AI Holders Summary · Q2 2026

82 institutions reported SWMR in Q2 2026. BlackRock, Inc. leads at 36.5% 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

BlackRock, Inc.

CIK 0002012383

$11M248K0.00%Q2 2026 02

Vident Advisory, LLC

CIK 0001744347

$3M58K0.02%Q2 2026 03

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$2M56K0.00%Q2 2026 04

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$1M80K0.00%Q3 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$1M31K0.00%Q2 2026 06

HighTower Advisors, LLC

CIK 0001462245

$1M76K0.00%Q3 2026 07

STATE STREET CORP

CIK 0000093751

$1M65K0.00%Q3 2026 08

NORTHERN TRUST CORP

CIK 0000073124· Index

$1M26K0.00%Q2 2026 09

Vanguard Portfolio Management

CIK 0002100121· Index

$1M25K0.00%Q2 2026 10

Defiance ETFs, LLC

CIK 0001732541

$948K23K0.01%Q2 2026 11

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$788K18K0.00%Q2 2026 12

Equitable Holdings, Inc.

CIK 0001333986

$715K16K0.00%Q2 2026 13

Penserra Capital Management LLC

CIK 0001593324

$663K14K0.01%Q1 2026 14

JPMORGAN CHASE & CO

CIK 0000019617

$624K38K0.00%Q3 2026 15

CreativeOne Wealth, LLC

CIK 0001739728

$500K28K0.01%Q3 2026 16

Concurrent Investment Advisors, LLC

CIK 0002001015

$499K28K0.00%Q3 2026 17

ROYAL BANK OF CANADA

CIK 0001000275

$474K11K0.00%Q2 2026 18

MORGAN STANLEY

CIK 0000895421

$463K10K0.00%Q2 2026 19

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$446K22K0.00%Q3 2026 20

FIFTH THIRD BANCORP

CIK 0000035527

$417K23K0.00%Q3 2026

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