AI Holders Summary · Q1 2026

157 institutions reported SMBC in Q1 2026. BlackRock, Inc. leads at 20.7% 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

$59M928K0.00%Q1 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$28M441K0.01%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$28M432K0.00%Q1 2026 04

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$20M316K0.01%Q1 2026 05

STATE STREET CORP

CIK 0000093751

$18M282K0.00%Q1 2026 06

FJ Capital Management LLC

CIK 0001599170

$18M301K1.96%Q4 2025 07

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$15M239K0.01%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$15M236K0.00%Q1 2026 09

RAFFLES ASSOCIATES LP

CIK 0001169581

$14M223K12.36%Q1 2026 10

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

CIK 0001164833

$10M155K0.03%Q1 2026 11

Vanguard Portfolio Management

CIK 0002100121· Index

$9M144K0.00%Q1 2026 12

ALGERT GLOBAL LLC

CIK 0001275218

$8M125K0.12%Q1 2026 13

MORGAN STANLEY

CIK 0000895421

$6M100K0.00%Q1 2026 14

ACR Alpine Capital Research, LLC

CIK 0001508822

$6M95K0.09%Q1 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$6M93K0.00%Q1 2026 16

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$6M92K0.01%Q1 2026 17

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$5M85K0.00%Q1 2026 18

Siena Capital Partners GP, LLC

CIK 0001694886

$5M79K1.32%Q1 2026 19

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$5M77K0.00%Q1 2026 20

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$5M72K0.09%Q1 2026

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