AI Holders Summary · Q2 2026

475 institutions reported SMG in Q2 2026. BlackRock, Inc. leads at 13.5% 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

$304M4.5M0.00%Q2 2026 02

FMR LLC

CIK 0000315066

$295M5.9M0.01%Q3 2026 03

EARNEST PARTNERS LLC

CIK 0001102578

$247M3.6M0.89%Q2 2026 04

Vanguard Portfolio Management

CIK 0002100121· Index

$165M2.4M0.01%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$135M2.0M0.00%Q2 2026 06

STATE STREET CORP

CIK 0000093751

$109M1.6M0.00%Q2 2026 07

AMERIPRISE FINANCIAL INC

CIK 0000820027

$108M1.6M0.02%Q2 2026 08

ARIEL INVESTMENTS, LLC

CIK 0000936753

$96M1.4M0.96%Q2 2026 09

BRANDES INVESTMENT PARTNERS, LP

CIK 0001015079

$91M1.3M0.64%Q2 2026 10

Quantinno Capital Management LP

CIK 0001759654

$87M1.3M0.10%Q2 2026 11

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$84M1.2M0.04%Q2 2026 12

Epoch Investment Partners, Inc.

CIK 0001305841

$83M1.2M0.47%Q2 2026 13

NORTHERN TRUST CORP

CIK 0000073124· Index

$78M1.1M0.01%Q2 2026 14

DEPRINCE RACE & ZOLLO INC

CIK 0001008894

$65M1.3M1.14%Q3 2026 15

BANK OF AMERICA CORP /DE/

CIK 0000070858

$60M886K0.00%Q2 2026 16

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$55M813K0.04%Q2 2026 17

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$50M1.0M0.01%Q3 2026 18

NORGES BANK

CIK 0001374170· Sovereign

$46M676K0.00%Q2 2026 19

MORGAN STANLEY

CIK 0000895421

$43M635K0.00%Q2 2026 20

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$42M835K0.00%Q3 2026

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