AI Holders Summary · Q1 2026

643 institutions reported POOL in Q1 2026. WELLINGTON MANAGEMENT GROUP LLP leads at 12.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$580M2.9M0.11%Q1 2026 02

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$577M2.9M1.69%Q1 2026 03

BlackRock, Inc.

CIK 0002012383

$464M2.3M0.01%Q1 2026 04

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$455M2.2M0.31%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$434M2.1M0.01%Q1 2026 06

MORGAN STANLEY

CIK 0000895421

$346M1.7M0.02%Q1 2026 07

Vanguard Portfolio Management

CIK 0002100121· Index

$337M1.7M0.02%Q1 2026 08

STATE STREET CORP

CIK 0000093751

$241M1.2M0.01%Q1 2026 09

Invesco Ltd.

CIK 0000914208

$214M1.1M0.02%Q1 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$180M894K0.01%Q1 2026 11

CITADEL ADVISORS LLC

CIK 0001423053

$171M746K0.03%Q4 2025 12

Southpoint Capital Advisors LP

CIK 0001319998

$101M500K2.08%Q1 2026 13

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 0000912938

$101M465K0.03%Q1 2026 14

JPMORGAN CHASE & CO

CIK 0000019617

$96M478K0.01%Q1 2026 15

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$93M462K0.04%Q1 2026 16

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$92M452K0.30%Q1 2026 17

WELLS FARGO & COMPANY/MN

CIK 0000072971

$86M423K0.02%Q1 2026 18

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$82M405K0.02%Q1 2026 19

LONDON CO OF VIRGINIA

CIK 0001259887

$80M397K0.49%Q1 2026 20

UBS Group AG

CIK 0001610520

$75M372K0.01%Q1 2026

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