AI Holders Summary · Q1 2026

274 institutions reported STEP in Q1 2026. BlackRock, Inc. leads at 18.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$564M11.8M0.01%Q1 2026 02

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$342M7.2M0.14%Q1 2026 03

Pitcairn Wealth Advisors LLC

CIK 0002089089

$259M4.0M23.86%Q1 2026 04

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$250M5.2M0.05%Q1 2026 05

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$233M4.9M0.03%Q1 2026 06

Vanguard Portfolio Management

CIK 0002100121· Index

$214M4.5M0.01%Q1 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$168M3.5M0.00%Q1 2026 08

Capital World Investors

CIK 0001422849

$156M3.3M0.02%Q1 2026 09

STATE STREET CORP

CIK 0000093751

$137M2.9M0.00%Q1 2026 10

CITADEL ADVISORS LLC

CIK 0001423053

$103M1.6M0.02%Q4 2025 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$93M2.0M0.01%Q1 2026 12

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

CIK 0001644956

$91M1.9M0.30%Q1 2026 13

JPMORGAN CHASE & CO

CIK 0000019617

$69M1.5M0.00%Q1 2026 14

BALYASNY ASSET MANAGEMENT L.P.

CIK 0001218710

$68M1.4M0.09%Q1 2026 15

ADAGE CAPITAL PARTNERS GP, L.L.C.

CIK 0001165408

$63M1.3M0.10%Q1 2026 16

CIBC Private Wealth Group LLC

CIK 0001298088

$58M900K0.10%Q4 2025 17

WESTFIELD CAPITAL MANAGEMENT CO LP

CIK 0001177719

$56M1.2M0.24%Q1 2026 18

FMR LLC

CIK 0000315066

$47M995K0.00%Q1 2026 19

FRANKLIN RESOURCES INC

CIK 0000038777

$47M977K0.01%Q1 2026 20

SAMLYN CAPITAL, LLC

CIK 0001421097

$43M895K0.73%Q1 2026

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