AI Holders Summary · Q1 2026

154 institutions reported SSP in Q1 2026. BlackRock, Inc. leads at 11.2% 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

$18M4.7M0.00%Q1 2026 02

Penn Capital Management Company, LLC

CIK 0001158202

$16M4.4M1.26%Q1 2026 03

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$14M3.7M0.00%Q1 2026 04

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$14M3.7M0.00%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$11M3.0M0.00%Q1 2026 06

NEW YORK STATE COMMON RETIREMENT FUND

CIK 0000810265

$10M2.8M0.01%Q1 2026 07

GAMCO INVESTORS, INC. ET AL

CIK 0000807249

$10M2.7M0.10%Q1 2026 08

D. E. Shaw & Co., Inc.

CIK 0001009207

$9M2.2M0.00%Q4 2025 09

WITTENBERG INVESTMENT MANAGEMENT, INC.

CIK 0001697790

$9M2.4M3.25%Q1 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$6M1.7M0.00%Q1 2026 11

Minerva Advisors LLC

CIK 0001541536

$6M1.5M3.67%Q1 2026 12

GABELLI FUNDS LLC

CIK 0001081407

$5M1.4M0.03%Q1 2026 13

STATE STREET CORP

CIK 0000093751

$5M1.4M0.00%Q1 2026 14

Vanguard Portfolio Management

CIK 0002100121· Index

$4M1.1M0.00%Q1 2026 15

Miramar Fiduciary Corp

CIK 0001587301

$4M1.1M3.25%Q1 2026 16

LEE DANNER & BASS INC

CIK 0000939219

$4M1.4M0.23%Q2 2026 17

Russell Investments Group, Ltd.

CIK 0001692234

$3M898K0.00%Q1 2026 18

Lido Advisors, LLC

CIK 0001650150

$3M890K0.01%Q1 2026 19

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$3M851K0.06%Q1 2026 20

CITADEL ADVISORS LLC

CIK 0001423053

$3M701K0.00%Q4 2025

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