AI Holders Summary · Q1 2026

119 institutions reported RM in Q1 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(5 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$37M1.1M0.00%Q1 2026 02

Forager Capital Management, LLC

CIK 0001802986

$33M1.0M16.36%Q1 2026 03

BASSWOOD CAPITAL MANAGEMENT, L.L.C.

CIK 0001085393

$27M821K1.29%Q1 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$22M692K0.00%Q1 2026 05

Tieton Capital Management, LLC

CIK 0001381954

$12M305K4.04%Q4 2025 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$11M345K0.00%Q1 2026 07

LSV ASSET MANAGEMENT

CIK 0001050470

$11M343K0.02%Q1 2026 08

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$8M261K0.00%Q1 2026 09

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$7M223K0.01%Q1 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$7M213K0.00%Q1 2026 11

STATE STREET CORP

CIK 0000093751

$6M174K0.00%Q1 2026 12

GOLDMAN SACHS GROUP INC

CIK 0000886982

$5M163K0.00%Q1 2026 13

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$5M160K0.00%Q1 2026 14

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$5M160K0.00%Q1 2026 15

SEI INVESTMENTS CO

CIK 0000350894

$5M157K0.00%Q1 2026 16

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$4M117K0.08%Q1 2026 17

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$3M108K0.00%Q1 2026 18

Hillsdale Investment Management Inc.

CIK 0001368465

$3M98K0.09%Q1 2026 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$3M93K0.00%Q1 2026 20

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$3M86K0.00%Q1 2026

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