Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
405 institutional managers reported holding DOCS for the quarter ended Mar 31, 2026. Together they hold about 60% of shares outstanding; the top 10 hold 29%. 73 opened new positions; 131 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 14.26M | 7.16% | $332.0M | trimmed -0.7% | 2021 Q2 |
| Vanguard Group | 13.25M | 6.65% | $308.6M | unchanged | 2021 Q2 |
| Clearbridge Investments, LLC | 4.98M | 2.50% | $115.9M | trimmed -1.8% | 2021 Q2 |
| William Blair Investment Management, LLC | 4.83M | 2.43% | $112.6M | trimmed -11.4% | 2024 Q1 |
| State Street | 4.04M | 2.03% | $94.1M | unchanged | 2021 Q3 |
| Geode Capital | 3.94M | 1.98% | $91.9M | added +4.1% | 2021 Q3 |
| Baillie Gifford | 3.84M | 1.93% | $89.4M | added +3.5% | 2022 Q3 |
| Renaissance Technologies | 3.06M | 1.54% | $71.3M | added +29.4% | 2021 Q4 |
| Deutsche Bank AG\ | 2.92M | 1.47% | $68.1M | added +93% | 2022 Q2 |
| D. E. Shaw | 2.90M | 1.46% | $67.6M | added +226.5% | 2021 Q4 |
| Wellington Management | 2.51M | 1.26% | $58.5M | added +13144.4% | 2021 Q4 |
| UBS | 2.49M | 1.25% | $57.9M | added +1% | 2021 Q2 |
| Walleye Capital LLC | 2.45M | 1.23% | $57.1M | added +1979.6% | 2023 Q4 |
| Capital Group (American Funds) | 2.43M | 1.22% | $56.6M | trimmed -57% | 2023 Q2 |
| Morgan Stanley | 2.19M | 1.10% | $51.1M | added +51.4% | 2021 Q2 |
| Federated Hermes, INC. | 2.04M | 1.02% | $47.5M | added +63.3% | 2023 Q1 |
| Loomis Sayles & CO L P | 2.04M | 1.02% | $47.4M | unchanged | 2022 Q1 |
| Goldman Sachs | 1.76M | 0.89% | $41.1M | added +191.9% | 2021 Q2 |
| AQR Capital | 1.60M | 0.80% | $37.2M | added +480.5% | 2022 Q3 |
| Invesco | 1.50M | 0.75% | $35.0M | trimmed -38.1% | 2021 Q2 |
| SG Americas Securities, LLC | 1.41M | 0.71% | $32.8M | added +3403.2% | 2023 Q1 |
| Dimensional Fund Advisors | 1.37M | 0.69% | $31.9M | trimmed -1.2% | 2021 Q3 |
| Two Sigma | 1.37M | 0.69% | $31.9M | added +4616.5% | 2025 Q2 |
| Gotham Asset Management | 1.30M | 0.66% | $30.4M | added +261.7% | 2023 Q3 |
| Charles Schwab Investment Management | 1.26M | 0.63% | $29.3M | trimmed -1.6% | 2021 Q3 |
| Northern Trust | 1.18M | 0.59% | $27.4M | trimmed -10.1% | 2021 Q3 |
| Bank OF America CORP /DE/ | 1.14M | 0.57% | $26.6M | added +31.8% | 2021 Q2 |
| BNY Mellon | 1.04M | 0.52% | $24.2M | unchanged | 2021 Q3 |
| Swedbank Robur | 1.01M | 0.51% | $23.5M | added +1147.9% | 2022 Q3 |
| Qube Research & Technologies LTD | 910.2k | 0.46% | $21.2M | trimmed -29.1% | 2024 Q2 |
| Citigroup INC | 835.3k | 0.42% | $19.5M | added +2002.7% | 2021 Q2 |
| FMR (Fidelity) | 834.2k | 0.42% | $19.4M | trimmed -61.5% | 2021 Q2 |
| Fort Washington Investment Advisors INC /OH/ | 792.2k | 0.40% | $18.5M | added +73.5% | 2023 Q4 |
| Squarepoint Ops LLC | 776.0k | 0.39% | $18.1M | trimmed -41.1% | 2023 Q2 |
| Citadel Advisors | 763.8k | 0.38% | $17.8M | trimmed -68.6% | 2022 Q4 |
| BNP Paribas Financial Markets | 713.1k | 0.36% | $16.6M | trimmed -20.9% | 2024 Q4 |
| Fundsmith (focused) | 691.8k | 0.35% | $16.1M | trimmed -58.1% | 2024 Q4 |
| Raymond James Financial INC | 673.6k | 0.34% | $15.7M | trimmed -7.1% | 2021 Q3 |
| Ameriprise Financial INC | 644.3k | 0.32% | $15.0M | added +46.9% | 2021 Q2 |
| Amundi | 569.1k | 0.29% | $13.3M | added +9956.5% | 2021 Q4 |
| Wilmington Savings Fund Society, FSB | 566.5k | 0.28% | $13.2M | unchanged | 2024 Q3 |
| Nuveen | 515.9k | 0.26% | $12.0M | added +6.9% | 2022 Q2 |
| HRT Financial LP | 514.3k | 0.26% | $12.0M | added +4571% | 2025 Q4 |
| Balyasny Asset Management | 512.2k | 0.26% | $11.9M | opened | 2025 Q3 |
| Riverbridge Partners LLC | 489.7k | 0.25% | $11.4M | trimmed -7.3% | 2024 Q2 |
| AllianceBernstein | 479.4k | 0.24% | $11.2M | added +201.7% | 2022 Q1 |
| Millennium Management | 448.8k | 0.23% | $10.5M | trimmed -44.1% | 2022 Q4 |
| Swiss Life Asset Management LTD | 443.1k | 0.22% | $10.3M | added +111.2% | 2025 Q2 |
| Bank OF Nova Scotia | 434.8k | 0.22% | $10.1M | opened | 2026 Q1 |
| T. Rowe Price | 398.4k | 0.20% | $9.3M | trimmed -24.8% | 2021 Q2 |
Largest 50 of 405 shown; the full ranked, searchable register is at boothcheck.com/holders/DOCS. 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.