Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
525 institutional managers reported holding ATR for the quarter ended Mar 31, 2026. Together they hold about 93% of shares outstanding; the top 10 hold 50%. 82 opened new positions; 52 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 7.16M | 11.04% | $902.8M | added +3.4% | ≤2013 |
| BlackRock | 6.08M | 9.38% | $767.2M | added +0.6% | ≤2013 |
| State Farm Mutual Automobile Insurance CO | 4.74M | 7.32% | $598.4M | unchanged | ≤2013 |
| Morgan Stanley | 3.38M | 5.21% | $425.7M | trimmed -16.6% | ≤2013 |
| State Street | 2.78M | 4.29% | $351.2M | unchanged | ≤2013 |
| Victory Capital Management INC | 2.42M | 3.73% | $305.1M | added +5.6% | 2014 Q4 |
| Geode Capital | 1.69M | 2.61% | $213.6M | added +4.6% | ≤2013 |
| Pacer Advisors, INC. | 1.52M | 2.35% | $192.2M | added +16691.5% | 2019 Q2 |
| Dimensional Fund Advisors | 1.50M | 2.32% | $189.7M | added +15.7% | ≤2013 |
| Boston Trust Walden CORP | 1.35M | 2.08% | $170.2M | trimmed -4.6% | ≤2013 |
| Fiduciary Management INC /WI/ | 1.25M | 1.93% | $157.9M | unchanged | 2022 Q3 |
| AQR Capital | 1.23M | 1.90% | $155.0M | added +45.7% | 2017 Q2 |
| River Road Asset Management, LLC | 1.18M | 1.81% | $148.4M | added +28.3% | 2025 Q4 |
| Neuberger Berman Group LLC | 1.17M | 1.81% | $148.1M | added +4.7% | ≤2013 |
| Northern Trust | 1.07M | 1.65% | $134.7M | unchanged | ≤2013 |
| FMR (Fidelity) | 1.03M | 1.59% | $129.7M | added +2.5% | ≤2013 |
| London CO OF Virginia | 828.8k | 1.28% | $104.5M | trimmed -8.9% | 2021 Q1 |
| Mawer Investment Management LTD. | 657.3k | 1.01% | $82.9M | trimmed -68.1% | 2016 Q3 |
| Williams Jones Wealth Management, LLC. | 587.3k | 0.91% | $74.1M | trimmed -2.7% | 2019 Q3 |
| Federated Hermes, INC. | 559.8k | 0.86% | $70.6M | added +2.7% | ≤2013 |
| First Trust Advisors LP | 538.6k | 0.83% | $67.9M | added +42.6% | ≤2013 |
| BNY Mellon | 505.5k | 0.78% | $63.8M | trimmed -5.8% | ≤2013 |
| Bank OF America CORP /DE/ | 485.7k | 0.75% | $61.3M | added +7.2% | ≤2013 |
| D. E. Shaw | 482.0k | 0.74% | $60.8M | added +144.5% | 2018 Q4 |
| Charles Schwab Investment Management | 464.9k | 0.72% | $58.6M | added +2.2% | ≤2013 |
| Crawford Investment Counsel INC | 408.5k | 0.63% | $51.5M | added +12.1% | 2022 Q2 |
| Schwartz Investment Counsel INC | 387.2k | 0.60% | $48.8M | added +0.9% | 2021 Q3 |
| Brown Brothers Harriman & CO | 358.1k | 0.55% | $45.2M | added +8.1% | 2018 Q3 |
| Atlas FRM LLC (focused) | 350.0k | 0.54% | $44.1M | opened | 2026 Q1 |
| Quantinno Capital Management LP | 348.9k | 0.54% | $44.0M | added +562.8% | 2023 Q1 |
| Reynders McVeigh Capital Management, LLC | 314.2k | 0.48% | $39.6M | added +1.9% | 2013 Q3 |
| Schroder Investment Management Group | 281.8k | 0.43% | $35.5M | added +1300.7% | 2020 Q4 |
| UBS | 274.1k | 0.42% | $34.6M | added +2% | ≤2013 |
| Balyasny Asset Management | 271.6k | 0.42% | $34.3M | added +213.2% | 2025 Q4 |
| Millennium Management | 260.8k | 0.40% | $32.9M | added +22.7% | 2017 Q3 |
| Grantham, Mayo, Van Otterloo & CO. LLC | 256.6k | 0.40% | $32.4M | added +11.1% | 2022 Q3 |
| Rockefeller Capital Management L.p. | 252.3k | 0.39% | $31.8M | added +99.1% | 2024 Q2 |
| Raymond James Financial INC | 244.2k | 0.38% | $30.8M | added +33.3% | ≤2013 |
| Envestnet Asset Management INC | 230.3k | 0.35% | $29.0M | added +41.3% | ≤2013 |
| Ameriprise Financial INC | 225.9k | 0.35% | $28.5M | added +3% | ≤2013 |
| Acadian Asset Management | 219.0k | 0.34% | $27.6M | trimmed -19.3% | 2020 Q2 |
| Hemenway Trust CO LLC | 217.9k | 0.34% | $27.5M | trimmed -8.3% | ≤2013 |
| ProShare Advisors LLC | 206.8k | 0.32% | $26.1M | trimmed -18.6% | ≤2013 |
| Rhumbline Advisers | 199.4k | 0.31% | $25.2M | added +1.6% | ≤2013 |
| Goldman Sachs | 188.2k | 0.29% | $23.7M | added +53.7% | ≤2013 |
| Janney Montgomery Scott LLC | 187.6k | 0.29% | $23.7M | trimmed -5.4% | 2022 Q3 |
| Cornerstone Capital, INC. | 183.5k | 0.28% | $23.1M | added +25% | ≤2013 |
| Invesco | 177.2k | 0.27% | $22.3M | trimmed -12.4% | ≤2013 |
| MetLife Investment Management, LLC | 177.1k | 0.27% | $22.3M | added +18.9% | 2017 Q4 |
| Corient Private Wealth LLC | 176.8k | 0.27% | $22.3M | added +136.3% | 2022 Q4 |
Largest 50 of 525 shown; the full ranked, searchable register is at boothcheck.com/holders/ATR. 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.