Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
231 institutional managers reported holding MCRI for the quarter ended Mar 31, 2026. Together they hold about 59% of shares outstanding; the top 10 hold 34%. 35 opened new positions; 27 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 1.97M | 10.82% | $188.7M | added +1.1% | ≤2013 |
| Vanguard Group | 1.03M | 5.67% | $98.8M | unchanged | ≤2013 |
| Davenport & CO LLC | 841.1k | 4.62% | $80.6M | trimmed -10.4% | ≤2013 |
| American Century Companies INC | 510.4k | 2.80% | $48.9M | added +2.8% | 2021 Q2 |
| State Street | 484.9k | 2.66% | $46.4M | added +1.9% | ≤2013 |
| Geode Capital | 408.6k | 2.25% | $39.1M | added +3% | ≤2013 |
| Fuller & Thaler Asset Management, INC. | 294.0k | 1.61% | $28.2M | unchanged | 2024 Q4 |
| AllianceBernstein | 274.0k | 1.51% | $26.3M | added +1671% | ≤2013 |
| Morgan Stanley | 224.2k | 1.23% | $21.5M | trimmed -7.8% | ≤2013 |
| Arrowstreet Capital | 202.9k | 1.11% | $19.4M | trimmed -3% | 2016 Q4 |
| FMR (Fidelity) | 185.1k | 1.02% | $17.7M | trimmed -2.3% | 2018 Q3 |
| Dimensional Fund Advisors | 168.7k | 0.93% | $16.2M | trimmed -1.5% | ≤2013 |
| AQR Capital | 166.3k | 0.91% | $15.9M | added +105.2% | 2021 Q2 |
| Charles Schwab Investment Management | 161.4k | 0.89% | $15.5M | added +3.1% | ≤2013 |
| Tributary Capital Management, LLC | 156.2k | 0.86% | $15.0M | trimmed -13.8% | 2022 Q1 |
| Wellington Management | 153.2k | 0.84% | $14.7M | trimmed -4.2% | 2024 Q1 |
| Qube Research & Technologies LTD | 146.7k | 0.81% | $14.1M | trimmed -14.7% | 2024 Q3 |
| Renaissance Technologies | 134.6k | 0.74% | $12.9M | trimmed -14.4% | 2021 Q1 |
| BNY Mellon | 128.4k | 0.71% | $12.3M | trimmed -1.6% | ≤2013 |
| Northern Trust | 125.4k | 0.69% | $12.0M | added +1.4% | ≤2013 |
| Nuveen | 100.1k | 0.55% | $9.6M | unchanged | 2019 Q2 |
| Algert Global LLC | 94.2k | 0.52% | $9.0M | added +55.4% | 2025 Q1 |
| Goldman Sachs | 93.3k | 0.51% | $8.9M | added +7.1% | 2016 Q1 |
| Citadel Advisors | 84.3k | 0.46% | $8.1M | trimmed -1.1% | 2019 Q2 |
| Teacher Retirement System OF Texas | 83.6k | 0.46% | $8.0M | added +4.5% | 2022 Q1 |
| Acadian Asset Management | 82.8k | 0.46% | $7.9M | trimmed -10.4% | 2024 Q4 |
| Hillsdale Investment Management INC. | 80.5k | 0.44% | $7.7M | added +6.3% | 2025 Q4 |
| Clark Capital Management Group, INC. | 78.5k | 0.43% | $7.5M | added +14.7% | 2025 Q3 |
| T. Rowe Price | 69.6k | 0.38% | $6.7M | added +31.3% | 2023 Q4 |
| Principal Financial Group INC | 66.2k | 0.36% | $6.3M | trimmed -5.9% | ≤2013 |
| Public Sector Pension Investment Board | 66.1k | 0.36% | $6.3M | added +13.3% | 2017 Q1 |
| Millennium Management | 64.9k | 0.36% | $6.2M | trimmed -22.2% | 2019 Q4 |
| Lazard Asset Management LLC | 61.6k | 0.34% | $5.9M | added +6.8% | 2024 Q3 |
| Crawford Investment Counsel INC | 60.6k | 0.33% | $5.8M | added +11.9% | 2023 Q3 |
| Creative Planning | 54.6k | 0.30% | $5.2M | added +103.8% | 2024 Q4 |
| Invesco | 53.7k | 0.29% | $5.1M | trimmed -72.4% | ≤2013 |
| Emmett Investment Management, LP (focused) | 53.0k | 0.29% | $5.1M | added +9.9% | 2024 Q4 |
| First Trust Advisors LP | 51.6k | 0.28% | $4.9M | trimmed -5% | 2022 Q4 |
| Raymond James Financial INC | 49.2k | 0.27% | $4.7M | trimmed -3.6% | 2024 Q4 |
| Bank OF America CORP /DE/ | 48.8k | 0.27% | $4.7M | added +7.4% | 2014 Q4 |
| ArrowMark Colorado Holdings LLC | 48.2k | 0.27% | $4.6M | added +1.2% | 2025 Q3 |
| UBS | 47.4k | 0.26% | $4.5M | trimmed -30.3% | ≤2013 |
| Envestnet Asset Management INC | 47.2k | 0.26% | $4.5M | trimmed -12.3% | 2022 Q1 |
| Jane Street | 44.1k | 0.24% | $4.2M | added +13.9% | 2024 Q2 |
| Point72 | 42.3k | 0.23% | $4.1M | trimmed -24% | 2024 Q3 |
| Voya Investment Management LLC | 40.8k | 0.22% | $3.9M | trimmed -6.8% | 2020 Q4 |
| O'shaughnessy Asset Management, LLC | 39.0k | 0.21% | $3.7M | trimmed -17.8% | 2024 Q4 |
| D. E. Shaw | 36.7k | 0.20% | $3.5M | trimmed -33.8% | 2016 Q2 |
| Hotchkis & Wiley Capital Management LLC | 34.8k | 0.19% | $3.3M | unchanged | 2024 Q1 |
| BNP Paribas Financial Markets | 34.0k | 0.19% | $3.3M | added +17% | 2014 Q2 |
Largest 50 of 231 shown; the full ranked, searchable register is at boothcheck.com/holders/MCRI. 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.