AI Holders Summary · Q1 2026

222 institutions reported SAFE in Q1 2026. BlackRock, Inc. leads at 25.0% 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

$132M9.7M0.00%Q1 2026 02

MSD CAPITAL, L.P.

CIK 0001105497

$78M5.8M89.59%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$68M5.0M0.00%Q1 2026 04

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$53M3.9M0.04%Q1 2026 05

STATE STREET CORP

CIK 0000093751

$36M2.6M0.00%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$31M2.3M0.00%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$18M1.4M0.00%Q1 2026 08

AMERIPRISE FINANCIAL INC

CIK 0000820027

$14M1.0M0.00%Q1 2026 09

MORGAN STANLEY

CIK 0000895421

$12M857K0.00%Q1 2026 10

JPMORGAN CHASE & CO

CIK 0000019617

$11M815K0.00%Q1 2026 11

ALGERT GLOBAL LLC

CIK 0001275218

$11M801K0.16%Q1 2026 12

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$11M798K0.00%Q1 2026 13

NewEdge Wealth, LLC

CIK 0001861796

$10M767K0.12%Q1 2026 14

NORTHERN TRUST CORP

CIK 0000073124· Index

$8M616K0.00%Q1 2026 15

Long Pond Capital, LP

CIK 0001499066

$7M554K0.72%Q1 2026 16

CITADEL ADVISORS LLC

CIK 0001423053

$7M521K0.00%Q4 2025 17

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$6M446K0.00%Q1 2026 18

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

CIK 0000861177

$6M419K0.00%Q1 2026 19

Bank of New York Mellon Corp

CIK 0001390777

$5M396K0.00%Q1 2026 20

PEREGRINE CAPITAL MANAGEMENT LLC

CIK 0000764529

$5M291K0.15%Q2 2026

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