AI Holders Summary · Q1 2026

272 institutions reported WAFD in Q1 2026. BlackRock, Inc. leads at 22.5% 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

$347M11.0M0.01%Q1 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$155M4.9M0.03%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$151M4.8M0.01%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$132M4.2M0.00%Q1 2026 05

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$114M3.6M0.04%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$108M3.4M0.00%Q1 2026 07

FULLER & THALER ASSET MANAGEMENT, INC.

CIK 0001082327

$102M3.3M0.34%Q1 2026 08

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$69M2.2M0.04%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$61M2.0M0.00%Q1 2026 10

SYSTEMATIC FINANCIAL MANAGEMENT LP

CIK 0001085936

$48M1.5M1.11%Q1 2026 11

FRONTIER CAPITAL MANAGEMENT CO LLC

CIK 0000351173

$34M1.1M0.35%Q1 2026 12

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$33M1.1M0.01%Q1 2026 13

BANK OF AMERICA CORP /DE/

CIK 0000070858

$28M906K0.00%Q1 2026 14

AMERIPRISE FINANCIAL INC

CIK 0000820027

$27M851K0.01%Q1 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$25M786K0.00%Q1 2026 16

MORGAN STANLEY

CIK 0000895421

$24M779K0.00%Q1 2026 17

WELLS FARGO & COMPANY/MN

CIK 0000072971

$24M764K0.00%Q1 2026 18

Bank of New York Mellon Corp

CIK 0001390777

$21M676K0.00%Q1 2026 19

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$17M552K0.01%Q1 2026 20

UBS Group AG

CIK 0001610520

$17M543K0.00%Q1 2026

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