AI Holders Summary · Q1 2026

353 institutions reported WHD in Q1 2026. BlackRock, Inc. leads at 21.6% 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

BlackRock, Inc.

CIK 0002012383

$483M10.2M0.01%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$197M4.2M0.01%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$146M3.1M0.00%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$144M3.0M0.01%Q1 2026 05

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$136M2.9M0.03%Q1 2026 06

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$128M2.7M0.09%Q1 2026 07

FMR LLC

CIK 0000315066

$114M2.4M0.01%Q1 2026 08

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$99M2.1M0.07%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$94M2.0M0.01%Q1 2026 10

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$86M1.8M0.02%Q1 2026 11

Capital International Investors

CIK 0001562230

$83M1.7M0.02%Q1 2026 12

JPMORGAN CHASE & CO

CIK 0000019617

$80M1.7M0.01%Q1 2026 13

Capital World Investors

CIK 0001422849

$79M1.7M0.01%Q1 2026 14

Clearbridge Investments, LLC

CIK 0001348883

$77M1.6M0.07%Q1 2026 15

VAN ECK ASSOCIATES CORP

CIK 0000869178

$62M1.3M0.05%Q1 2026 16

WASATCH ADVISORS LP

CIK 0000814133

$53M1.0M0.35%Q2 2026 17

MORGAN STANLEY

CIK 0000895421

$46M969K0.00%Q1 2026 18

Webs Creek Capital Management LP

CIK 0001825309

$45M959K7.87%Q1 2026 19

DEPRINCE RACE & ZOLLO INC

CIK 0001008894

$42M884K0.79%Q1 2026 20

Boston Trust Walden Corp

CIK 0001534866

$42M811K0.32%Q2 2026

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