AI Holders Summary · Q2 2026

450 institutions reported ZWS in Q2 2026. BlackRock, Inc. leads at 24.1% 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

$1.2B24.6M0.02%Q2 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$454M9.0M0.02%Q2 2026 03

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

CIK 0001021223

$449M8.9M1.40%Q2 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$354M7.0M0.01%Q2 2026 05

STATE STREET CORP

CIK 0000093751

$303M6.0M0.01%Q2 2026 06

BANK OF AMERICA CORP /DE/

CIK 0000070858

$278M5.5M0.02%Q2 2026 07

Invesco Ltd.

CIK 0000914208

$235M4.6M0.02%Q2 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$194M3.8M0.01%Q2 2026 09

BECK MACK & OLIVER LLC

CIK 0000010742

$173M3.4M3.38%Q2 2026 10

Jupiter Topco LLC

CIK 0002146052

$172M3.4M0.07%Q2 2026 11

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$161M3.2M0.09%Q2 2026 12

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$149M3.2M0.05%Q1 2026 13

JANUS HENDERSON GROUP PLC

CIK 0001274173

$148M3.3M0.07%Q1 2026 14

Impax Asset Management Group plc

CIK 0001749768

$133M2.6M0.87%Q2 2026 15

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$131M2.6M0.02%Q2 2026 16

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$131M2.9M0.02%Q1 2026 17

Crescent Grove Advisors, LLC

CIK 0001713520

$119M2.3M9.91%Q2 2026 18

Delaware Management Holdings, Inc.

CIK 0000921739

$115M2.3M0.17%Q2 2026 19

MORGAN STANLEY

CIK 0000895421

$110M2.2M0.01%Q2 2026 20

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$109M2.2M0.01%Q2 2026

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