% of shares outstanding is not shown for BLOK: 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 BLOK 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 | MORGAN STANLEY | 1,563,9891.6M | $78M | — | — |
| 2 | LPL Financial LLC | 765,855765,855 | $38M | — | TRIM -25% |
| 3 | Gradient Investments LLC | 518,649518,649 | $26M | — | ADD 6% |
| 4 | WELLS FARGO & COMPANY/MN | 478,453478,453 | $24M | — | ADD 10% |
| 5 | HighTower Advisors, LLC | 169,775169,775 | $8M | — | TRIM -5% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 157,284157,284 | $8M | — | ADD 13% |
| 7 | Cetera Investment Advisers | 148,255148,255 | $7M | — | TRIM -3% |
| 8 | THRYVE WEALTH MANAGEMENT LLC | 135,216135,216 | $7M | — | — |
| 9 | ROYAL BANK OF CANADA | 132,873132,873 | $7M | — | ADD 9% |
| 10 | Carter Financial Group, INC. | 128,804128,804 | $6M | — | — |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 121,241121,241 | $6M | — | ADD 105% |
| 12 | OPPENHEIMER & CO INC | 101,835101,835 | $5M | — | NEW |
| 13 | Janney Montgomery Scott LLC | 96,38496,384 | $5M | — | ADD 4% |
| 14 | Columbus Macro, LLC | 95,37995,379 | $5M | — | ADD 2% |
| 15 | GERBER, LLC | 89,74589,745 | $4M | — | — |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 83,36883,368 | $4M | — | ADD 4% |
| 17 | Mattson Financial Services, LLC | 80,08680,086 | $4M | — | ADD 4% |
| 18 | NWAM LLC | 78,59978,599 | $4M | — | — |
| 19 | LEAVELL INVESTMENT MANAGEMENT, INC. | 75,95075,950 | $4M | — | TRIM -10% |
| 20 | MML INVESTORS SERVICES, LLC | 67,88667,886 | $3M | — | TRIM -19% |
| 21 | Cambridge Investment Research Advisors, Inc. | 67,14267,142 | $3M | — | TRIM -4% |
| 22 | &PARTNERS | 64,49364,493 | $3M | — | ADD 45% |
| 23 | Qube Research & Technologies Ltd | 60,63660,636 | $3M | — | ADD 51% |
| 24 | Financial Engines Advisors L.L.C. | 54,34954,349 | $3M | — | — |
| 25 | Baird Financial Group, Inc. | 53,77553,775 | $3M | — | ADD 225% |
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 53,11153,111 | $3M | — | ADD 145% |
| 27 | WMG Financial Advisors, LLC | 50,74550,745 | $3M | — | ADD 8% |
| 28 | Eagle Strategies LLC | 47,75347,753 | $2M | — | TRIM -38% |
| 29 | SEI INVESTMENTS CO | 47,28147,281 | $2M | — | — |
| 30 | D. E. Shaw & Co., Inc. | 47,17547,175 | $2M | — | TRIM -39% |
| 31 | Merit Financial Group, LLC | 45,14145,141 | $2M | — | TRIM -3% |
| 32 | HRT FINANCIAL LP | 44,77944,779 | $2M | — | ADD 551% |
| 33 | GTS SECURITIES LLC | 43,85843,858 | $2M | — | NEW |
| 34 | IFP Advisors, Inc | 42,31242,312 | $2M | — | ADD 54% |
| 35 | JANE STREET GROUP, LLC | 41,18241,182 | $2M | — | ADD 56% |
| 36 | FLOW TRADERS U.S. LLC | 40,33640,336 | $2M | — | NEW |
| 37 | CX Institutional | 39,31139,311 | $2M | — | ADD 19% |
| 38 | STIFEL FINANCIAL CORP | 35,97135,971 | $2M | — | TRIM -47% |
| 39 | Wealthfront Advisers LLC | 32,16332,163 | $2M | — | TRIM -36% |
| 40 | Quattro Advisors LLC | 31,60031,600 | $2M | — | — |
| 41 | Strategic Wealth Investment Group, LLC | 29,68229,682 | $1M | — | — |
| 42 | B & T Capital Management DBA Alpha Capital Management | 29,11629,116 | $1M | — | ADD 164% |
| 43 | RAYMOND JAMES FINANCIAL INC | 28,70528,705 | $1M | — | ADD 3% |
| 44 | Moran Wealth Management, LLC | 27,50927,509 | $1M | — | ADD 61% |
| 45 | Vise Technologies, Inc. | 23,96323,963 | $1M | — | — |
| 46 | NTV Asset Management LLC | 25,50125,501 | $1M | — | — |
| 47 | Western Wealth Management, LLC | 25,29825,298 | $1M | — | — |
| 48 | Sovran Advisors, LLC | 21,07821,078 | $1M | — | TRIM -14% |
| 49 | Brookstone Capital Management | 24,80824,808 | $1M | — | TRIM -35% |
| 50 | CWM, LLC | 23,84623,846 | $1M | — | TRIM -6% |
| 51 | Rockefeller Capital Management L.P. | 23,71023,710 | $1M | — | ADD 148% |
| 52 | U.S. Capital Wealth Advisors, LLC | 23,57923,579 | $1M | — | ADD 31% |
| 53 | Orion Porfolio Solutions, LLC | 22,54822,548 | $1M | — | TRIM -69% |
| 54 | Kaizen Financial Strategies | 19,13019,130 | $1M | — | — |
| 55 | Bank of New York Mellon Corp | 22,42722,427 | $1M | — | TRIM -3% |
| 56 | Kestra Advisory Services, LLC | 22,24522,245 | $1M | — | ADD 7% |
| 57 | Dynamic Advisor Solutions LLC | 19,33919,339 | $963,273 | — | — |
| 58 | Mariner, LLC | 19,16619,166 | $954,667 | — | TRIM -15% |
| 59 | Foundations Investment Advisors, LLC | 17,99817,998 | $896,501 | — | TRIM -67% |
| 60 | Traction Financial Partners, LLC | 17,24617,246 | $859,023 | — | ADD 7% |
| 61 | VestGen Advisors, LLC | 12,76012,760 | $816,927 | — | TRIM -3% |
| 62 | Steward Partners Investment Advisory, LLC | 16,21816,218 | $807,819 | — | TRIM -16% |
| 63 | Kingsview Wealth Management, LLC | 16,20216,202 | $807,029 | — | TRIM -3% |
| 64 | MATAURO, LLC | 16,08516,085 | $801,175 | — | TRIM -6% |
| 65 | StoneX Group Inc. | 16,03816,038 | $798,838 | — | ADD 6% |
| 66 | Summit Financial, LLC | 15,85215,852 | $789,607 | — | NEW |
| 67 | UBS Group AG | 15,44815,448 | $769,465 | — | TRIM -17% |
| 68 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15,02015,020 | $755,077 | — | TRIM -51% |
| 69 | Stelac Advisory Services LLC | 14,98914,989 | $746,602 | — | ADD 94% |
| 70 | Cedrus Wealth Group LLC | 14,44814,448 | $719,655 | — | ADD 10% |
| 71 | LRI Investments, LLC | 14,28314,283 | $711,436 | — | NEW |
| 72 | Bison Wealth, LLC | 11,04911,049 | $709,566 | — | — |
| 73 | WealthPlan Investment Management, LLC | 14,13214,132 | $703,915 | — | NEW |
| 74 | Creative Planning | 14,05714,057 | $700,174 | — | — |
| 75 | Stratos Wealth Partners, LTD. | 13,82713,827 | $688,771 | — | ADD 4% |
| 76 | Private Advisor Group, LLC | 13,65413,654 | $680,128 | — | TRIM -52% |
| 77 | Independent Advisor Alliance | 12,69012,690 | $632,088 | — | NEW |
| 78 | Arax Advisory Partners | 12,09312,093 | $602,350 | — | TRIM -17% |
| 79 | Visionary Wealth Advisors | 11,65511,655 | $580,517 | — | ADD 8% |
| 80 | DIVERSIFY WEALTH MANAGEMENT, LLC | 9,7769,776 | $563,907 | — | NEW |
| 81 | FSA Investment Group, LLC | 11,24111,241 | $559,914 | — | NEW |
| 82 | Envestnet Portfolio Solutions, Inc. | 11,09211,092 | $552,486 | — | ADD 9% |
| 83 | ROMAN BUTLER FULLERTON & CO | 10,06410,064 | $538,705 | — | TRIM -6% |
| 84 | Banco Santander, S.A. | 10,81010,810 | $538,446 | — | ADD 38% |
| 85 | ARBOR CAPITAL MANAGEMENT INC /ADV | 8,9158,915 | $504,162 | — | TRIM -4% |
| 86 | Freedom Financial Partners LLC | 9,9709,970 | $496,588 | — | ADD 2% |
| 87 | Avior Wealth Management, LLC | 8,7668,766 | $436,630 | — | ADD 42% |
| 88 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8,5758,575 | $427,146 | — | TRIM -2% |
| 89 | New England Private Wealth Advisors LLC | 8,5528,552 | $425,952 | — | — |
| 90 | Paladin Wealth, LLC | 8,4718,471 | $421,941 | — | ADD 36% |
| 91 | KESTRA PRIVATE WEALTH SERVICES, LLC | 8,4038,403 | $418,531 | — | ADD 9% |
| 92 | CREATIVE FINANCIAL DESIGNS INC /ADV | 8,0858,085 | $402,714 | — | — |
| 93 | Integrated Wealth Concepts LLC | 8,0178,017 | $399,334 | — | NEW |
| 94 | Focus Partners Wealth | 7,8967,896 | $393,321 | — | — |
| 95 | PCG Wealth Advisors, LLC | 7,8717,871 | $392,055 | — | TRIM -12% |
| 96 | Allworth Financial LP | 7,5767,576 | $377,344 | — | — |
| 97 | ARQ WEALTH ADVISORS, LLC | 7,2637,263 | $361,771 | — | NEW |
| 98 | JAMES INVESTMENT RESEARCH, INC. | 6,9136,913 | $344,337 | — | TRIM -46% |
| 99 | Emerald Advisors, LLC | 6,8346,834 | $340,402 | — | ADD 2% |
| 100 | MAI Capital Management | 6,7506,750 | $336,229 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 958K | 1.1M | 1.2M | 1.4M | 1.6M | 1.6M | $78M |
| LPL Financial LLC | 753K | 483K | 681K | 975K | 1.0M | 766K | $38M |
| Gradient Investments LLC | 269K | 296K | 345K | 427K | 490K | 519K | $26M |
| WELLS FARGO & COMPANY/MN | 305K | 369K | 357K | 477K | 434K | 478K | $24M |
| HighTower Advisors, LLC | 130K | 125K | 133K | 152K | 179K | 170K | $8M |
| ENVESTNET ASSET MANAGEMENT INC | 134K | 137K | 132K | 150K | 140K | 157K | $8M |
| Cetera Investment Advisers | 159K | 157K | 144K | 145K | 154K | 148K | $7M |
| THRYVE WEALTH MANAGEMENT LLC | — | — | — | — | 134K | 135K | $7M |
| ROYAL BANK OF CANADA | 167K | 208K | 161K | 120K | 122K | 133K | $7M |
| Carter Financial Group, INC. | — | — | 134K | 127K | 130K | 129K | $6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 48K | 25K | 5K | 25K | 59K | 121K | $6M |
| OPPENHEIMER & CO INC | 18K | 31K | 97K | 98K | — | 102K | $5M |
| Janney Montgomery Scott LLC | 56K | 83K | 83K | 89K | 93K | 96K | $5M |
| Columbus Macro, LLC | 65K | 83K | 89K | 87K | 93K | 95K | $5M |
| GERBER, LLC | 101K | 101K | 100K | 90K | 90K | 90K | $4M |
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 | |
|---|---|---|---|
| OPPENHEIMER & CO INC | +101,835 | $5M | OPEN |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +61,984 | $3M | ADD |
| WELLS FARGO & COMPANY/MN | +44,724 | $2M | ADD |
| GTS SECURITIES LLC | +43,858 | $2M | OPEN |
| FLOW TRADERS U.S. LLC | +40,336 | $2M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| LPL Financial LLC | −248,607 | $12M | TRIM |
| Riggs Asset Managment Co. Inc. | −78,627 | $4M | CLOSE |
| Oasis Advisors, LLC | −61,657 | $3M | CLOSE |
| Orion Porfolio Solutions, LLC | −50,711 | $3M | TRIM |
| PW ADVISORS, LLC \ FL | −45,504 | $2M | TRIM |
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 | 248 | 7,213,591 | — | $361M |
| 2025-Q4 | 251 | 7,445,113 | — | $425M |
| 2025-Q3 | 252 | 7,995,702 | — | $536M |
| 2025-Q2 | 216 | 6,617,443 | — | $378M |
| 2025-Q1 | 184 | 5,688,838 | — | $210M |
| 2024-Q4 | 197 | 6,183,868 | — | $267M |
| 2024-Q3 | 182 | 10,554,831 | — | $624M |
| 2024-Q2 | 195 | 5,625,823 | — | $199M |
| 2024-Q1 | 185 | 6,486,921 | — | $235M |
| 2023-Q4 | 195 | 20,771,147 | — | $618M |
| 2023-Q3 | 162 | 5,249,072 | — | $105M |
| 2023-Q2 | 178 | 5,452,371 | — | $124M |
| 2023-Q1 | 170 | 4,955,030 | — | $97M |
| 2022-Q4 | 186 | 5,480,838 | — | $83M |
| 2022-Q3 | 197 | 7,043,788 | — | $127M |
| 2022-Q2 | 217 | 7,480,218 | — | $136M |
| 2022-Q1 | 254 | 8,237,089 | — | $281M |
| 2021-Q4 | 263 | 7,242,711 | — | $291M |
| 2021-Q3 | 222 | 5,345,203 | — | $239M |
| 2021-Q2 | 210 | 4,845,018 | — | $230M |
| 2021-Q1 | 182 | 4,777,599 | — | $267M |
| 2020-Q4 | 83 | 3,569,303 | — | $125M |
| 2020-Q3 | 53 | 552,320 | — | $14M |
| 2020-Q2 | 46 | 564,690 | — | $12M |
| 2020-Q1 | 49 | 558,989 | — | $9M |
| 2019-Q4 | 51 | 631,787 | — | $12M |
| 2019-Q3 | 51 | 602,901 | — | $11M |
| 2019-Q2 | 51 | 614,225 | — | $11M |
| 2019-Q1 | 54 | 686,531 | — | $12M |
| 2018-Q4 | 56 | 836,951 | — | $12M |
| 2018-Q3 | 56 | 1,098,811 | — | $22M |
| 2018-Q2 | 64 | 946,179 | — | $18M |
| 2018-Q1 | 48 | 1,042,835 | — | $20M |
| 2017-Q3 | 1 | 50 | — | $1,000 |
| 2016-Q1 | 1 | 1,381 | — | $23,000 |
