Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
221 institutional managers reported holding AGM for the quarter ended Mar 31, 2026. Together they hold about 72% of shares outstanding; the top 10 hold 37%. 30 opened new positions; 43 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 737.5k | 6.75% | $109.2M | added +3.3% | ≤2013 |
| Vanguard Group | 548.1k | 5.02% | $81.1M | trimmed -6.2% | ≤2013 |
| Thrivent Financial for Lutherans | 439.1k | 4.02% | $65.0M | added +0.5% | 2024 Q3 |
| Dimensional Fund Advisors | 395.3k | 3.62% | $58.5M | added +6.2% | ≤2013 |
| Principal Financial Group INC | 351.3k | 3.22% | $52.0M | added +12.7% | 2019 Q3 |
| Charles Schwab Investment Management | 323.6k | 2.96% | $47.9M | added +200.4% | ≤2013 |
| American Century Companies INC | 323.4k | 2.96% | $47.9M | added +7.7% | 2019 Q2 |
| Wellington Management | 318.1k | 2.91% | $47.1M | added +21% | 2019 Q4 |
| Boston Partners | 277.9k | 2.54% | $41.1M | trimmed -19.6% | ≤2013 |
| Capital Group (American Funds) | 275.8k | 2.52% | $40.8M | unchanged | 2025 Q3 |
| Captrust Financial Advisors | 266.3k | 2.44% | $39.4M | trimmed -25.8% | 2024 Q1 |
| Copeland Capital Management, LLC | 236.6k | 2.17% | $35.0M | trimmed -1.8% | 2017 Q4 |
| Geode Capital | 229.6k | 2.10% | $34.0M | added +3.8% | ≤2013 |
| Loomis Sayles & CO L P | 218.5k | 2.00% | $32.3M | trimmed -3% | 2013 Q4 |
| Raymond James Financial INC | 214.7k | 1.97% | $31.8M | trimmed -4% | 2019 Q3 |
| State Street | 213.5k | 1.96% | $31.6M | added +2% | ≤2013 |
| Invesco | 116.4k | 1.07% | $17.2M | added +658.5% | ≤2013 |
| Rice Hall James & Associates, LLC | 114.7k | 1.05% | $17.0M | added +2% | 2018 Q1 |
| Northern Trust | 112.9k | 1.03% | $16.7M | trimmed -3.1% | ≤2013 |
| Weybosset Research & Management LLC (focused) | 103.7k | 0.95% | $15.4M | unchanged | 2016 Q2 |
| Empowered Funds, LLC | 96.3k | 0.88% | $14.3M | added +55.5% | 2021 Q2 |
| Goldman Sachs | 86.7k | 0.79% | $12.8M | trimmed -0.6% | 2015 Q4 |
| UBS | 81.5k | 0.75% | $12.1M | added +31.4% | ≤2013 |
| Envestnet Asset Management INC | 75.8k | 0.69% | $11.2M | added +16.5% | 2018 Q4 |
| Wells Fargo & COMPANY/MN | 68.6k | 0.63% | $10.2M | added +2.1% | ≤2013 |
| Bridgeway Capital Management, LLC | 68.3k | 0.63% | $10.1M | trimmed -4.1% | 2021 Q2 |
| Qube Research & Technologies LTD | 67.6k | 0.62% | $10.0M | added +41.8% | 2023 Q3 |
| Marshall Wace | 64.9k | 0.59% | $9.6M | added +42.5% | 2025 Q2 |
| BNY Mellon | 60.4k | 0.55% | $8.9M | added +0.8% | ≤2013 |
| Morgan Stanley | 46.9k | 0.43% | $6.9M | trimmed -30.9% | ≤2013 |
| Russell Investments Group, LTD. | 43.2k | 0.40% | $6.4M | trimmed -11.1% | 2016 Q4 |
| Mountain Lake Investment Management LLC (focused) | 42.8k | 0.39% | $6.3M | opened | 2026 Q1 |
| Citadel Advisors | 42.7k | 0.39% | $6.3M | added +400.5% | 2017 Q1 |
| Empirical Finance, LLC | 41.6k | 0.38% | $6.2M | added +85.9% | 2025 Q1 |
| Barclays PLC | 40.6k | 0.37% | $6.0M | trimmed -2.7% | ≤2013 |
| Huntington National Bank | 40.5k | 0.37% | $6.0M | opened | 2026 Q1 |
| SEI Investments CO | 40.5k | 0.37% | $6.0M | added +48.1% | 2019 Q4 |
| ProShare Advisors LLC | 39.8k | 0.36% | $5.9M | added +12.6% | 2023 Q4 |
| Ballast Asset Management, LP | 37.6k | 0.34% | $5.6M | added +7.5% | 2023 Q3 |
| Barnett & Company, INC. | 37.2k | 0.34% | $5.5M | trimmed -1.7% | 2021 Q1 |
| Man Group | 37.1k | 0.34% | $5.5M | trimmed -14.8% | 2024 Q3 |
| First Trust Advisors LP | 35.7k | 0.33% | $5.3M | added +124% | 2023 Q2 |
| Nuveen | 30.5k | 0.28% | $4.5M | trimmed -1.4% | 2019 Q2 |
| CSM Advisors, LLC | 29.4k | 0.27% | $4.3M | trimmed -0.5% | 2025 Q2 |
| Millennium Management | 27.7k | 0.25% | $4.1M | opened | 2022 Q3 |
| Royal Bank OF Canada | 27.4k | 0.25% | $4.0M | trimmed -2.6% | ≤2013 |
| First Wilshire Securities Management INC | 27.1k | 0.25% | $4.0M | added +1.7% | ≤2013 |
| Balyasny Asset Management | 25.8k | 0.24% | $3.8M | added +96.4% | 2023 Q1 |
| Voloridge Investment Management | 25.4k | 0.23% | $3.8M | added +230.4% | 2025 Q2 |
| Susquehanna International Group | 23.9k | 0.22% | $3.5M | added +235.9% | 2020 Q2 |
Largest 50 of 221 shown; the full ranked, searchable register is at boothcheck.com/holders/AGM. 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.