AI Holders Summary · Q2 2026

224 institutions reported SAFE in Q2 2026. BlackRock, Inc. leads at 25.7% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$156M9.9M0.00%Q2 2026 02

MSD CAPITAL, L.P.

CIK 0001105497

$91M5.8M89.19%Q2 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$80M5.1M0.00%Q2 2026 04

T. Rowe Price Investment Management, Inc.

CIK 0001897612

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

STATE STREET CORP

CIK 0000093751

$41M2.6M0.00%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$36M2.3M0.00%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$23M1.5M0.00%Q2 2026 08

AMERIPRISE FINANCIAL INC

CIK 0000820027

$18M1.1M0.00%Q2 2026 09

JPMORGAN CHASE & CO

CIK 0000019617

$14M862K0.00%Q2 2026 10

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$13M843K0.00%Q2 2026 11

MORGAN STANLEY

CIK 0000895421

$12M793K0.00%Q2 2026 12

NewEdge Wealth, LLC

CIK 0001861796

$11M671K0.11%Q2 2026 13

NORTHERN TRUST CORP

CIK 0000073124· Index

$10M653K0.00%Q2 2026 14

ALGERT GLOBAL LLC

CIK 0001275218

$10M608K0.11%Q2 2026 15

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$8M524K0.00%Q2 2026 16

GOLDMAN SACHS GROUP INC

CIK 0000886982

$7M456K0.00%Q2 2026 17

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

CIK 0000861177

$7M416K0.00%Q2 2026 18

Bank of New York Mellon Corp

CIK 0001390777

$6M412K0.00%Q2 2026 19

BANK OF AMERICA CORP /DE/

CIK 0000070858

$5M328K0.00%Q2 2026 20

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$5M313K0.00%Q2 2026

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