Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
247 institutional managers reported holding SMA for the quarter ended Mar 31, 2026. Together they hold about 91% of shares outstanding; the top 10 hold 56%. 53 opened new positions; 37 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| T. Rowe Price | 5.97M | 10.79% | $180.8M | added +0.9% | 2025 Q2 |
| Vanguard Group | 5.43M | 9.81% | $164.4M | added +51.8% | 2025 Q2 |
| BlackRock | 5.14M | 9.29% | $155.7M | added +48.2% | 2025 Q2 |
| Goldman Sachs | 3.43M | 6.19% | $103.8M | added +330.8% | 2025 Q2 |
| Principal Financial Group INC | 2.60M | 4.69% | $78.6M | added +25.6% | 2025 Q3 |
| Prudential Financial INC | 2.35M | 4.25% | $71.2M | trimmed -20.3% | 2025 Q2 |
| State Street | 2.16M | 3.91% | $65.5M | added +88.7% | 2025 Q2 |
| Geode Capital | 1.44M | 2.59% | $43.5M | added +42.7% | 2025 Q2 |
| Goldentree Asset Management LP (focused) | 1.33M | 2.40% | $40.3M | added +14% | 2025 Q2 |
| Nuveen | 1.14M | 2.07% | $34.7M | added +110.8% | 2025 Q2 |
| MFS Investment Management | 981.4k | 1.77% | $29.7M | added +23.6% | 2025 Q2 |
| Conversant Capital LLC (focused) | 857.7k | 1.55% | $26.0M | opened | 2026 Q1 |
| Charles Schwab Investment Management | 846.6k | 1.53% | $25.6M | added +7.6% | 2025 Q2 |
| Duff & Phelps Investment Management CO | 831.8k | 1.50% | $25.2M | trimmed -24.4% | 2025 Q2 |
| T. Rowe Price Investment Management, INC. | 801.9k | 1.45% | $24.3M | added +372.5% | 2025 Q2 |
| Aberdeen Group plc | 741.5k | 1.34% | $22.5M | trimmed -23.3% | 2025 Q2 |
| Silvercrest Asset Management Group LLC | 732.7k | 1.32% | $22.2M | trimmed -6.7% | 2025 Q3 |
| Long Pond Capital, LP (focused) | 613.5k | 1.11% | $18.6M | opened | 2026 Q1 |
| Zimmer Partners, LP | 600.0k | 1.08% | $18.2M | trimmed -5% | 2025 Q2 |
| Millennium Management | 591.6k | 1.07% | $17.9M | added +108.4% | 2025 Q2 |
| Northern Trust | 540.3k | 0.98% | $16.4M | added +72.4% | 2025 Q2 |
| UBS | 486.4k | 0.88% | $14.7M | added +122.4% | 2025 Q2 |
| BNP Paribas Financial Markets | 486.3k | 0.88% | $14.7M | trimmed -8.3% | 2025 Q2 |
| Schroder Investment Management Group | 356.2k | 0.64% | $10.8M | trimmed -16.1% | 2025 Q3 |
| Independent Financial Group, LLC | 353.0k | 0.64% | $10.7M | trimmed -2.4% | 2025 Q2 |
| Morgan Stanley | 344.0k | 0.62% | $10.4M | added +154.7% | 2025 Q2 |
| Cetera Investment Advisers | 316.2k | 0.57% | $9.6M | trimmed -29.3% | 2025 Q2 |
| LPL Financial LLC | 290.3k | 0.53% | $8.8M | added +11% | 2025 Q2 |
| Hudson Bay Capital | 252.2k | 0.46% | $7.6M | added +11.7% | 2025 Q2 |
| Janus Henderson | 246.0k | 0.45% | $7.4M | trimmed -40.3% | 2025 Q2 |
| Picton Mahoney Asset Management | 244.0k | 0.44% | $7.4M | added +30.2% | 2025 Q2 |
| BNY Mellon | 231.1k | 0.42% | $7.0M | added +33.6% | 2025 Q2 |
| Chilton Capital Management LLC | 224.2k | 0.41% | $6.8M | added +5.7% | 2025 Q2 |
| Bank OF America CORP /DE/ | 222.6k | 0.40% | $6.7M | added +53.4% | 2025 Q2 |
| Clearbridge Investments, LLC | 211.6k | 0.38% | $6.4M | added +15% | 2025 Q2 |
| Daiwa Securities Group INC. | 199.7k | 0.36% | $6.0M | trimmed -30.8% | 2025 Q2 |
| Legal & General Group PLC | 195.3k | 0.35% | $5.9M | added +553% | 2025 Q2 |
| SEI Investments CO | 188.1k | 0.34% | $5.7M | added +12.7% | 2025 Q2 |
| 1832 Asset Management L.p. | 187.7k | 0.34% | $5.7M | added +78.7% | 2025 Q3 |
| Kestra Advisory Services, LLC | 187.5k | 0.34% | $5.7M | added +2.6% | 2025 Q2 |
| CI Investments INC. | 184.9k | 0.33% | $5.6M | trimmed -9.9% | 2025 Q2 |
| Choreo, LLC | 178.7k | 0.32% | $5.4M | added +90.7% | 2025 Q4 |
| Polymer Capital Management (US) LLC | 171.1k | 0.31% | $5.2M | unchanged | 2025 Q2 |
| Ameriprise Financial INC | 159.7k | 0.29% | $4.8M | opened | 2026 Q1 |
| Peregrine Capital Management LLC | 158.0k | 0.28% | $4.8M | added +0.5% | 2025 Q2 |
| Centaurus Financial, INC. | 152.0k | 0.28% | $4.6M | trimmed -9.1% | 2025 Q3 |
| Prime Capital Investment Advisors, LLC | 146.1k | 0.26% | $4.4M | added +1.2% | 2025 Q4 |
| Brookfield CORP /ON/ | 134.6k | 0.24% | $4.1M | trimmed -57.8% | 2025 Q2 |
| Cambridge Investment Research Advisors, INC. | 133.4k | 0.24% | $4.0M | added +1.7% | 2025 Q2 |
| Commonwealth Equity Services, LLC | 130.3k | 0.23% | $3.9M | trimmed -3.9% | 2025 Q4 |
Largest 50 of 247 shown; the full ranked, searchable register is at boothcheck.com/holders/SMA. 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.