TER institutional holders

Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.

1,190 institutional managers reported holding TER for the quarter ended Mar 31, 2026. Together they hold about 91% of shares outstanding; the top 10 hold 42%. 278 opened new positions; 107 closed out. Complete ranked register from SEC 13F filings.

Largest holders

managershares% outvalue (Mar 31, 2026 close)changeheld since
Vanguard Group20.38M12.93%$6.04Bunchanged≤2013
BlackRock16.31M10.34%$4.83Badded +5.9%≤2013
State Street6.97M4.42%$2.07Btrimmed -1.5%≤2013
Geode Capital4.37M2.77%$1.29Badded +4.9%≤2013
FMR (Fidelity)3.61M2.29%$1.07Badded +47.6%2017 Q2
UBS3.08M1.95%$911.6Madded +6.6%≤2013
Ameriprise Financial INC2.84M1.80%$843.0Mtrimmed -36.7%≤2013
Alkeon Capital Management LLC2.79M1.77%$826.8Madded +14.7%≤2013
Invesco2.52M1.60%$747.1Mtrimmed -14.6%≤2013
VAN ECK Associates CORP2.48M1.58%$736.4Madded +9%≤2013
Point722.28M1.45%$677.2Mtrimmed -18.9%2023 Q2
AQR Capital2.18M1.39%$647.1Madded +70.2%≤2013
Morgan Stanley2.17M1.38%$643.8Mtrimmed -11.1%≤2013
T. Rowe Price2.12M1.34%$628.0Mtrimmed -49.6%≤2013
Lone Pine Capital (focused)1.87M1.19%$555.1Mopened2026 Q1
Sumitomo Mitsui Trust Group, INC.1.70M1.08%$505.0Mtrimmed -24.4%2018 Q2
Goldman Sachs1.69M1.07%$501.9Mtrimmed -7.5%≤2013
BNP Paribas Financial Markets1.57M1.00%$466.8Madded +52.2%2013 Q3
Northern Trust1.57M1.00%$466.8Mtrimmed -2.2%≤2013
Assenagon Asset Management S.a.1.46M0.92%$431.3Madded +59.9%2022 Q2
Federated Hermes, INC.1.41M0.89%$417.8Mtrimmed -9.2%≤2013
Amundi1.40M0.89%$414.6Madded +135.7%2017 Q4
Barclays PLC1.39M0.88%$411.0Mtrimmed -12.3%≤2013
ARK Investment Management1.25M0.79%$369.1Mtrimmed -47.2%2016 Q4
Pacer Advisors, INC.1.17M0.74%$345.5Madded +11.7%2016 Q2
Citigroup INC1.14M0.73%$339.3Madded +32.9%≤2013
Allspring Global Investments Holdings, LLC1.11M0.71%$329.8Mtrimmed -66.3%2021 Q4
Legal & General Group PLC1.09M0.69%$324.3Mtrimmed -5.9%≤2013
Rafferty Asset Management, LLC1.09M0.69%$323.1Mtrimmed -23.1%2017 Q1
Bank OF America CORP /DE/1.09M0.69%$321.9Mtrimmed -34.2%≤2013
Charles Schwab Investment Management1.02M0.65%$302.6Madded +0.9%≤2013
Neuberger Berman Group LLC971.5k0.62%$288.0Madded +332.9%2019 Q4
Qube Research & Technologies LTD925.8k0.59%$274.4Madded +369%2025 Q1
BNY Mellon885.3k0.56%$262.4Madded +0.6%≤2013
Acadian Asset Management872.4k0.55%$258.6Madded +118.6%2025 Q1
D. E. Shaw866.7k0.55%$256.9Madded +424.8%2014 Q4
Deutsche Bank AG\851.6k0.54%$252.4Madded +127.1%≤2013
Two Sigma839.4k0.53%$248.8Madded +80.6%2016 Q4
Lazard Asset Management LLC831.0k0.53%$246.3Madded +2.3%2018 Q1
Pictet Asset Management Holding SA800.5k0.51%$237.3Mtrimmed -55.1%2015 Q4
Dimensional Fund Advisors720.7k0.46%$213.6Mtrimmed -16%≤2013
Millennium Management652.1k0.41%$193.3Madded +49.6%2016 Q4
DekaBank Deutsche Girozentrale650.8k0.41%$192.9Munchanged2016 Q1
Raymond James Financial INC645.1k0.41%$191.2Mtrimmed -9.2%2015 Q3
AllianceBernstein566.9k0.36%$168.0Mtrimmed -24.5%≤2013
Amova Asset Management Americas, INC.555.6k0.35%$164.7Mtrimmed -49.5%2018 Q1
WT Asset Management LTD (focused)553.2k0.35%$164.0Madded +111.2%2025 Q3
American Century Companies INC550.7k0.35%$163.2Mtrimmed -25.3%≤2013
PRIMECAP Management550.6k0.35%$163.2Mtrimmed -23.2%2015 Q3
Aspex Management (HK) LTD (focused)506.1k0.32%$150.0Mtrimmed -51%2025 Q4

Largest 50 of 1,190 shown; the full ranked, searchable register is at boothcheck.com/holders/TER. 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.

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