Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
287 institutional managers reported holding ADUS for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 56%. 36 opened new positions; 51 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 3.09M | 16.72% | $288.4M | added +10% | ≤2013 |
| Capital Research Global Investors | 1.54M | 8.30% | $143.3M | added +4.5% | 2024 Q4 |
| Vanguard Group | 1.30M | 7.04% | $121.5M | trimmed -0.5% | ≤2013 |
| Wasatch Advisors LP | 867.8k | 4.69% | $81.0M | trimmed -4.4% | 2019 Q3 |
| Dimensional Fund Advisors | 744.1k | 4.03% | $69.5M | added +11.8% | ≤2013 |
| Silvercrest Asset Management Group LLC | 729.2k | 3.94% | $68.1M | trimmed -8.2% | 2019 Q3 |
| State Street | 721.2k | 3.90% | $67.3M | added +2.7% | 2015 Q4 |
| Geode Capital | 481.5k | 2.60% | $44.9M | added +3.3% | ≤2013 |
| Morgan Stanley | 448.9k | 2.43% | $41.9M | trimmed -36.5% | ≤2013 |
| Principal Financial Group INC | 434.5k | 2.35% | $40.6M | trimmed -1.8% | 2018 Q3 |
| Invesco | 415.2k | 2.25% | $38.8M | unchanged | 2017 Q1 |
| Wellington Management | 382.4k | 2.07% | $35.7M | added +5.4% | 2022 Q3 |
| Westwood Holdings Group INC | 373.7k | 2.02% | $34.9M | unchanged | 2025 Q4 |
| FMR (Fidelity) | 349.3k | 1.89% | $32.6M | unchanged | 2014 Q4 |
| TimesSquare Capital Management, LLC | 325.6k | 1.76% | $30.4M | trimmed -8.4% | 2018 Q3 |
| Bank OF America CORP /DE/ | 323.0k | 1.75% | $30.2M | added +11.3% | 2015 Q1 |
| American Century Companies INC | 318.3k | 1.72% | $29.7M | added +6570.7% | 2022 Q2 |
| Voya Investment Management LLC | 271.6k | 1.47% | $25.3M | added +4.3% | 2018 Q3 |
| Boston Partners | 254.6k | 1.38% | $23.8M | added +29.2% | 2024 Q1 |
| Kennedy Capital Management LLC | 253.9k | 1.37% | $23.7M | added +16.3% | 2020 Q1 |
| Charles Schwab Investment Management | 235.7k | 1.27% | $22.0M | added +3% | 2015 Q2 |
| Northern Trust | 232.3k | 1.26% | $21.7M | trimmed -9.8% | ≤2013 |
| Nuveen | 221.0k | 1.20% | $20.6M | unchanged | 2019 Q2 |
| Punch & Associates Investment Management, INC. | 193.9k | 1.05% | $18.1M | added +6% | 2016 Q3 |
| Tributary Capital Management, LLC | 179.8k | 0.97% | $16.8M | trimmed -2.9% | 2022 Q2 |
| Summit Creek Advisors LLC | 161.3k | 0.87% | $15.1M | trimmed -9% | 2021 Q3 |
| WCM Investment Management | 159.8k | 0.86% | $14.9M | trimmed -49.3% | 2016 Q1 |
| Qube Research & Technologies LTD | 143.6k | 0.78% | $13.4M | added +85.4% | 2022 Q4 |
| T. Rowe Price | 139.8k | 0.76% | $13.0M | trimmed -39.7% | 2018 Q3 |
| Leeward Investments, LLC - MA | 120.9k | 0.65% | $11.3M | added +9.4% | 2025 Q2 |
| Raymond James Financial INC | 118.9k | 0.64% | $11.1M | added +6.6% | 2024 Q4 |
| UBS | 118.6k | 0.64% | $11.1M | added +16.9% | 2016 Q3 |
| BNY Mellon | 106.2k | 0.57% | $9.9M | trimmed -2.1% | ≤2013 |
| Cerity Partners LLC | 101.8k | 0.55% | $9.5M | added +10.8% | 2023 Q1 |
| Goldman Sachs | 96.3k | 0.52% | $9.0M | trimmed -2.7% | 2017 Q1 |
| Two Sigma | 95.6k | 0.52% | $8.9M | opened | 2026 Q1 |
| Allspring Global Investments Holdings, LLC | 92.9k | 0.50% | $8.7M | added +8.8% | 2021 Q4 |
| Oberweis Asset Management INC/ | 89.4k | 0.48% | $8.3M | added +14.3% | 2024 Q2 |
| Renaissance Technologies | 80.5k | 0.43% | $7.5M | added +64.9% | ≤2013 |
| Apis Capital Advisors, LLC | 79.0k | 0.43% | $7.4M | opened | 2026 Q1 |
| Renaissance Group LLC | 77.8k | 0.42% | $7.3M | added +23.4% | 2020 Q4 |
| Bridge City Capital, LLC | 76.9k | 0.42% | $7.2M | added +147% | 2019 Q4 |
| Dean Investment Associates, LLC | 73.3k | 0.40% | $6.8M | opened | 2026 Q1 |
| Citadel Advisors | 70.4k | 0.38% | $6.6M | added +150.5% | 2018 Q2 |
| Argent Capital Management LLC | 70.2k | 0.38% | $6.6M | added +56.4% | 2020 Q1 |
| Teacher Retirement System OF Texas | 69.9k | 0.38% | $6.5M | added +20.9% | 2021 Q3 |
| Envestnet Asset Management INC | 66.8k | 0.36% | $6.2M | added +10.5% | 2018 Q4 |
| Public Sector Pension Investment Board | 65.3k | 0.35% | $6.1M | added +3.4% | 2018 Q4 |
| Wells Fargo & COMPANY/MN | 60.6k | 0.33% | $5.7M | trimmed -4.7% | ≤2013 |
| Russell Investments Group, LTD. | 60.0k | 0.33% | $5.6M | added +5.6% | 2016 Q4 |
Largest 50 of 287 shown; the full ranked, searchable register is at boothcheck.com/holders/ADUS. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.