Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
447 institutional managers reported holding CALM for the quarter ended Mar 31, 2026. Together they hold about 91% of shares outstanding; the top 10 hold 53%. 74 opened new positions; 83 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 6.95M | 14.65% | $549.4M | trimmed -3.7% | ≤2013 |
| Vanguard Group | 5.02M | 10.59% | $397.0M | added +1.4% | ≤2013 |
| Dimensional Fund Advisors | 2.52M | 5.31% | $199.2M | added +13.6% | ≤2013 |
| American Century Companies INC | 2.01M | 4.24% | $158.8M | added +11.8% | 2022 Q3 |
| Renaissance Technologies | 1.78M | 3.75% | $140.6M | trimmed -5.5% | 2018 Q1 |
| State Street | 1.71M | 3.61% | $135.3M | added +1.4% | ≤2013 |
| First Trust Advisors LP | 1.55M | 3.27% | $122.7M | added +29.7% | 2020 Q2 |
| River Road Asset Management, LLC | 1.37M | 2.89% | $108.3M | opened | 2026 Q1 |
| Boston Partners | 1.21M | 2.56% | $96.0M | opened | 2026 Q1 |
| Geode Capital | 1.14M | 2.41% | $90.3M | trimmed -3% | ≤2013 |
| Morgan Stanley | 1.12M | 2.35% | $88.2M | added +14% | ≤2013 |
| Northern Trust | 960.1k | 2.02% | $75.9M | added +1.2% | ≤2013 |
| UBS | 913.3k | 1.93% | $72.2M | added +90.8% | ≤2013 |
| Charles Schwab Investment Management | 705.1k | 1.49% | $55.8M | added +3.1% | ≤2013 |
| BNY Mellon | 697.7k | 1.47% | $55.2M | trimmed -8.1% | ≤2013 |
| Corient Private Wealth LLC | 649.5k | 1.37% | $51.4M | unchanged | 2023 Q2 |
| Bank OF America CORP /DE/ | 505.4k | 1.07% | $40.0M | added +21.9% | ≤2013 |
| Janus Henderson | 353.8k | 0.75% | $28.0M | added +68.8% | 2017 Q2 |
| Hennessy Advisors INC | 346.8k | 0.73% | $27.4M | trimmed -9.5% | 2025 Q3 |
| Invesco | 326.7k | 0.69% | $25.8M | trimmed -53.1% | ≤2013 |
| Sprott INC. | 317.8k | 0.67% | $25.1M | added +30.2% | 2015 Q1 |
| Raymond James Financial INC | 311.2k | 0.66% | $24.6M | added +2054.8% | 2015 Q1 |
| Principal Financial Group INC | 308.6k | 0.65% | $24.4M | added +5.8% | ≤2013 |
| Goldman Sachs | 298.4k | 0.63% | $23.6M | trimmed -31.1% | ≤2013 |
| Victory Capital Management INC | 268.2k | 0.57% | $21.2M | trimmed -3% | 2019 Q1 |
| Citadel Advisors | 255.4k | 0.54% | $20.2M | added +157.5% | 2017 Q4 |
| Fisher Investments | 223.9k | 0.47% | $17.7M | added +6% | 2023 Q1 |
| Twin Lions Management LLC (focused) | 221.5k | 0.47% | $17.5M | opened | 2026 Q1 |
| Allianz Asset Management GmbH | 216.4k | 0.46% | $17.1M | added +3.3% | 2020 Q2 |
| T. Rowe Price Investment Management, INC. | 213.6k | 0.45% | $16.9M | added +1185.7% | 2025 Q3 |
| Hound Partners, LLC (focused) | 203.9k | 0.43% | $16.1M | added +163.6% | 2025 Q4 |
| Mirae Asset Global Etfs Holdings LTD. | 200.8k | 0.42% | $15.9M | added +877.5% | 2022 Q2 |
| Envestnet Asset Management INC | 189.2k | 0.40% | $15.0M | added +12.8% | 2019 Q1 |
| Public Sector Pension Investment Board | 186.9k | 0.39% | $14.8M | trimmed -0.9% | ≤2013 |
| Baird Financial Group, INC. | 180.8k | 0.38% | $14.3M | added +6.3% | 2022 Q4 |
| Man Group | 178.0k | 0.38% | $14.1M | trimmed -61.1% | 2022 Q3 |
| National Philanthropic Trust | 168.0k | 0.35% | $13.3M | unchanged | 2025 Q4 |
| Deutsche Bank AG\ | 164.4k | 0.35% | $13.0M | added +18.5% | ≤2013 |
| Royal Bank OF Canada | 158.5k | 0.33% | $12.5M | trimmed -17.5% | ≤2013 |
| Edgestream Partners, L.p. | 154.6k | 0.33% | $12.2M | added +64.4% | 2024 Q2 |
| VAN ECK Associates CORP | 152.2k | 0.32% | $12.0M | added +71.6% | 2019 Q4 |
| Wells Fargo & COMPANY/MN | 147.0k | 0.31% | $11.6M | trimmed -17.3% | ≤2013 |
| Woodline Partners LP | 134.1k | 0.28% | $10.6M | trimmed -49.2% | 2025 Q4 |
| Assetmark, INC | 130.6k | 0.28% | $10.3M | added +10% | 2022 Q4 |
| BI Asset Management Fondsmaeglerselskab A/S | 125.3k | 0.26% | $9.9M | trimmed -4.8% | 2024 Q4 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 125.3k | 0.26% | $9.9M | unchanged | 2025 Q4 |
| Eldred Rock Partners, LLC (focused) | 124.0k | 0.26% | $9.8M | added +3.9% | 2023 Q4 |
| Rhumbline Advisers | 118.6k | 0.25% | $9.4M | unchanged | ≤2013 |
| Nuveen | 112.5k | 0.24% | $8.9M | trimmed -53.9% | 2019 Q2 |
| Ameriprise Financial INC | 112.0k | 0.24% | $8.9M | trimmed -3.8% | ≤2013 |
Largest 50 of 447 shown; the full ranked, searchable register is at boothcheck.com/holders/CALM. 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.