AI Holders Summary · Q2 2026

241 institutions reported UFCS in Q2 2026. BlackRock, Inc. leads at 27.5% 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

$183M3.5M0.00%Q2 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$79M1.5M0.01%Q2 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$51M965K0.00%Q2 2026 04

STATE STREET CORP

CIK 0000093751

$45M861K0.00%Q2 2026 05

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$38M721K0.02%Q2 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$37M710K0.00%Q2 2026 07

SYSTEMATIC FINANCIAL MANAGEMENT LP

CIK 0001085936

$31M583K0.61%Q2 2026 08

Vanguard Portfolio Management

CIK 0002100121· Index

$29M559K0.00%Q2 2026 09

BANK OF AMERICA CORP /DE/

CIK 0000070858

$25M476K0.00%Q2 2026 10

Invesco Ltd.

CIK 0000914208

$23M433K0.00%Q2 2026 11

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$21M406K0.01%Q2 2026 12

MORGAN STANLEY

CIK 0000895421

$17M318K0.00%Q2 2026 13

ROYCE & ASSOCIATES LP

CIK 0000906304

$13M250K0.11%Q2 2026 14

Hillsdale Investment Management Inc.

CIK 0001368465

$13M242K0.29%Q2 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$13M241K0.00%Q2 2026 16

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$11M210K0.00%Q2 2026 17

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$10M190K0.18%Q2 2026 18

Connor, Clark & Lunn Investment Management Ltd.

CIK 0001596800

$10M185K0.02%Q2 2026 19

Bank of New York Mellon Corp

CIK 0001390777

$10M185K0.00%Q2 2026 20

Allianz Asset Management GmbH

CIK 0001535323

$9M252K0.01%Q2 2026

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