AI Holders Summary · Q2 2026

315 institutions reported SMPL in Q2 2026. BlackRock, Inc. leads at 23.3% 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

$181M13.6M0.00%Q2 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$73M5.5M0.00%Q2 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$49M3.7M0.00%Q2 2026 04

STATE STREET CORP

CIK 0000093751

$46M3.5M0.00%Q2 2026 05

NORGES BANK

CIK 0001374170· Sovereign

$40M3.0M0.00%Q2 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$37M2.8M0.00%Q2 2026 07

River Road Asset Management, LLC

CIK 0001341401

$34M2.6M0.38%Q2 2026 08

SILVERCREST ASSET MANAGEMENT GROUP LLC

CIK 0001232395

$34M2.5M0.22%Q2 2026 09

D. E. Shaw & Co., Inc.

CIK 0001009207

$33M1.6M0.02%Q4 2025 10

GOLDMAN SACHS GROUP INC

CIK 0000886982

$32M2.4M0.00%Q2 2026 11

MORGAN STANLEY

CIK 0000895421

$30M2.3M0.00%Q2 2026 12

LSV ASSET MANAGEMENT

CIK 0001050470

$30M2.1M0.06%Q1 2026 13

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$25M1.9M0.01%Q2 2026 14

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$24M1.7M0.02%Q1 2026 15

Boston Trust Walden Corp

CIK 0001534866

$24M1.8M0.18%Q2 2026 16

VOLORIDGE INVESTMENT MANAGEMENT, LLC

CIK 0001556921

$20M1.0M0.07%Q4 2025 17

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$18M1.4M0.00%Q2 2026 18

OAKTREE CAPITAL MANAGEMENT LP

CIK 0000949509

$16M1.2M0.22%Q2 2026 19

FEDERATED HERMES, INC.

CIK 0001056288

$15M1.1M0.02%Q2 2026 20

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$14M1.1M0.00%Q2 2026

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