AI Holders Summary · Q2 2026

328 institutions reported WDS in Q2 2026. MORGAN STANLEY leads at 23.1% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(4 on this page)

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$102M5.3M0.01%Q2 2026 02

GOLDMAN SACHS GROUP INC

CIK 0000886982

$72M3.7M0.01%Q2 2026 03

BlackRock, Inc.

CIK 0002012383

$55M2.9M0.00%Q2 2026 04

NORTHERN TRUST CORP

CIK 0000073124· Index

$33M1.7M0.00%Q2 2026 05

Clearbridge Investments, LLC

CIK 0001348883

$30M1.6M0.02%Q2 2026 06

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$16M848K0.01%Q2 2026 07

FMR LLC

CIK 0000315066

$13M694K0.00%Q2 2026 08

Quantinno Capital Management LP

CIK 0001759654

$13M655K0.02%Q2 2026 09

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$12M631K0.00%Q2 2026 10

Creative Planning

CIK 0001540235

$11M592K0.01%Q2 2026 11

UBS Group AG

CIK 0001610520

$10M522K0.00%Q2 2026 12

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$10M515K0.00%Q2 2026 13

JPMORGAN CHASE & CO

CIK 0000019617

$10M518K0.00%Q2 2026 14

STATE FARM MUTUAL AUTOMOBILE INSURANCE CO

CIK 0000315032

$9M488K0.01%Q2 2026 15

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$8M415K0.00%Q2 2026 16

BARCLAYS PLC

CIK 0000312069

$7M371K0.00%Q2 2026 17

EARNEST PARTNERS LLC

CIK 0001102578

$7M369K0.03%Q2 2026 18

VOLORIDGE INVESTMENT MANAGEMENT, LLC

CIK 0001556921

$7M452K0.02%Q4 2025 19

BANK OF MONTREAL /CAN/

CIK 0000927971

$7M337K0.00%Q2 2026 20

WELLS FARGO & COMPANY/MN

CIK 0000072971

$7M341K0.00%Q2 2026

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