Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
611 institutional managers reported holding FIVE for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 41%. 138 opened new positions; 71 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 5.31M | 9.56% | $1.21B | trimmed -0.6% | ≤2013 |
| BlackRock | 5.01M | 9.02% | $1.14B | added +2.2% | ≤2013 |
| AQR Capital | 1.93M | 3.47% | $439.9M | added +64.8% | 2023 Q2 |
| American Century Companies INC | 1.82M | 3.27% | $414.9M | trimmed -1.2% | 2018 Q3 |
| State Street | 1.67M | 3.01% | $382.0M | unchanged | ≤2013 |
| Federated Hermes, INC. | 1.53M | 2.75% | $349.2M | added +1.4% | 2017 Q4 |
| Two Sigma | 1.43M | 2.58% | $327.5M | added +254.9% | 2023 Q3 |
| D. E. Shaw | 1.41M | 2.53% | $321.0M | trimmed -26.8% | 2018 Q1 |
| Marshall Wace | 1.33M | 2.40% | $304.6M | trimmed -25.3% | 2018 Q2 |
| Geode Capital | 1.29M | 2.32% | $294.3M | added +18.1% | ≤2013 |
| Capital Group (American Funds) | 1.25M | 2.25% | $285.1M | added +3.7% | 2018 Q2 |
| Wellington Management | 1.17M | 2.11% | $268.0M | trimmed -1.6% | ≤2013 |
| Qube Research & Technologies LTD | 1.07M | 1.93% | $244.4M | added +81.9% | 2025 Q3 |
| FMR (Fidelity) | 1.04M | 1.87% | $237.1M | added +2.6% | ≤2013 |
| UBS | 1.03M | 1.85% | $234.9M | trimmed -33.2% | ≤2013 |
| Invesco | 1.01M | 1.82% | $230.5M | added +13.9% | ≤2013 |
| Dimensional Fund Advisors | 848.5k | 1.53% | $193.7M | unchanged | 2014 Q1 |
| Balyasny Asset Management | 848.1k | 1.53% | $193.6M | trimmed -2.5% | 2024 Q1 |
| Morgan Stanley | 822.1k | 1.48% | $187.7M | added +24% | ≤2013 |
| Wasatch Advisors LP | 818.4k | 1.47% | $186.9M | trimmed -35.5% | 2015 Q3 |
| Millennium Management | 733.1k | 1.32% | $167.4M | added +4% | 2017 Q1 |
| SRS Investment Management, LLC (focused) | 722.8k | 1.30% | $165.0M | opened | 2026 Q1 |
| Charles Schwab Investment Management | 668.3k | 1.20% | $152.6M | unchanged | ≤2013 |
| Giverny Capital INC. | 617.2k | 1.11% | $140.9M | trimmed -3.2% | 2017 Q1 |
| Stephens Investment Management Group LLC | 576.1k | 1.04% | $131.5M | trimmed -7.8% | 2021 Q4 |
| Citadel Advisors | 575.7k | 1.04% | $131.5M | trimmed -47.1% | ≤2013 |
| Riverbridge Partners LLC | 572.3k | 1.03% | $130.7M | trimmed -29.7% | ≤2013 |
| Jennison Associates LLC | 563.0k | 1.01% | $128.5M | trimmed -33.2% | 2024 Q4 |
| Quantinno Capital Management LP | 522.2k | 0.94% | $119.2M | added +49.4% | 2024 Q1 |
| Bank OF America CORP /DE/ | 513.4k | 0.92% | $117.2M | added +39% | ≤2013 |
| Alyeska Investment Group | 493.2k | 0.89% | $112.6M | trimmed -7.9% | 2025 Q4 |
| Fuller & Thaler Asset Management, INC. | 478.7k | 0.86% | $109.3M | trimmed -12.8% | 2024 Q4 |
| Northern Trust | 476.0k | 0.86% | $108.7M | trimmed -2% | ≤2013 |
| Bank OF Montreal /CAN/ | 452.5k | 0.81% | $103.3M | unchanged | ≤2013 |
| Goldman Sachs | 444.8k | 0.80% | $101.6M | added +1.4% | 2013 Q3 |
| BNY Mellon | 368.3k | 0.66% | $84.1M | trimmed -3.8% | ≤2013 |
| 1832 Asset Management L.p. | 358.3k | 0.65% | $81.8M | added +188.3% | 2025 Q4 |
| Squarepoint Ops LLC | 355.6k | 0.64% | $81.2M | trimmed -9.6% | 2016 Q4 |
| Hook Mill Capital Partners, LP (focused) | 299.3k | 0.54% | $68.3M | trimmed -30.6% | 2024 Q1 |
| Nuveen | 291.6k | 0.53% | $66.6M | added +45.8% | 2018 Q4 |
| Voya Investment Management LLC | 289.0k | 0.52% | $66.0M | added +9.4% | ≤2013 |
| Point72 | 286.3k | 0.52% | $65.4M | trimmed -37.7% | 2023 Q4 |
| Deutsche Bank AG\ | 286.3k | 0.52% | $65.4M | added +9.5% | ≤2013 |
| Trexquant Investment LP | 279.2k | 0.50% | $63.8M | added +48.3% | 2024 Q4 |
| Hood River Capital Management LLC | 268.8k | 0.48% | $61.4M | added +0.9% | 2025 Q3 |
| Arrowstreet Capital | 258.2k | 0.47% | $59.0M | added +1.9% | 2025 Q3 |
| Pacifica Capital Investments, LLC (focused) | 215.3k | 0.39% | $49.2M | trimmed -63.9% | 2015 Q2 |
| Jane Street | 208.7k | 0.38% | $47.7M | added +8399.4% | 2018 Q4 |
| Amundi | 205.6k | 0.37% | $46.9M | added +5410.6% | 2018 Q2 |
| Russell Investments Group, LTD. | 203.7k | 0.37% | $46.5M | added +86.3% | 2016 Q4 |
Largest 50 of 611 shown; the full ranked, searchable register is at boothcheck.com/holders/FIVE. 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.