AI Holders Summary · Q2 2026

80 institutions reported YSWY in Q2 2026. PRINCIPAL FINANCIAL GROUP INC leads at 16.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$54M2.7M0.03%Q2 2026 02

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$39M1.9M0.02%Q2 2026 03

ROYCE & ASSOCIATES LP

CIK 0000906304

$30M1.5M0.24%Q2 2026 04

BlackRock, Inc.

CIK 0002012383

$27M1.3M0.00%Q2 2026 05

Boston Partners

CIK 0001386060

$24M1.2M0.02%Q2 2026 06

CITADEL ADVISORS LLC

CIK 0001423053

$22M1.1M0.00%Q2 2026 07

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$19M924K0.00%Q2 2026 08

MASSACHUSETTS FINANCIAL SERVICES CO /MA/

CIK 0000912938

$17M858K0.01%Q2 2026 09

GOLDMAN SACHS GROUP INC

CIK 0000886982

$15M759K0.00%Q2 2026 10

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$13M639K0.00%Q2 2026 11

Russell Investments Group, Ltd.

CIK 0001692234

$10M508K0.01%Q2 2026 12

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$10M483K0.00%Q2 2026 13

LAZARD ASSET MANAGEMENT LLC

CIK 0001207017

$10M472K0.01%Q2 2026 14

Yaupon Capital Management LP

CIK 0001755028

$9M437K0.17%Q2 2026 15

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$8M389K0.00%Q2 2026 16

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$7M332K0.00%Q2 2026 17

FRANKLIN RESOURCES INC

CIK 0000038777

$6M302K0.00%Q2 2026 18

STATE STREET CORP

CIK 0000093751

$4M219K0.00%Q2 2026 19

Ghisallo Capital Management LLC

CIK 0001825214

$3M150K0.06%Q2 2026 20

SEVEN GRAND MANAGERS, LLC

CIK 0001909126

$3M150K0.12%Q2 2026

Page 1 of 4

60 more holders available. Log in →