| 3.9M |
| $1.33B |
| -13.0% |
| 3.370% |
| 0.07% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 3.2M | $1.16B | +1.0% | 2.772% | 0.02% |
| 5 | FRANKLIN RESOURCES INC | 2.8M | $1.01B | +5.1% | 2.416% | 0.22% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.7M | $1.00B | +8.1% | 2.391% | 0.08% |
| 7 | CIBC WORLD MARKET INC. | 2.1M | $757.8M | -2.5% | 1.809% | 1.22% |
| 8 | D. E. Shaw & Co., Inc. | 2.0M | $742.0M | +75.4% | 1.769% | 0.35% |
| 9 | Connor, Clark & Lunn Investment Management Ltd. | 1.8M | $674.2M | +10.6% | 1.605% | 1.28% |
| 10 | Value Aligned Research Advisors, LLC | 1.7M | $634.9M | +15.6% | 1.513% | 1.58% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.5M | $554.9M | -30.6% | 1.323% | 0.25% |
| 12 | BANK OF MONTREAL /CAN/ | 1.5M | $554.5M | +6.4% | 1.324% | 0.18% |
| 13 | NORGES BANK | 1.5M | $544.8M | — | 1.300% | 0.05% |
| 14 | Whale Rock Capital Management LLC | 1.5M | $538.6M | -2.8% | 1.284% | 4.32% |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $531.1M | +12.6% | 1.212% | 0.03% |
| 16 | CITADEL ADVISORS LLC | 1.4M | $516.4M | +66.4% | 1.231% | 0.03% |
| 17 | MORGAN STANLEY | 1.4M | $508.3M | +2.8% | 1.212% | 0.03% |
| 18 | ROYAL BANK OF CANADA | 1.4M | $503.2M | +7.5% | 1.200% | 0.07% |
| 19 | VOYA INVESTMENT MANAGEMENT LLC | 1.3M | $472.0M | -4.1% | 1.125% | 0.41% |
| 20 | BANK OF AMERICA CORP /DE/ | 1.2M | $444.9M | +9.2% | 1.061% | 0.03% |
| 21 | Polar Capital Holdings Plc | 1.1M | $418.3M | +7.7% | 0.997% | 0.99% |
| 22 | MACKENZIE FINANCIAL CORP | 759K | $392.6M | +40.9% | 0.660% | 0.39% |
| 23 | GOLDMAN SACHS GROUP INC | 1.1M | $385.1M | +65.8% | 0.918% | 0.03% |
| 24 | VANGUARD FIDUCIARY TRUST CO | 1.0M | $369.8M | +0.6% | 0.882% | 0.08% |
| 25 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 966K | $351.7M | +0.7% | 0.840% | 0.14% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CLS — a direct measure of their conviction.
| 69.89% |
| 1.12 pp |
| $6.27B |
| 12% |
| Q4 2024 | 420 | +26% | 71.01% | +1.10 pp | $7.16B | +85% |
| Q3 2024 | 333 | — | 69.91% | — | $3.86B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
164 institutions opened new positions in CLS during Q2 2026, while 66 fully exited. 567 added to existing positions and 118 trimmed.
CLS institutional ownership rose by 3.41 percentage points quarter-over-quarter, with a net change of +103 holders.
The top 10 institutions account for 38.6% of all reported 13F value in CLS, and the top 25 account for 61.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.