AI Holders Summary · Q1 2026

703 institutions reported SBAC in Q1 2026. DODGE & COX 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

DODGE & COX

CIK 0000200217

$2.1B12.1M1.14%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$1.8B10.1M0.03%Q2 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$1.7B9.7M0.09%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$1.2B6.9M0.03%Q1 2026 05

STATE STREET CORP

CIK 0000093751

$903M5.1M0.03%Q2 2026 06

JPMORGAN CHASE & CO

CIK 0000019617

$665M3.9M0.04%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$540M3.1M0.03%Q1 2026 08

COHEN & STEERS, INC.

CIK 0001284812

$539M3.1M0.94%Q1 2026 09

Invesco Ltd.

CIK 0000914208

$338M2.0M0.03%Q1 2026 10

DEUTSCHE BANK AG\

CIK 0000948046

$320M1.8M0.09%Q2 2026 11

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$284M1.6M0.05%Q2 2026 12

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$278M1.6M0.15%Q1 2026 13

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$272M1.6M0.04%Q1 2026 14

Legal & General Group Plc

CIK 0000764068

$259M1.5M0.06%Q1 2026 15

DIAMOND HILL CAPITAL MANAGEMENT INC

CIK 0001217541

$228M1.3M1.83%Q2 2026 16

NORDEA INVESTMENT MANAGEMENT AB

CIK 0001218210

$228M1.3M0.19%Q2 2026 17

RUSH ISLAND MANAGEMENT, LP

CIK 0001736465

$228M1.2M14.23%Q4 2025 18

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$203M1.2M0.10%Q2 2026 19

MORGAN STANLEY

CIK 0000895421

$192M1.1M0.01%Q1 2026 20

AMERIPRISE FINANCIAL INC

CIK 0000820027

$174M1.0M0.04%Q1 2026

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