AI Holders Summary · Q2 2026

91 institutions reported PDLB in Q2 2026. BlackRock, Inc. leads at 16.8% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$35M1.7M0.00%Q2 2026 02

M3F, Inc.

CIK 0001511291

$33M2.0M8.30%Q1 2026 03

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$32M1.9M0.02%Q1 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$19M955K0.00%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$18M878K0.00%Q2 2026 06

BANK OF AMERICA CORP /DE/

CIK 0000070858

$10M508K0.00%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$10M496K0.00%Q2 2026 08

STATE STREET CORP

CIK 0000093751

$8M381K0.00%Q2 2026 09

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$5M289K0.00%Q1 2026 10

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$5M235K0.00%Q2 2026 11

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$5M231K0.01%Q2 2026 12

Empirical Finance, LLC

CIK 0001572838

$4M247K0.19%Q1 2026 13

MANGROVE PARTNERS IM, LLC

CIK 0001535392

$4M191K0.25%Q2 2026 14

First Pacific Advisors, LP

CIK 0001377581

$4M182K0.04%Q2 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$3M163K0.00%Q2 2026 16

MARSHALL WACE, LLP

CIK 0001318757

$3M151K0.00%Q2 2026 17

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$3M140K0.00%Q2 2026 18

Vanguard Portfolio Management

CIK 0002100121· Index

$3M136K0.00%Q2 2026 19

Connor, Clark & Lunn Investment Management Ltd.

CIK 0001596800

$3M130K0.00%Q2 2026 20

ALGERT GLOBAL LLC

CIK 0001275218

$2M90K0.02%Q2 2026

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