% of shares outstanding is not shown for CDC: 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 CDC in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 | 1.3M | 1.3M | 1.3M | 1.2M | 1.1M | 1.1M | $80M |
| RAYMOND JAMES FINANCIAL INC | 866K | 835K | 759K | 728K | 672K | 655K | $47M |
| BANK OF AMERICA CORP /DE/ | 573K | 572K | 578K | 587K | 578K | 588K | $42M |
| LPL Financial LLC | 679K | 617K | 600K | 576K | 539K | 520K | $37M |
| SILVER OAK SECURITIES, INCORPORATED | 512K | 513K | 499K | 499K | 485K | 467K | $33M |
| ATLANTIC FAMILY WEALTH, LLC | 40K | 371K | 375K | 384K | 385K | 381K | $27M |
| CWM, LLC | 296K | 298K | 319K | 327K | 305K | 304K | $22M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 615K | 517K | 508K | 472K | 445K | 284K | $20M |
| WELLS FARGO & COMPANY/MN | 243K | 240K | 239K | 226K | 224K | 232K | $17M |
| ROYAL BANK OF CANADA | 310K | 304K | 621K | 291K | 270K | 227K | $16M |
| Cambridge Investment Research Advisors, Inc. | 218K | 211K | 171K | 176K | 175K | 178K | $13M |
| Rockefeller Capital Management L.P. | 24K | 24K | 44K | 20K | 167K | 165K | $12M |
| COMMONWEALTH EQUITY SERVICES, LLC | 185K | 182K | 181K | 176K | 165K | 152K | $11M |
| GOLDMAN SACHS GROUP INC | 41K | 52K | 61K | 57K | 101K | 118K | $8M |
| Integrated Wealth Concepts LLC | 123K | 117K | 113K | 110K | 107K | 110K | $8M |
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 | |
|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +29,114 | $2M | ADD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +21,205 | $2M | OPEN |
| GOLDMAN SACHS GROUP INC | +16,751 | $1M | ADD |
| BANK OF AMERICA CORP /DE/ | +9,522 | $680,768 | — |
| WELLS FARGO & COMPANY/MN | +7,971 | $569,880 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | −160,787 | $11M | TRIM |
| ROYAL BANK OF CANADA | −43,295 | $3M | TRIM |
| NewEdge Advisors, LLC | −40,771 | $3M | TRIM |
| CITADEL ADVISORS LLC | −29,734 | $2M | TRIM |
| OSAIC HOLDINGS, INC. | −25,631 | $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 | 100 | 6,801,055 | — | $484M |
| 2025-Q4 | 98 | 7,143,134 | — | $471M |
| 2025-Q3 | 97 | 7,474,159 | — | $499M |
| 2025-Q2 | 97 | 7,978,531 | — | $508M |
| 2025-Q1 | 102 | 7,908,855 | — | $519M |
| 2024-Q4 | 98 | 7,668,387 | — | $480M |
| 2024-Q3 | 99 | 8,347,678 | — | $535M |
| 2024-Q2 | 100 | 9,820,624 | — | $575M |
| 2024-Q1 | 103 | 12,295,485 | — | $732M |
| 2023-Q4 | 118 | 13,079,544 | — | $726M |
| 2023-Q3 | 112 | 13,580,992 | — | $759M |
| 2023-Q2 | 132 | 18,573,077 | — | $1.1B |
| 2023-Q1 | 140 | 20,919,304 | — | $1.3B |
| 2022-Q4 | 149 | 21,710,092 | — | $1.3B |
| 2022-Q3 | 136 | 21,475,821 | — | $1.3B |
| 2022-Q2 | 128 | 18,225,424 | — | $1.2B |
| 2022-Q1 | 112 | 14,063,465 | — | $1.0B |
| 2021-Q4 | 93 | 8,994,186 | — | $626M |
| 2021-Q3 | 80 | 7,828,393 | — | $504M |
| 2021-Q2 | 71 | 7,849,029 | — | $507M |
| 2021-Q1 | 68 | 7,470,026 | — | $467M |
| 2020-Q4 | 71 | 7,036,292 | — | $382M |
| 2020-Q3 | 67 | 7,140,012 | — | $345M |
| 2020-Q2 | 62 | 7,012,227 | — | $333M |
| 2020-Q1 | 58 | 7,238,123 | — | $308M |
| 2019-Q4 | 61 | 8,039,681 | — | $400M |
| 2019-Q3 | 66 | 8,070,154 | — | $382M |
| 2019-Q2 | 70 | 8,668,631 | — | $401M |
| 2019-Q1 | 69 | 9,010,857 | — | $410M |
| 2018-Q4 | 67 | 11,937,171 | — | $505M |
| 2018-Q3 | 51 | 11,083,606 | — | $509M |
| 2018-Q2 | 45 | 10,008,618 | — | $442M |
| 2018-Q1 | 45 | 10,347,708 | — | $469M |
| 2017-Q4 | 37 | 7,609,097 | — | $354M |
| 2017-Q3 | 35 | 6,832,687 | — | $303M |
| 2017-Q2 | 34 | 6,068,523 | — | $263M |
| 2017-Q1 | 33 | 5,810,034 | — | $249M |
| 2016-Q4 | 29 | 3,997,129 | — | $165M |
| 2016-Q3 | 24 | 2,519,584 | — | $99M |
| 2016-Q2 | 25 | 1,606,255 | — | $62M |
| 2016-Q1 | 22 | 1,812,990 | — | $69M |
| 2015-Q4 | 19 | 1,494,284 | — | $54M |
| 2015-Q3 | 1 | 2,314 | — | $79,000 |
