AI Holders Summary · Q1 2026

164 institutions reported SVV in Q1 2026. ARES MANAGEMENT LLC leads at 74.2% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

ARES MANAGEMENT LLC

CIK 0001259313

$874M117.4M57.59%Q1 2026 02

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$68M9.2M0.05%Q1 2026 03

BAILLIE GIFFORD & CO

CIK 0001088875

$64M8.7M0.07%Q1 2026 04

BlackRock, Inc.

CIK 0002012383

$21M2.8M0.00%Q1 2026 05

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$14M1.9M0.00%Q1 2026 06

Vanguard Portfolio Management

CIK 0002100121· Index

$14M1.8M0.00%Q1 2026 07

Capital Research Global Investors

CIK 0001422848

$13M1.8M0.00%Q1 2026 08

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$13M1.7M0.01%Q1 2026 09

Qube Research & Technologies Ltd

CIK 0001729829

$13M1.7M0.01%Q1 2026 10

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$13M1.7M0.00%Q1 2026 11

Archon Capital Management LLC

CIK 0001398825

$10M1.3M5.45%Q1 2026 12

MARSHALL WACE, LLP

CIK 0001318757

$9M1.0M0.01%Q4 2025 13

STATE STREET CORP

CIK 0000093751

$9M1.2M0.00%Q1 2026 14

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$8M1.0M0.01%Q1 2026 15

FMR LLC

CIK 0000315066

$7M927K0.00%Q1 2026 16

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$7M915K0.00%Q1 2026 17

Militia Capital Management LLC

CIK 0002130487

$6M768K0.64%Q1 2026 18

MORGAN STANLEY

CIK 0000895421

$6M742K0.00%Q1 2026 19

GOLDMAN SACHS GROUP INC

CIK 0000886982

$5M711K0.00%Q1 2026 20

PRIMECAP MANAGEMENT CO/CA/

CIK 0000763212

$5M692K0.00%Q1 2026

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