AI Holders Summary · Q2 2026

72 institutions reported SWMR in Q2 2026. BlackRock, Inc. leads at 27.4% 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

$11M248K0.00%Q2 2026 02

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$4M84K0.00%Q2 2026 03

UBS Group AG

CIK 0001610520

$3M61K0.00%Q2 2026 04

Vident Advisory, LLC

CIK 0001744347

$3M58K0.02%Q2 2026 05

STATE STREET CORP

CIK 0000093751

$3M57K0.00%Q2 2026 06

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$2M56K0.00%Q2 2026 07

LPL Financial LLC

CIK 0001403438

$2M50K0.00%Q2 2026 08

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$2M38K0.00%Q2 2026 09

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$1M31K0.00%Q2 2026 10

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$1M25K0.00%Q1 2026 11

NORTHERN TRUST CORP

CIK 0000073124· Index

$1M26K0.00%Q2 2026 12

Vanguard Portfolio Management

CIK 0002100121· Index

$1M25K0.00%Q2 2026 13

FIFTH THIRD BANCORP

CIK 0000035527

$1M23K0.00%Q2 2026 14

Defiance ETFs, LLC

CIK 0001732541

$948K23K0.01%Q2 2026 15

CreativeOne Wealth, LLC

CIK 0001739728

$923K21K0.02%Q2 2026 16

Magnus Financial Group LLC

CIK 0001765216

$886K20K0.06%Q2 2026 17

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$788K18K0.00%Q2 2026 18

Equitable Holdings, Inc.

CIK 0001333986

$715K16K0.00%Q2 2026 19

Penserra Capital Management LLC

CIK 0001593324

$663K14K0.01%Q1 2026 20

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$503K11K0.00%Q2 2026

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