Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
455 institutional managers reported holding LOPE for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 50%. 56 opened new positions; 75 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 2.81M | 10.46% | $478.2M | added +1.4% | ≤2013 |
| Vanguard Group | 2.74M | 10.21% | $466.5M | trimmed -1.1% | ≤2013 |
| FMR (Fidelity) | 2.68M | 9.98% | $456.2M | added +49% | 2015 Q4 |
| William Blair Investment Management, LLC | 979.7k | 3.65% | $166.6M | added +116.2% | 2025 Q2 |
| State Street | 860.3k | 3.20% | $146.3M | added +2% | ≤2013 |
| Gw&k Investment Management, LLC | 723.7k | 2.69% | $123.1M | trimmed -1.7% | ≤2013 |
| Riverbridge Partners LLC | 716.6k | 2.67% | $121.9M | trimmed -16% | ≤2013 |
| Reinhart Partners, LLC. | 645.0k | 2.40% | $109.7M | added +24.3% | 2019 Q1 |
| Dimensional Fund Advisors | 621.4k | 2.31% | $105.7M | trimmed -0.7% | ≤2013 |
| Van Berkom & Associates INC. | 585.6k | 2.18% | $99.6M | trimmed -4.5% | ≤2013 |
| Geode Capital | 566.3k | 2.11% | $96.3M | trimmed -2% | ≤2013 |
| AQR Capital | 519.3k | 1.93% | $88.3M | trimmed -20% | 2016 Q3 |
| Bank OF Montreal /CAN/ | 461.6k | 1.72% | $78.5M | trimmed -3.9% | ≤2013 |
| Invesco | 383.5k | 1.43% | $65.2M | trimmed -2.9% | ≤2013 |
| Boston Partners | 371.4k | 1.38% | $63.2M | added +9.3% | 2024 Q2 |
| FIL LTD | 355.8k | 1.32% | $60.5M | trimmed -7.5% | 2018 Q2 |
| Quantinno Capital Management LP | 329.2k | 1.23% | $56.0M | added +27% | 2021 Q4 |
| Morgan Stanley | 317.2k | 1.18% | $53.9M | added +33.9% | ≤2013 |
| Wasatch Advisors LP | 316.2k | 1.18% | $53.8M | trimmed -34.6% | 2021 Q1 |
| Charles Schwab Investment Management | 306.2k | 1.14% | $52.1M | added +7.6% | ≤2013 |
| Northern Trust | 271.8k | 1.01% | $46.2M | trimmed -3.8% | ≤2013 |
| Hood River Capital Management LLC | 262.6k | 0.98% | $44.7M | trimmed -15.7% | 2025 Q4 |
| Fort Washington Investment Advisors INC /OH/ | 251.5k | 0.94% | $42.8M | added +61.2% | 2020 Q3 |
| ABN Amro Investment Solutions | 247.0k | 0.92% | $42.0M | unchanged | 2023 Q1 |
| Loomis Sayles & CO L P | 228.5k | 0.85% | $38.9M | trimmed -7.7% | 2023 Q1 |
| No Street GP LP (focused) | 225.0k | 0.84% | $38.3M | trimmed -10% | 2025 Q4 |
| Capital Research Global Investors | 224.3k | 0.83% | $38.1M | trimmed -47.4% | 2024 Q4 |
| Goldman Sachs | 219.8k | 0.82% | $37.4M | trimmed -32% | ≤2013 |
| Renaissance Technologies | 215.1k | 0.80% | $36.6M | trimmed -30.8% | ≤2013 |
| Ameriprise Financial INC | 214.5k | 0.80% | $36.5M | added +7.6% | ≤2013 |
| MFS Investment Management | 211.0k | 0.79% | $35.9M | trimmed -9.4% | 2017 Q1 |
| Arrowstreet Capital | 185.2k | 0.69% | $31.5M | trimmed -14.8% | 2022 Q4 |
| BNY Mellon | 183.5k | 0.68% | $31.2M | trimmed -11.3% | ≤2013 |
| BNP Paribas Financial Markets | 169.6k | 0.63% | $28.8M | unchanged | 2014 Q2 |
| Envestnet Asset Management INC | 158.2k | 0.59% | $26.9M | trimmed -8.8% | ≤2013 |
| Bank OF America CORP /DE/ | 143.7k | 0.54% | $24.4M | unchanged | ≤2013 |
| D. E. Shaw | 139.3k | 0.52% | $23.7M | trimmed -20.1% | ≤2013 |
| Gotham Asset Management | 137.4k | 0.51% | $23.4M | added +251.7% | 2023 Q1 |
| Qube Research & Technologies LTD | 131.0k | 0.49% | $22.3M | trimmed -5.4% | 2021 Q2 |
| UBS | 125.7k | 0.47% | $21.4M | trimmed -53.1% | ≤2013 |
| Point72 | 123.5k | 0.46% | $21.0M | trimmed -42.4% | 2023 Q4 |
| Oberweis Asset Management INC/ | 116.9k | 0.43% | $19.9M | added +17.1% | 2023 Q4 |
| American Century Companies INC | 109.3k | 0.41% | $18.6M | unchanged | 2021 Q1 |
| Panagora Asset Management INC | 106.7k | 0.40% | $18.1M | added +16.1% | 2024 Q3 |
| Algert Global LLC | 105.9k | 0.39% | $18.0M | trimmed -27.4% | 2023 Q1 |
| Allianz Asset Management GmbH | 105.4k | 0.39% | $17.9M | trimmed -64.9% | 2022 Q4 |
| Citadel Advisors | 97.3k | 0.36% | $16.6M | added +91.2% | 2017 Q4 |
| Amundi | 83.7k | 0.31% | $14.2M | trimmed -0.6% | 2024 Q3 |
| DekaBank Deutsche Girozentrale | 81.7k | 0.30% | $13.9M | unchanged | 2022 Q2 |
| Prospect Capital Advisors, LLC (focused) | 80.5k | 0.30% | $13.7M | added +3.1% | 2015 Q4 |
Largest 50 of 455 shown; the full ranked, searchable register is at boothcheck.com/holders/LOPE. 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.