AI Holders Summary · Q1 2026

265 institutions reported WWW in Q1 2026. FMR LLC leads at 19.0% 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

FMR LLC

CIK 0000315066

$199M12.2M0.01%Q1 2026 02

BlackRock, Inc.

CIK 0002012383

$199M12.2M0.00%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$79M4.8M0.00%Q1 2026 04

Callodine Capital Management, LP

CIK 0001741675

$74M4.5M5.14%Q1 2026 05

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$72M4.4M0.01%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$58M3.6M0.00%Q1 2026 07

EARNEST PARTNERS LLC

CIK 0001102578

$57M3.5M0.24%Q1 2026 08

STATE STREET CORP

CIK 0000093751

$50M3.1M0.00%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$32M2.0M0.00%Q1 2026 10

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$29M1.8M0.01%Q1 2026 11

Qube Research & Technologies Ltd

CIK 0001729829

$26M1.6M0.03%Q1 2026 12

MORGAN STANLEY

CIK 0000895421

$25M1.5M0.00%Q1 2026 13

UBS Group AG

CIK 0001610520

$23M1.4M0.00%Q1 2026 14

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 0000912938

$22M1.4M0.01%Q1 2026 15

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$21M1.3M0.00%Q1 2026 16

HENNESSY ADVISORS INC

CIK 0001145255

$19M1.1M0.60%Q2 2026 17

JPMORGAN CHASE & CO

CIK 0000019617

$18M1.2M0.00%Q1 2026 18

JENNISON ASSOCIATES LLC

CIK 0000053417

$16M904K0.01%Q4 2025 19

JUPITER ASSET MANAGEMENT LTD

CIK 0001215838

$16M966K0.08%Q1 2026 20

NORTHERN TRUST CORP

CIK 0000073124· Index

$15M911K0.00%Q1 2026

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