%Q1 2026 17

CORSAIR CAPITAL MANAGEMENT, L.P.

CIK 0001276470

$532K11K0.08%Q1 2026 18

BARD ASSOCIATES INC

CIK 0001105907

$519K11K0.13%Q1 2026 19

GOLDMAN SACHS GROUP INC

CIK 0000886982

$498K10K0.00%Q1 2026 20

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$319K6K0.00%Q1 2026

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