AI Holders Summary · Q1 2026

22 institutions reported VTIX in Q1 2026. VANGUARD CAPITAL MANAGEMENT LLC leads at 51.7% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(5 on this page)

#HolderValueShares% port.Quarter

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$9M1.3M0.00%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$2M308K0.00%Q1 2026 03

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$2M248K0.00%Q1 2026 04

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$2M239K0.00%Q1 2026 05

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$928K137K0.00%Q1 2026 06

BANK OF AMERICA CORP /DE/

CIK 0000070858

$354K52K0.00%Q1 2026 07

Insight Wealth Partners, LLC

CIK 0001627003

$327K48K0.05%Q1 2026 08

GOLDMAN SACHS GROUP INC

CIK 0000886982

$314K46K0.00%Q1 2026 09

NORTHERN TRUST CORP

CIK 0000073124· Index

$309K46K0.00%Q1 2026 10

STATE STREET CORP

CIK 0000093751

$259K38K0.00%Q1 2026 11

UBS Group AG

CIK 0001610520

$129K19K0.00%Q1 2026 12

Monument Capital Management

CIK 0001729428

$102K34K0.02%Q2 2026 13

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$102K15K0.00%Q1 2026 14

MORGAN STANLEY

CIK 0000895421

$59K9K0.00%Q1 2026 15

OSAIC HOLDINGS, INC.

CIK 0001677044

$32K5K0.00%Q1 2026 16

Tower Research Capital LLC (TRC)

CIK 0001533421

$16K2K0.00%Q1 2026 17

$7K9700.00%Q1 2026 19

Golden State Wealth Management, LLC

CIK 0001776033

$2K5740.00%Q2 2026 20

Osbon Capital Management LLC

CIK 0001784418

$2K2500.00%Q1 2026

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