AI Holders Summary · Q2 2026

336 institutions reported WT in Q2 2026. BlackRock, Inc. leads at 16.9% 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

BlackRock, Inc.

CIK 0002012383

$327M19.3M0.00%Q2 2026 02

FMR LLC

CIK 0000315066

$230M13.6M0.01%Q2 2026 03

Invesco Ltd.

CIK 0000914208

$169M10.0M0.01%Q2 2026 04

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$142M8.4M0.02%Q2 2026 05

Vanguard Portfolio Management

CIK 0002100121· Index

$138M8.1M0.01%Q2 2026 06

Capital World Investors

CIK 0001422849

$128M7.5M0.02%Q2 2026 07

Azora Capital LP

CIK 0001700272

$105M6.2M4.41%Q2 2026 08

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$103M6.1M0.00%Q2 2026 09

STATE STREET CORP

CIK 0000093751

$95M5.6M0.00%Q2 2026 10

DRIEHAUS CAPITAL MANAGEMENT LLC

CIK 0000938206

$80M4.7M0.46%Q2 2026 11

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$64M3.8M0.01%Q2 2026 12

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$56M3.3M0.00%Q2 2026 13

Simcoe Capital Management, LLC

CIK 0001633362

$45M2.7M8.25%Q2 2026 14

UBS Group AG

CIK 0001610520

$45M2.7M0.01%Q2 2026 15

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$39M2.3M0.02%Q2 2026 16

LOOMIS SAYLES & CO L P

CIK 0000312348

$37M2.2M0.05%Q2 2026 17

Delaware Management Holdings, Inc.

CIK 0000921739

$36M2.1M0.05%Q2 2026 18

MORGAN STANLEY

CIK 0000895421

$34M2.0M0.00%Q2 2026 19

BANK OF AMERICA CORP /DE/

CIK 0000070858

$34M2.0M0.00%Q2 2026 20

GOLDMAN SACHS GROUP INC

CIK 0000886982

$33M2.0M0.00%Q2 2026

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