AI Holders Summary · Q2 2026

129 institutions reported RM in Q2 2026. BlackRock, Inc. leads at 17.9% 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

$48M1.2M0.00%Q2 2026 02

Forager Capital Management, LLC

CIK 0001802986

$39M948K14.69%Q2 2026 03

BASSWOOD CAPITAL MANAGEMENT, L.L.C.

CIK 0001085393

$35M855K1.40%Q2 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$28M691K0.01%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$14M336K0.00%Q2 2026 06

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$12M289K0.01%Q2 2026 07

Tieton Capital Management, LLC

CIK 0001381954

$12M305K4.04%Q4 2025 08

LSV ASSET MANAGEMENT

CIK 0001050470

$11M343K0.02%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$9M225K0.00%Q2 2026 10

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$8M186K0.01%Q2 2026 11

STATE STREET CORP

CIK 0000093751

$7M173K0.00%Q2 2026 12

GOLDMAN SACHS GROUP INC

CIK 0000886982

$6M157K0.00%Q2 2026 13

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$5M125K0.00%Q2 2026 14

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$5M122K0.00%Q2 2026 15

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$5M122K0.09%Q2 2026 16

Hillsdale Investment Management Inc.

CIK 0001368465

$5M114K0.11%Q2 2026 17

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$5M112K0.00%Q2 2026 18

MORGAN STANLEY

CIK 0000895421

$5M110K0.00%Q2 2026 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$4M90K0.00%Q2 2026 20

Bank of New York Mellon Corp

CIK 0001390777

$3M77K0.00%Q2 2026

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