AI Holders Summary · Q2 2026

213 institutions reported PLPC in Q2 2026. HighTower Advisors, LLC leads at 37.0% 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

HighTower Advisors, LLC

CIK 0001462245

$417M1.0M0.40%Q2 2026 02

WASATCH ADVISORS LP

CIK 0000814133

$155M377K1.01%Q2 2026 03

BlackRock, Inc.

CIK 0002012383

$93M227K0.00%Q2 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$90M218K0.02%Q2 2026 05

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

CIK 0001705339

$67M163K0.08%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$45M110K0.00%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$34M84K0.00%Q2 2026 08

FMR LLC

CIK 0000315066

$31M76K0.00%Q2 2026 09

ROYCE & ASSOCIATES LP

CIK 0000906304

$29M70K0.23%Q2 2026 10

Vanguard Portfolio Management

CIK 0002100121· Index

$27M66K0.00%Q2 2026 11

STATE STREET CORP

CIK 0000093751

$25M60K0.00%Q2 2026 12

Tributary Capital Management, LLC

CIK 0001441888

$16M38K1.29%Q2 2026 13

Invesco Ltd.

CIK 0000914208

$15M37K0.00%Q2 2026 14

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$15M36K0.02%Q2 2026 15

Qube Research & Technologies Ltd

CIK 0001729829

$13M32K0.01%Q2 2026 16

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$12M30K0.01%Q2 2026 17

MORGAN STANLEY

CIK 0000895421

$12M29K0.00%Q2 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$10M25K0.00%Q2 2026 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$10M25K0.00%Q2 2026 20

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$9M22K0.00%Q2 2026

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