Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
579 institutional managers reported holding POOL for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 54%. 83 opened new positions; 137 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 4.11M | 11.28% | $831.3M | added +4.9% | ≤2013 |
| Wellington Management | 2.87M | 7.87% | $580.0M | added +12.3% | 2024 Q2 |
| Kayne Anderson Rudnick Investment Management LLC | 2.85M | 7.82% | $576.5M | added +61.9% | ≤2013 |
| BlackRock | 2.29M | 6.30% | $464.1M | trimmed -0.6% | ≤2013 |
| T. Rowe Price Investment Management, INC. | 2.25M | 6.17% | $454.8M | added +74.2% | 2022 Q3 |
| Morgan Stanley | 1.71M | 4.69% | $345.8M | added +24.6% | ≤2013 |
| State Street | 1.19M | 3.27% | $241.1M | trimmed -1.4% | ≤2013 |
| Invesco | 1.06M | 2.90% | $213.5M | added +26% | ≤2013 |
| Geode Capital | 893.6k | 2.45% | $180.8M | added +1.3% | ≤2013 |
| Southpoint Capital Advisors LP (focused) | 500.0k | 1.37% | $101.1M | added +66.7% | 2025 Q4 |
| UBS | 484.1k | 1.33% | $97.9M | added +17.8% | ≤2013 |
| MFS Investment Management | 465.1k | 1.28% | $94.1M | trimmed -11.4% | 2025 Q1 |
| Millennium Management | 461.5k | 1.27% | $93.4M | added +31% | 2018 Q4 |
| William Blair Investment Management, LLC | 452.3k | 1.24% | $91.5M | trimmed -13% | 2022 Q2 |
| Wells Fargo & COMPANY/MN | 422.9k | 1.16% | $85.5M | added +39.5% | ≤2013 |
| Dimensional Fund Advisors | 404.8k | 1.11% | $81.9M | trimmed -3.8% | ≤2013 |
| London CO OF Virginia | 396.8k | 1.09% | $80.3M | trimmed -8.5% | 2022 Q4 |
| Charles Schwab Investment Management | 360.9k | 0.99% | $73.0M | added +1.2% | ≤2013 |
| Balyasny Asset Management | 356.7k | 0.98% | $72.2M | opened | 2026 Q1 |
| Citadel Advisors | 354.6k | 0.97% | $71.7M | trimmed -48.1% | ≤2013 |
| Northern Trust | 290.0k | 0.80% | $58.7M | added +6.5% | ≤2013 |
| First Manhattan CO. LLC. | 285.0k | 0.78% | $57.7M | added +32.2% | 2025 Q2 |
| Gilder Gagnon Howe & CO LLC | 281.9k | 0.77% | $57.0M | unchanged | ≤2013 |
| Marshall Wace | 280.7k | 0.77% | $56.8M | opened | 2026 Q1 |
| BNY Mellon | 273.6k | 0.75% | $55.3M | trimmed -6.7% | ≤2013 |
| Raymond James Financial INC | 272.2k | 0.75% | $55.1M | added +25.4% | ≤2013 |
| Corient Private Wealth LLC | 271.8k | 0.75% | $55.0M | added +63.7% | 2022 Q4 |
| Bank OF America CORP /DE/ | 261.4k | 0.72% | $52.9M | added +48% | ≤2013 |
| Goldman Sachs | 254.2k | 0.70% | $51.4M | added +41.7% | ≤2013 |
| Point72 | 234.6k | 0.64% | $47.5M | trimmed -39.3% | 2025 Q4 |
| Cibc Bancorp USA INC. | 226.8k | 0.62% | $45.9M | added +3573.3% | 2020 Q4 |
| Envestnet Asset Management INC | 203.5k | 0.56% | $41.2M | added +45.7% | 2015 Q3 |
| Canada Life Assurance CO | 200.9k | 0.55% | $40.6M | added +1496.4% | 2013 Q4 |
| AllianceBernstein | 194.6k | 0.53% | $39.4M | added +18.7% | ≤2013 |
| Findlay Park Partners LLP | 180.8k | 0.50% | $36.6M | trimmed -10.4% | 2021 Q1 |
| AQR Capital | 177.9k | 0.49% | $36.0M | added +3754.5% | 2014 Q4 |
| Caledonia Investments PLC (focused) | 175.9k | 0.48% | $35.6M | unchanged | 2024 Q2 |
| Deprince Race & Zollo INC | 170.7k | 0.47% | $34.5M | added +197.5% | 2025 Q2 |
| Westwood Holdings Group INC | 167.2k | 0.46% | $33.8M | added +559.5% | 2025 Q2 |
| Sone Capital Management, LLC | 160.9k | 0.44% | $32.5M | added +30.4% | 2025 Q1 |
| Neuberger Berman Group LLC | 160.0k | 0.44% | $32.4M | added +4474% | ≤2013 |
| SEI Investments CO | 159.8k | 0.44% | $32.3M | added +146.9% | 2014 Q4 |
| Conestoga Capital Advisors, LLC | 152.6k | 0.42% | $30.9M | added +5.5% | 2016 Q3 |
| Nordea Investment Management AB | 150.8k | 0.41% | $30.5M | added +1.3% | 2019 Q2 |
| CI Investments INC. | 143.2k | 0.39% | $29.0M | added +40.8% | 2019 Q3 |
| TD Asset Management INC | 141.8k | 0.39% | $28.7M | added +1.9% | 2019 Q4 |
| Schwartz Investment Counsel INC | 141.5k | 0.39% | $28.6M | added +607.5% | 2025 Q4 |
| Progeny 3, INC. (focused) | 140.0k | 0.38% | $28.3M | opened | 2026 Q1 |
| Gw&k Investment Management, LLC | 139.8k | 0.38% | $28.3M | unchanged | 2014 Q2 |
| Harvey Partners, LLC (focused) | 135.0k | 0.37% | $27.3M | opened | 2026 Q1 |
Largest 50 of 579 shown; the full ranked, searchable register is at boothcheck.com/holders/POOL. 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.