AI Holders Summary · Q1 2026

231 institutions reported WSR in Q1 2026. BlackRock, Inc. leads at 30.7% 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

$130M8.0M0.00%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$49M3.0M0.00%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$34M2.1M0.00%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$30M1.9M0.00%Q1 2026 05

Irenic Capital Management LP

CIK 0001929389

$20M1.3M1.33%Q1 2026 06

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$19M1.2M0.00%Q1 2026 07

GW&K Investment Management, LLC

CIK 0001082917

$17M1.0M0.15%Q1 2026 08

NEXPOINT ASSET MANAGEMENT, L.P.

CIK 0001469877

$14M875K0.95%Q1 2026 09

First Eagle Investment Management, LLC

CIK 0001325447

$13M697K0.02%Q2 2026 10

ALPINE ASSOCIATES MANAGEMENT INC.

CIK 0001396835

$12M639K0.76%Q2 2026 11

MORGAN STANLEY

CIK 0000895421

$11M655K0.00%Q1 2026 12

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$10M641K0.00%Q1 2026 13

Emmett Investment Management, LP

CIK 0002042845

$10M632K7.80%Q1 2026 14

CSM Advisors, LLC

CIK 0001863523

$9M568K0.23%Q1 2026 15

NORTHERN TRUST CORP

CIK 0000073124· Index

$9M542K0.00%Q1 2026 16

Foundry Partners, LLC

CIK 0001573913

$8M557K0.43%Q1 2025 17

Bank of New York Mellon Corp

CIK 0001390777

$8M416K0.00%Q2 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$7M449K0.00%Q1 2026 19

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$7M438K0.00%Q1 2026 20

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$5M338K0.00%Q1 2026

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