AI Holders Summary · Q1 2026

226 institutions reported UFCS in Q1 2026. BlackRock, Inc. leads at 27.9% 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

$128M3.4M0.00%Q1 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$55M1.5M0.01%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$36M966K0.00%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$30M817K0.00%Q1 2026 05

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$25M662K0.00%Q1 2026 06

SYSTEMATIC FINANCIAL MANAGEMENT LP

CIK 0001085936

$23M612K0.52%Q1 2026 07

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$21M567K0.01%Q1 2026 08

Vanguard Portfolio Management

CIK 0002100121· Index

$20M533K0.00%Q1 2026 09

BANK OF AMERICA CORP /DE/

CIK 0000070858

$18M497K0.00%Q1 2026 10

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$16M422K0.01%Q1 2026 11

Invesco Ltd.

CIK 0000914208

$15M404K0.00%Q1 2026 12

MORGAN STANLEY

CIK 0000895421

$10M256K0.00%Q1 2026 13

Allianz Asset Management GmbH

CIK 0001535323

$9M252K0.01%Q1 2026 14

ROYCE & ASSOCIATES LP

CIK 0000906304

$9M247K0.09%Q1 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$8M215K0.00%Q1 2026 16

Hillsdale Investment Management Inc.

CIK 0001368465

$8M212K0.21%Q1 2026 17

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$8M203K0.00%Q1 2026 18

Connor, Clark & Lunn Investment Management Ltd.

CIK 0001596800

$7M188K0.02%Q1 2026 19

Bank of New York Mellon Corp

CIK 0001390777

$7M180K0.00%Q1 2026 20

BRIDGEWAY CAPITAL MANAGEMENT, LLC

CIK 0001107261

$6M172K0.13%Q1 2026

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