AI Holders Summary · Q2 2026

372 institutions reported WSFS in Q2 2026. BlackRock, Inc. leads at 22.4% 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

$577M7.5M0.01%Q2 2026 02

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$274M3.6M0.05%Q2 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$254M3.3M0.01%Q2 2026 04

STATE STREET CORP

CIK 0000093751

$233M3.0M0.01%Q2 2026 05

FRANKLIN RESOURCES INC

CIK 0000038777

$177M2.3M0.04%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$173M2.3M0.00%Q2 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$121M1.6M0.01%Q2 2026 08

Delaware Management Holdings, Inc.

CIK 0000921739

$89M1.2M0.13%Q2 2026 09

Invesco Ltd.

CIK 0000914208

$81M1.1M0.01%Q2 2026 10

PZENA INVESTMENT MANAGEMENT LLC

CIK 0001027796

$68M888K0.20%Q2 2026 11

JPMORGAN CHASE & CO

CIK 0000019617

$64M828K0.00%Q2 2026 12

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$59M909K0.04%Q1 2026 13

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$56M735K0.01%Q2 2026 14

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$55M715K0.02%Q2 2026 15

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

CIK 0001021642

$54M705K0.48%Q2 2026 16

BANK OF AMERICA CORP /DE/

CIK 0000070858

$50M646K0.00%Q2 2026 17

NORGES BANK

CIK 0001374170· Sovereign

$49M639K0.00%Q2 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$47M612K0.00%Q2 2026 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$47M608K0.01%Q2 2026 20

BROWN ADVISORY INC

CIK 0001345929

$44M789K0.06%Q4 2025

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