AI Holders Summary · Q2 2026

276 institutions reported UPBD in Q2 2026. BlackRock, Inc. leads at 22.2% 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

$194M9.2M0.00%Q2 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$90M4.2M0.00%Q2 2026 03

FMR LLC

CIK 0000315066

$70M3.3M0.00%Q2 2026 04

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$58M2.7M0.01%Q2 2026 05

STATE STREET CORP

CIK 0000093751

$53M2.5M0.00%Q2 2026 06

GOLDMAN SACHS GROUP INC

CIK 0000886982

$51M2.4M0.00%Q2 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$49M2.3M0.00%Q2 2026 08

LSV ASSET MANAGEMENT

CIK 0001050470

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

IEQ CAPITAL, LLC

CIK 0001779789

$38M1.8M0.17%Q2 2026 10

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$31M1.5M0.00%Q2 2026 11

Bragg Financial Advisors, Inc

CIK 0001327055

$25M1.2M0.68%Q2 2026 12

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$25M1.2M0.00%Q2 2026 13

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$23M1.1M0.00%Q2 2026 14

Huber Capital Management LLC

CIK 0001511697

$23M1.1M3.32%Q2 2026 15

MORGAN STANLEY

CIK 0000895421

$22M1.0M0.00%Q2 2026 16

Bank of New York Mellon Corp

CIK 0001390777

$19M889K0.00%Q2 2026 17

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$18M853K0.01%Q2 2026 18

AQR CAPITAL MANAGEMENT LLC

CIK 0001167557

$15M720K0.01%Q2 2026 19

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$15M709K0.01%Q2 2026 20

NORTHERN TRUST CORP

CIK 0000073124· Index

$14M675K0.00%Q2 2026

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