Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
366 institutional managers reported holding ERIC for the quarter ended Mar 31, 2026. Together they hold about 9% of shares outstanding; the top 10 hold 7%. 61 opened new positions; 38 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Hotchkis & Wiley Capital Management LLC | 82.26M | 2.47% | $927.9M | trimmed -10.7% | 2014 Q2 |
| Acadian Asset Management | 64.82M | 1.95% | $731.1M | trimmed -3.6% | 2024 Q2 |
| PRIMECAP Management | 37.50M | 1.13% | $423.0M | added +40.8% | ≤2013 |
| Arrowstreet Capital | 13.71M | 0.41% | $154.6M | trimmed -18.4% | 2017 Q4 |
| Morgan Stanley | 9.24M | 0.28% | $104.2M | added +30.5% | ≤2013 |
| Renaissance Technologies | 9.08M | 0.27% | $102.4M | trimmed -7.4% | 2018 Q3 |
| Goldman Sachs | 7.46M | 0.22% | $84.1M | added +1.5% | ≤2013 |
| Bank OF America CORP /DE/ | 6.77M | 0.20% | $76.3M | added +51.4% | ≤2013 |
| SEI Investments CO | 5.33M | 0.16% | $60.2M | added +7.7% | 2014 Q4 |
| FMR (Fidelity) | 4.96M | 0.15% | $56.0M | added +21.7% | ≤2013 |
| Ameriprise Financial INC | 3.97M | 0.12% | $44.8M | added +442.4% | ≤2013 |
| Lazard Asset Management LLC | 3.90M | 0.12% | $44.0M | added +51.1% | 2024 Q3 |
| NEW York State Common Retirement Fund | 3.10M | 0.09% | $35.0M | added +1.4% | 2024 Q3 |
| Citigroup INC | 2.86M | 0.09% | $32.2M | added +6387.1% | ≤2013 |
| Mirae Asset Global Etfs Holdings LTD. | 2.64M | 0.08% | $29.8M | trimmed -5.1% | 2019 Q3 |
| Jane Street | 2.41M | 0.07% | $27.2M | unchanged | 2016 Q3 |
| American Century Companies INC | 2.37M | 0.07% | $26.8M | added +26.1% | 2019 Q4 |
| ABC Arbitrage SA | 2.33M | 0.07% | $26.3M | trimmed -46.8% | 2025 Q1 |
| Northern Trust | 2.01M | 0.06% | $22.7M | added +5.2% | ≤2013 |
| Wellington Management | 1.98M | 0.06% | $22.4M | opened | 2026 Q1 |
| Russell Investments Group, LTD. | 1.92M | 0.06% | $21.7M | added +0.9% | 2021 Q3 |
| Public Employees Retirement System OF Ohio | 1.42M | 0.04% | $16.0M | added +26.3% | 2024 Q3 |
| UBS | 1.41M | 0.04% | $15.9M | trimmed -73.3% | ≤2013 |
| VAN ECK Associates CORP | 1.40M | 0.04% | $15.8M | added +11.7% | 2025 Q2 |
| HRT Financial LP | 1.34M | 0.04% | $15.1M | added +30.5% | 2025 Q1 |
| Marshall Wace | 1.29M | 0.04% | $14.6M | opened | 2025 Q2 |
| BNP Paribas Financial Markets | 1.14M | 0.03% | $12.9M | trimmed -39% | ≤2013 |
| BlackRock | 1.14M | 0.03% | $12.8M | added +1.8% | 2020 Q3 |
| Balyasny Asset Management | 1.11M | 0.03% | $12.5M | trimmed -47.7% | 2024 Q4 |
| Quantinno Capital Management LP | 1.11M | 0.03% | $12.5M | trimmed -1.4% | 2023 Q4 |
| Citadel Advisors | 1.07M | 0.03% | $12.1M | added +105.2% | ≤2013 |
| D. E. Shaw | 1.03M | 0.03% | $11.6M | opened | 2026 Q1 |
| O'shaughnessy Asset Management, LLC | 985.0k | 0.03% | $11.1M | added +7.7% | 2019 Q2 |
| Envestnet Asset Management INC | 978.1k | 0.03% | $11.0M | added +2.8% | ≤2013 |
| First Trust Advisors LP | 964.4k | 0.03% | $10.9M | trimmed -38.2% | 2024 Q1 |
| Defiance ETFs, LLC | 939.1k | 0.03% | $10.6M | trimmed -33.3% | 2025 Q4 |
| Penserra Capital Management LLC | 939.1k | 0.03% | $10.6M | trimmed -33.3% | 2025 Q2 |
| Two Sigma | 883.9k | 0.03% | $10.0M | opened | 2026 Q1 |
| US Bancorp \DE\ | 877.1k | 0.03% | $9.9M | trimmed -5.9% | ≤2013 |
| Leuthold Group, LLC | 811.4k | 0.02% | $9.2M | added +2.1% | 2024 Q4 |
| LPL Financial LLC | 797.4k | 0.02% | $9.0M | added +5.6% | 2018 Q4 |
| Capital Fund Management S.a. | 677.1k | 0.02% | $7.6M | added +28.9% | 2024 Q2 |
| Turim 21 Investimentos Ltda. | 670.0k | 0.02% | $7.6M | unchanged | 2022 Q4 |
| Drum Hill Capital, LLC (focused) | 667.0k | 0.02% | $7.5M | trimmed -1.6% | 2024 Q4 |
| Dimensional Fund Advisors | 639.0k | 0.02% | $7.2M | added +3.1% | ≤2013 |
| Nomura Asset Management International INC. | 637.0k | 0.02% | $7.2M | trimmed -3% | 2025 Q4 |
| Vestmark Advisory Solutions, INC. | 583.0k | 0.02% | $6.6M | trimmed -20.9% | 2025 Q2 |
| Hsbc Holdings PLC | 565.8k | 0.02% | $6.4M | unchanged | 2025 Q3 |
| Azzad Asset Management INC /ADV | 528.1k | 0.02% | $6.0M | added +63.3% | 2025 Q2 |
| Charles Schwab Investment Management | 507.6k | 0.01% | $5.7M | added +18% | 2022 Q4 |
Largest 50 of 366 shown; the full ranked, searchable register is at boothcheck.com/holders/ERIC. 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.