AI Holders Summary · Q2 2026

195 institutions reported TREE in Q2 2026. BlackRock, Inc. leads at 14.8% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$54M1.2M0.00%Q2 2026 02

JENNISON ASSOCIATES LLC

CIK 0000053417

$45M1.0M0.03%Q2 2026 03

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

CIK 0001238990

$32M726K1.59%Q2 2026 04

AMERIPRISE FINANCIAL INC

CIK 0000820027

$31M703K0.01%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$19M423K0.00%Q2 2026 06

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$18M411K0.01%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$16M370K0.00%Q2 2026 08

GOLDMAN SACHS GROUP INC

CIK 0000886982

$16M352K0.00%Q2 2026 09

EMERALD ADVISERS, LLC

CIK 0001015083

$15M335K0.35%Q2 2026 10

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

CIK 0001164508

$15M331K0.01%Q2 2026 11

JACOBS LEVY EQUITY MANAGEMENT, INC

CIK 0000884414

$14M321K0.06%Q1 2026 12

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$14M311K0.00%Q2 2026 13

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$13M297K0.00%Q2 2026 14

STATE STREET CORP

CIK 0000093751

$12M260K0.00%Q2 2026 15

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$10M232K0.00%Q1 2026 16

EMERALD MUTUAL FUND ADVISERS TRUST

CIK 0001352895

$10M218K0.34%Q2 2026 17

Vanguard Portfolio Management

CIK 0002100121· Index

$9M203K0.00%Q2 2026 18

FMR LLC

CIK 0000315066

$9M202K0.00%Q2 2026 19

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$9M200K0.00%Q2 2026 20

FEDERATED HERMES, INC.

CIK 0001056288

$9M192K0.01%Q2 2026

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