AI Holders Summary · Q2 2026

66 institutions reported SRFM in Q2 2026. VANGUARD CAPITAL MANAGEMENT LLC leads at 40.5% 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

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$5M4.4M0.00%Q2 2026 02

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$1M982K0.00%Q2 2026 03

BlackRock, Inc.

CIK 0002012383

$865K745K0.00%Q2 2026 04

UBS Group AG

CIK 0001610520

$745K642K0.00%Q2 2026 05

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$608K524K0.00%Q2 2026 06

STATE STREET CORP

CIK 0000093751

$596K514K0.00%Q2 2026 07

CITIGROUP INC

CIK 0000831001

$533K460K0.00%Q2 2026 08

683 Capital Management, LLC

CIK 0001404574

$394K203K0.02%Q4 2025 09

Balefire, LLC

CIK 0001750924

$376K324K0.06%Q2 2026 10

Rathbones Group PLC

CIK 0001351991

$371K320K0.00%Q2 2026 11

LPL Financial LLC

CIK 0001403438

$354K305K0.00%Q2 2026 12

XTX Topco Ltd

CIK 0001828301

$331K285K0.00%Q2 2026 13

NORTHERN TRUST CORP

CIK 0000073124· Index

$231K199K0.00%Q2 2026 14

DnB Asset Management AS

CIK 0001456670

$187K162K0.00%Q2 2026 15

GOLDMAN SACHS GROUP INC

CIK 0000886982

$164K141K0.00%Q2 2026 16

United Bank

CIK 0001697791

$145K125K0.04%Q2 2026 17

J. Derek Lewis & Associates Inc.

CIK 0002077884

$140K121K0.03%Q2 2026 18

Centiva Capital, LP

CIK 0001692507

$137K118K0.00%Q2 2026 19

TWO SIGMA SECURITIES, LLC

CIK 0001450144· Market maker

$135K116K0.01%Q2 2026 20

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$132K114K0.00%Q2 2026

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