AI Holders Summary · Q1 2026

264 institutions reported UPBD in Q1 2026. BlackRock, Inc. leads at 19.1% 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

$148M8.2M0.00%Q1 2026 02

FMR LLC

CIK 0000315066

$98M5.4M0.01%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$71M3.9M0.00%Q1 2026 04

IEQ CAPITAL, LLC

CIK 0001779789

$70M3.9M0.33%Q1 2026 05

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$43M2.4M0.01%Q1 2026 06

LSV ASSET MANAGEMENT

CIK 0001050470

$42M2.3M0.09%Q1 2026 07

STATE STREET CORP

CIK 0000093751

$41M2.3M0.00%Q1 2026 08

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$41M2.3M0.00%Q1 2026 09

Huber Capital Management LLC

CIK 0001511697

$31M1.7M4.75%Q1 2026 10

GOLDMAN SACHS GROUP INC

CIK 0000886982

$25M1.4M0.00%Q1 2026 11

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$24M1.4M0.00%Q1 2026 12

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$23M1.3M0.00%Q1 2026 13

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$23M1.3M0.00%Q1 2026 14

Bragg Financial Advisors, Inc

CIK 0001327055

$20M1.1M0.64%Q1 2026 15

Bank of New York Mellon Corp

CIK 0001390777

$15M855K0.00%Q1 2026 16

MORGAN STANLEY

CIK 0000895421

$14M784K0.00%Q1 2026 17

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

CIK 0001164833

$13M738K0.04%Q1 2026 18

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$12M669K0.26%Q1 2026 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$11M602K0.00%Q1 2026 20

BALYASNY ASSET MANAGEMENT L.P.

CIK 0001218710

$11M597K0.01%Q1 2026

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