AI Holders Summary · Q1 2026

265 institutions reported WTTR in Q1 2026. FRANKLIN RESOURCES INC leads at 14.3% 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

FRANKLIN RESOURCES INC

CIK 0000038777

$166M10.9M0.04%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$147M9.6M0.00%Q1 2026 03

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$100M6.6M0.02%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$76M4.9M0.00%Q1 2026 05

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$61M4.0M0.03%Q1 2026 06

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$61M4.0M0.01%Q1 2026 07

Crestview Partners II GP, L.P.

CIK 0001505639

$60M3.9M17.50%Q1 2026 08

DEPRINCE RACE & ZOLLO INC

CIK 0001008894

$54M3.5M1.02%Q1 2026 09

STATE STREET CORP

CIK 0000093751

$51M3.3M0.00%Q1 2026 10

VAN ECK ASSOCIATES CORP

CIK 0000869178

$49M3.2M0.04%Q1 2026 11

Merewether Investment Management, LP

CIK 0001736852

$44M2.9M0.86%Q1 2026 12

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$42M2.7M0.03%Q1 2026 13

Webs Creek Capital Management LP

CIK 0001825309

$39M2.6M6.83%Q1 2026 14

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$38M2.5M0.00%Q1 2026 15

Encompass Capital Advisors LLC

CIK 0001541901

$33M3.1M1.34%Q4 2025 16

ROYCE & ASSOCIATES LP

CIK 0000906304

$32M2.1M0.31%Q1 2026 17

Divisadero Street Capital Management, LP

CIK 0001901865

$29M1.9M1.22%Q1 2026 18

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$29M2.8M0.01%Q1 2026 19

Russell Investments Group, Ltd.

CIK 0001692234

$27M1.8M0.03%Q1 2026 20

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$25M1.6M0.00%Q1 2026

Page 1 of 14

245 more holders available. Log in →