AI Holders Summary · Q1 2026

315 institutions reported SPB in Q1 2026. PZENA INVESTMENT MANAGEMENT LLC leads at 12.1% 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

PZENA INVESTMENT MANAGEMENT LLC

CIK 0001027796

$172M2.3M0.56%Q1 2026 02

Callodine Capital Management, LP

CIK 0001741675

$151M2.0M10.56%Q1 2026 03

BlackRock, Inc.

CIK 0002012383

$136M1.8M0.00%Q1 2026 04

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$124M1.7M0.06%Q1 2026 05

Vanguard Portfolio Management

CIK 0002100121· Index

$107M1.4M0.01%Q1 2026 06

UBS Group AG

CIK 0001610520

$77M1.0M0.01%Q1 2026 07

LSV ASSET MANAGEMENT

CIK 0001050470

$76M1.0M0.16%Q1 2026 08

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$74M1.0M0.00%Q1 2026 09

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$69M931K0.01%Q1 2026 10

GOLDMAN SACHS GROUP INC

CIK 0000886982

$59M799K0.01%Q1 2026 11

Quantinno Capital Management LP

CIK 0001759654

$49M660K0.08%Q1 2026 12

DME Capital Management, LP

CIK 0001489933

$48M650K1.50%Q1 2026 13

Alberta Investment Management Corp

CIK 0001463559· Sovereign

$45M607K0.27%Q1 2026 14

STATE STREET CORP

CIK 0000093751

$44M591K0.00%Q1 2026 15

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$42M566K0.00%Q1 2026 16

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$39M530K0.01%Q1 2026 17

Qube Research & Technologies Ltd

CIK 0001729829

$36M490K0.04%Q1 2026 18

SYSTEMATIC FINANCIAL MANAGEMENT LP

CIK 0001085936

$27M361K0.61%Q1 2026 19

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$26M353K0.01%Q1 2026 20

GAMCO INVESTORS, INC. ET AL

CIK 0000807249

$26M350K0.25%Q1 2026

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