AI Holders Summary · Q2 2026

711 institutions reported SBAC in Q2 2026. DODGE & COX leads at 17.2% 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

$2.2B12.3M1.14%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

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

Vanguard Portfolio Management

CIK 0002100121· Index

$1.7B9.8M0.08%Q2 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$1.2B6.9M0.03%Q2 2026 05

STATE STREET CORP

CIK 0000093751

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

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$558M3.2M0.03%Q2 2026 07

COHEN & STEERS, INC.

CIK 0001284812

$539M3.1M0.94%Q1 2026 08

JPMORGAN CHASE & CO

CIK 0000019617

$486M2.7M0.03%Q2 2026 09

Invesco Ltd.

CIK 0000914208

$341M1.9M0.03%Q2 2026 10

DEUTSCHE BANK AG\

CIK 0000948046

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

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$302M1.7M0.04%Q2 2026 12

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$284M1.6M0.05%Q2 2026 13

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$277M1.6M0.12%Q2 2026 14

NORGES BANK

CIK 0001374170· Sovereign

$262M1.5M0.03%Q2 2026 15

Legal & General Group Plc

CIK 0000764068

$252M1.4M0.05%Q2 2026 16

Long Pond Capital, LP

CIK 0001499066

$245M1.4M23.56%Q2 2026 17

CITADEL ADVISORS LLC

CIK 0001423053

$244M1.4M0.03%Q2 2026 18

DIAMOND HILL CAPITAL MANAGEMENT INC

CIK 0001217541

$228M1.3M1.83%Q2 2026 19

NORDEA INVESTMENT MANAGEMENT AB

CIK 0001218210

$228M1.3M0.19%Q2 2026 20

RUSH ISLAND MANAGEMENT, LP

CIK 0001736465

$228M1.2M14.23%Q4 2025

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