% of shares outstanding is not shown for BHK: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for BHK in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 10,859,20610.9M | $99M | — | ADD 2% |
| 2 | MORGAN STANLEY | 2,735,4312.7M | $25M | — | ADD 7% |
| 3 | Karpus Management, Inc. | 1,879,5781.9M | $17M | — | — |
| 4 | UBS Group AG | 1,376,1341.4M | $13M | — | ADD 10% |
| 5 | LPL Financial LLC | 1,190,8941.2M | $11M | — | ADD 14% |
| 6 | GUGGENHEIM CAPITAL LLC | 1,128,9121.1M | $10M | — | TRIM -4% |
| 7 | WELLS FARGO & COMPANY/MN | 719,424719,424 | $7M | — | ADD 15% |
| 8 | Invesco Ltd. | 679,052679,052 | $6M | — | — |
| 9 | 1607 Capital Partners, LLC | 540,667540,667 | $5M | — | ADD 19% |
| 10 | RAYMOND JAMES FINANCIAL INC | 438,984438,984 | $4M | — | ADD 8% |
| 11 | Dynamic Advisor Solutions LLC | 433,567433,567 | $4M | — | ADD 13% |
| 12 | BANK OF AMERICA CORP /DE/ | 349,875349,875 | $3M | — | TRIM -16% |
| 13 | Allspring Global Investments Holdings, LLC | 349,001349,001 | $3M | — | ADD 145% |
| 14 | Private Advisor Group, LLC | 339,588339,588 | $3M | — | — |
| 15 | Rockefeller Capital Management L.P. | 324,216324,216 | $3M | — | ADD 47% |
| 16 | ABSOLUTE INVESTMENT ADVISERS, LLC | 316,951316,951 | $3M | — | — |
| 17 | OSAIC HOLDINGS, INC. | 305,131305,131 | $3M | — | ADD 53% |
| 18 | FIRST TRUST ADVISORS LP | 234,502234,502 | $2M | — | ADD 130% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 186,859186,859 | $2M | — | ADD 8% |
| 20 | STIFEL FINANCIAL CORP | 159,262159,262 | $1M | — | — |
| 21 | MELFA WEALTH MANAGEMENT, INC. | 122,729122,729 | $1M | — | — |
| 22 | ProVise Management Group, LLC | 116,046116,046 | $1M | — | — |
| 23 | PRIVATE TRUST CO NA | 114,919114,919 | $1M | — | TRIM -12% |
| 24 | Cambridge Investment Research Advisors, Inc. | 100,505100,505 | $921,000 | — | ADD 2% |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 99,62199,621 | $910,536 | — | TRIM -14% |
| 26 | IBEX WEALTH ADVISORS | 93,46493,464 | $856,121 | — | — |
| 27 | ECLECTIC ASSOCIATES INC /ADV | 87,06687,066 | $797,525 | — | ADD 64% |
| 28 | HUB Investment Partners, LLC | 84,07584,075 | $770,127 | — | — |
| 29 | WOLVERINE ASSET MANAGEMENT LLC | 79,38679,386 | $727,176 | — | TRIM -26% |
| 30 | Capital Investment Advisors, LLC | 78,18778,187 | $716,196 | — | TRIM -20% |
| 31 | Mesirow Financial Investment Management, Inc. | 74,21574,215 | $679,805 | — | TRIM -13% |
| 32 | ROYAL BANK OF CANADA | 70,71170,711 | $647,000 | — | TRIM -3% |
| 33 | Focus Partners Wealth | 70,11170,111 | $642,221 | — | — |
| 34 | Oder Investment Management, LLC | 67,32667,326 | $616,707 | — | — |
| 35 | Thrivent Financial for Lutherans | 66,43166,431 | $609,000 | — | ADD 24% |
| 36 | NWF Advisory Services Inc. | 65,15065,150 | $596,774 | — | — |
| 37 | RHS Financial, LLC | 62,07362,073 | $568,589 | — | ADD 309% |
| 38 | Sowell Financial Services LLC | 60,68160,681 | $555,842 | — | TRIM -2% |
| 39 | Cetera Investment Advisers | 59,10559,105 | $541,406 | — | ADD 10% |
| 40 | Rareview Capital LLC | 55,30855,308 | $537,594 | — | — |
| 41 | ENVESTNET ASSET MANAGEMENT INC | 58,09458,094 | $532,137 | — | ADD 37% |
| 42 | MML INVESTORS SERVICES, LLC | 53,47853,478 | $489,857 | — | ADD 20% |
| 43 | AMERIPRISE FINANCIAL INC | 51,03851,038 | $467,508 | — | ADD 8% |
| 44 | Beacon Pointe Advisors, LLC | 44,22544,225 | $405,097 | — | TRIM -75% |
| 45 | Accel Wealth Management | 40,07540,075 | $367,091 | — | TRIM -19% |
| 46 | FIFTH THIRD BANCORP | 39,45939,459 | $361,444 | — | ADD 1994% |
| 47 | JANE STREET GROUP, LLC | 37,84037,840 | $346,614 | — | ADD 204% |
| 48 | Hamrick Investment Counsel, llc | 35,27635,276 | $323,130 | — | NEW |
| 49 | Clarity Financial LLC | 34,50834,508 | $316,093 | — | TRIM -14% |
| 50 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 34,24634,246 | $313,693 | — | TRIM -78% |
| 51 | Intellus Advisors LLC | 32,90432,904 | $301,402 | — | — |
| 52 | Stratos Wealth Partners, LTD. | 31,99631,996 | $293,092 | — | TRIM -13% |
| 53 | Patten Group, Inc. | 29,08029,080 | $266,373 | — | TRIM -5% |
| 54 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27,81127,811 | $254,749 | — | TRIM -23% |
| 55 | Uncommon Cents Investing LLC | 27,48127,481 | $251,726 | — | ADD 76% |
| 56 | Morse Asset Management, Inc | 25,93725,937 | $237,583 | — | — |
| 57 | Ramiah Investment Group | 25,28025,280 | $231,560 | — | TRIM -3% |
| 58 | SCOTIA CAPITAL INC. | 25,15225,152 | $230,391 | — | ADD 5% |
| 59 | Shulman DeMeo Asset Management LLC | 22,61922,619 | $207,189 | — | NEW |
| 60 | Waverly Advisors, LLC | 22,01222,012 | $201,630 | — | TRIM -2% |
| 61 | Kovack Advisors, Inc. | 21,26021,260 | $194,529 | — | ADD 3% |
| 62 | B. Riley Wealth Advisors, Inc. | 21,54521,545 | $193,690 | — | — |
| 63 | Integrity Wealth Partners, LLC | 21,04821,048 | $192,800 | — | NEW |
| 64 | Valley Financial Group, Inc. | 20,57220,572 | $188,440 | — | — |
| 65 | Clear Creek Financial Management, LLC | 20,05420,054 | $183,695 | — | — |
| 66 | Virtu Financial LLC | 19,51319,513 | $179,000 | — | ADD 82% |
| 67 | CARY STREET PARTNERS FINANCIAL LLC | 19,17619,176 | $175,655 | — | TRIM -5% |
| 68 | XTX Topco Ltd | 19,11319,113 | $175,075 | — | — |
| 69 | Equitable Holdings, Inc. | 16,96216,962 | $162,666 | — | ADD 20% |
| 70 | Steward Partners Investment Advisory, LLC | 16,01716,017 | $146,716 | — | — |
| 71 | Allworth Financial LP | 14,88914,889 | $136,384 | — | NEW |
| 72 | Integrity Advisory Solutions, LLC | 13,44313,443 | $123,138 | — | ADD 17% |
| 73 | HighTower Advisors, LLC | 13,37713,377 | $122,529 | — | TRIM -5% |
| 74 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12,68212,682 | $116,040 | — | NEW |
| 75 | Westbourne Investment Advisors, Inc. | 11,00011,000 | $100,760 | — | NEW |
| 76 | First Citizens Financial Corp | 10,31010,310 | $94,440 | — | — |
| 77 | Fiera Capital Corp | 10,16510,165 | $93,111 | — | TRIM -58% |
| 78 | Gerber Kawasaki Wealth & Investment Management | 10,00510,005 | $91,648 | — | NEW |
| 79 | NOMURA HOLDINGS INC | 10,00010,000 | $91,600 | — | TRIM -32% |
| 80 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 6,7756,775 | $61,856 | — | — |
| 81 | NBC SECURITIES, INC. | 6,2806,280 | $57,524 | — | ADD 19% |
| 82 | PNC FINANCIAL SERVICES GROUP, INC. | 5,4885,488 | $50,270 | — | ADD 121% |
| 83 | MAI Capital Management | 4,7024,702 | $43,071 | — | — |
| 84 | Axiom Investment Management LLC | 3,8263,826 | $35,047 | — | NEW |
| 85 | CREATIVE FINANCIAL DESIGNS INC /ADV | 3,7513,751 | $34,359 | — | — |
| 86 | Farther Finance Advisors, LLC | 3,6993,699 | $33,845 | — | ADD 2% |
| 87 | NBT BANK N A /NY | 2,7242,724 | $24,952 | — | — |
| 88 | Colonial Trust Co / SC | 2,5382,538 | $22,817 | — | NEW |
| 89 | West Branch Capital LLC | 2,2612,261 | $20,715 | — | ADD 32% |
| 90 | HARBOUR INVESTMENTS, INC. | 1,8601,860 | $17,044 | — | — |
| 91 | Atlantic Union Bankshares Corp | 1,6001,600 | $14,656 | — | TRIM -4% |
| 92 | GS Investments, Inc. | 1,3501,350 | $12,366 | — | — |
| 93 | Geneos Wealth Management Inc. | 1,0941,094 | $10,021 | — | — |
| 94 | AMERIFLEX GROUP, INC. | 1,0001,000 | $9,160 | — | — |
| 95 | JNBA Financial Advisors | 780780 | $7,145 | — | — |
| 96 | Quarry LP | 744744 | $6,815 | — | — |
| 97 | CWM, LLC | 735735 | $6,737 | — | ADD 2% |
| 98 | JPMORGAN CHASE & CO | 600600 | $5,394 | — | ADD 20% |
| 99 | Anchor Investment Management, LLC | 500500 | $4,580 | — | — |
| 100 | HIGHLINE WEALTH PARTNERS LLC | 500500 | $4,580 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | — | — | 10.1M | 10.8M | 10.6M | 10.9M | $99M |
| MORGAN STANLEY | 2.3M | 2.3M | 2.2M | 2.2M | 2.5M | 2.7M | $25M |
| Karpus Management, Inc. | — | — | 2.0M | 1.9M | 1.9M | 1.9M | $17M |
| UBS Group AG | 1.1M | 1.3M | 1.3M | 1.4M | 1.3M | 1.4M | $13M |
| LPL Financial LLC | 1.2M | 1.3M | 1.3M | 1.0M | 1.0M | 1.2M | $11M |
| GUGGENHEIM CAPITAL LLC | 725K | 855K | 948K | 1.1M | 1.2M | 1.1M | $10M |
| WELLS FARGO & COMPANY/MN | 396K | 488K | 570K | 659K | 623K | 719K | $7M |
| Invesco Ltd. | 384K | 385K | 473K | 889K | 685K | 679K | $6M |
| 1607 Capital Partners, LLC | — | — | — | — | 454K | 541K | $5M |
| RAYMOND JAMES FINANCIAL INC | 612K | 580K | 526K | 462K | 405K | 439K | $4M |
| Dynamic Advisor Solutions LLC | 304K | 312K | 355K | 368K | 382K | 434K | $4M |
| BANK OF AMERICA CORP /DE/ | 382K | 407K | 380K | 411K | 418K | 350K | $3M |
| Allspring Global Investments Holdings, LLC | — | — | — | — | 142K | 349K | $3M |
| Private Advisor Group, LLC | 251K | 290K | 404K | 402K | 335K | 340K | $3M |
| Rockefeller Capital Management L.P. | 240K | 240K | 927K | 374K | 220K | 324K | $3M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | +221,633 | $2M | ADD |
| Allspring Global Investments Holdings, LLC | +206,557 | $2M | ADD |
| MORGAN STANLEY | +186,688 | $2M | ADD |
| LPL Financial LLC | +147,702 | $1M | ADD |
| FIRST TRUST ADVISORS LP | +132,527 | $1M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | −498,111 | $5M | CLOSE |
| StoneX Group Inc. | −175,000 | $2M | CLOSE |
| Beacon Pointe Advisors, LLC | −131,035 | $1M | TRIM |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | −122,241 | $1M | TRIM |
| READYSTATE ASSET MANAGEMENT LP | −100,390 | $919,572 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 104 | 27,228,233 | — | $249M |
| 2025-Q4 | 117 | 27,110,087 | — | $260M |
| 2025-Q3 | 107 | 27,614,966 | — | $274M |
| 2025-Q2 | 111 | 28,261,010 | — | $268M |
| 2025-Q1 | 94 | 11,863,659 | — | $129M |
| 2024-Q4 | 93 | 11,113,865 | — | $116M |
| 2024-Q3 | 91 | 11,748,480 | — | $158M |
| 2024-Q2 | 95 | 11,403,199 | — | $121M |
| 2024-Q1 | 101 | 17,489,825 | — | $189M |
| 2023-Q4 | 105 | 15,775,829 | — | $170M |
| 2023-Q3 | 96 | 14,423,727 | — | $143M |
| 2023-Q2 | 96 | 14,338,779 | — | $153M |
| 2023-Q1 | 98 | 13,882,163 | — | $150M |
| 2022-Q4 | 104 | 14,995,411 | — | $154M |
| 2022-Q3 | 105 | 14,664,581 | — | $147M |
| 2022-Q2 | 107 | 14,682,134 | — | $164M |
| 2022-Q1 | 109 | 12,811,825 | — | $167M |
| 2021-Q4 | 116 | 12,387,766 | — | $204M |
| 2021-Q3 | 107 | 12,714,795 | — | $210M |
| 2021-Q2 | 111 | 12,918,124 | — | $213M |
| 2021-Q1 | 112 | 13,346,288 | — | $209M |
| 2020-Q4 | 110 | 12,993,219 | — | $212M |
| 2020-Q3 | 102 | 12,724,943 | — | $199M |
| 2020-Q2 | 102 | 15,185,679 | — | $233M |
| 2020-Q1 | 100 | 15,379,751 | — | $203M |
| 2019-Q4 | 99 | 16,651,871 | — | $243M |
| 2019-Q3 | 98 | 18,164,622 | — | $262M |
| 2019-Q2 | 90 | 18,369,652 | — | $258M |
| 2019-Q1 | 88 | 18,476,721 | — | $249M |
| 2018-Q4 | 96 | 18,860,141 | — | $230M |
| 2018-Q3 | 91 | 17,767,591 | — | $229M |
| 2018-Q2 | 92 | 17,298,416 | — | $221M |
| 2018-Q1 | 94 | 16,673,850 | — | $218M |
| 2017-Q4 | 88 | 15,911,012 | — | $223M |
| 2017-Q3 | 85 | 17,458,921 | — | $245M |
| 2017-Q2 | 79 | 16,618,498 | — | $231M |
| 2017-Q1 | 80 | 17,787,721 | — | $237M |
| 2016-Q4 | 87 | 17,578,370 | — | $229M |
| 2016-Q3 | 87 | 15,839,051 | — | $225M |
| 2016-Q2 | 78 | 15,943,974 | — | $223M |
| 2016-Q1 | 80 | 17,755,230 | — | $238M |
| 2015-Q4 | 72 | 17,774,073 | — | $225M |
| 2015-Q3 | 65 | 17,005,220 | — | $220M |
| 2015-Q2 | 73 | 16,355,703 | — | $207M |
| 2015-Q1 | 70 | 15,150,723 | — | $209M |
| 2014-Q4 | 76 | 14,738,969 | — | $195M |
| 2014-Q3 | 53 | 5,334,877 | — | $71M |
| 2014-Q2 | 51 | 4,976,256 | — | $69M |
| 2014-Q1 | 49 | 4,547,506 | — | $61M |
| 2013-Q4 | 47 | 4,460,885 | — | $58M |
| 2013-Q3 | 46 | 3,626,616 | — | $47M |
| 2013-Q2 | 48 | 3,056,459 | — | $40M |
| 2013-Q1 | 4 | 61,859 | — | $912,000 |
