% of shares outstanding is not shown for DIV: 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 DIV 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 | FUKOKU MUTUAL LIFE INSURANCE Co | 1,873,0001.9M | $35M | — | — |
| 2 | LPL Financial LLC | 941,539941,539 | $18M | — | ADD 5% |
| 3 | Global X Japan Co., Ltd. | 743,267743,267 | $14M | — | NEW |
| 4 | WELLS FARGO & COMPANY/MN | 674,466674,466 | $13M | — | ADD 9% |
| 5 | Keeler Thomas Management LLC | 604,687604,687 | $11M | — | NEW |
| 6 | MORGAN STANLEY | 574,872574,872 | $11M | — | TRIM -8% |
| 7 | BANK OF AMERICA CORP /DE/ | 412,373412,373 | $8M | — | ADD 8% |
| 8 | TWO SIGMA INVESTMENTS, LP | 384,800384,800 | $7M | — | ADD 46% |
| 9 | Wealthfront Advisers LLC | 332,114332,114 | $6M | — | TRIM -2% |
| 10 | GOLDMAN SACHS GROUP INC | 308,305308,305 | $6M | — | TRIM -3% |
| 11 | ROYAL BANK OF CANADA | 203,814203,814 | $4M | — | TRIM -6% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 178,296178,296 | $3M | — | ADD 6% |
| 13 | SMART Wealth LLC | 177,222177,222 | $3M | — | TRIM -7% |
| 14 | IHT Wealth Management, LLC | 162,265162,265 | $3M | — | ADD 87% |
| 15 | Cambridge Investment Research Advisors, Inc. | 160,715160,715 | $3M | — | ADD 56% |
| 16 | Cetera Investment Advisers | 128,054128,054 | $2M | — | TRIM -9% |
| 17 | Sherry Group, Inc. | 113,901113,901 | $2M | — | ADD 6% |
| 18 | AE Wealth Management LLC | 107,791107,791 | $2M | — | TRIM -91% |
| 19 | JONES FINANCIAL COMPANIES LLLP | 98,00198,001 | $2M | — | ADD 28% |
| 20 | Private Advisor Group, LLC | 89,83089,830 | $2M | — | ADD 427% |
| 21 | Mirae Asset Global Investments Co., Ltd. | 74,00074,000 | $1M | — | TRIM -24% |
| 22 | RAYMOND JAMES FINANCIAL INC | 67,29767,297 | $1M | — | ADD 9% |
| 23 | Stratos Wealth Partners, LTD. | 63,87063,870 | $1M | — | — |
| 24 | JPMORGAN CHASE & CO | 63,68963,689 | $1M | — | ADD 47% |
| 25 | Steward Partners Investment Advisory, LLC | 58,32558,325 | $1M | — | ADD 4% |
| 26 | OSAIC HOLDINGS, INC. | 57,11557,115 | $1M | — | TRIM -47% |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 53,83953,839 | $1M | — | TRIM -26% |
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 51,44051,440 | $972,208 | — | — |
| 29 | CITADEL ADVISORS LLC | 48,86648,866 | $923,567 | — | NEW |
| 30 | SEI INVESTMENTS CO | 47,69147,691 | $901,380 | — | ADD 353% |
| 31 | D. E. Shaw & Co., Inc. | 45,31145,311 | $856,378 | — | ADD 87% |
| 32 | Mariner, LLC | 44,53444,534 | $841,693 | — | ADD 23% |
| 33 | Eagle Strategies LLC | 44,04244,042 | $832,385 | — | ADD 3% |
| 34 | Kestra Advisory Services, LLC | 39,09439,094 | $738,872 | — | TRIM -81% |
| 35 | UBS Group AG | 37,84037,840 | $715,176 | — | TRIM -17% |
| 36 | Wealth Advisory Solutions, LLC | 37,21537,215 | $703,364 | — | ADD 9% |
| 37 | Triumph Capital Management | 30,41830,418 | $574,900 | — | — |
| 38 | RHODES INVESTMENT ADVISORS INC /ADV | 28,74928,749 | $543,348 | — | ADD 85% |
| 39 | CreativeOne Wealth, LLC | 28,52128,521 | $539,052 | — | ADD 143% |
| 40 | WEDBUSH SECURITIES INC | 27,58627,586 | $521,000 | — | — |
| 41 | MML INVESTORS SERVICES, LLC | 27,56027,560 | $520,890 | — | ADD 18% |
| 42 | Janney Montgomery Scott LLC | 27,18327,183 | $514,000 | — | TRIM -14% |
| 43 | Cypress Capital Group | 25,31925,319 | $478,529 | — | — |
| 44 | CWM, LLC | 24,73524,735 | $467,491 | — | — |
| 45 | Kingsview Wealth Management, LLC | 23,74423,744 | $448,761 | — | TRIM -11% |
| 46 | Capital Investment Advisory Services, LLC | 23,60023,600 | $446,041 | — | ADD 26% |
| 47 | RFG Advisory, LLC | 22,17222,172 | $419,058 | — | — |
| 48 | Concurrent Investment Advisors, LLC | 20,26220,262 | $382,955 | — | ADD 49% |
| 49 | Focus Partners Advisor Solutions, LLC | 20,25920,259 | $382,899 | — | ADD 28% |
| 50 | Squire Investment Management Company, LLC | 20,20020,200 | $381,780 | — | ADD 28% |
| 51 | Advyzon Investment Management, LLC | 18,51118,511 | $349,850 | — | TRIM -44% |
| 52 | RETIREMENT PLANNING GROUP, LLC / NY | 18,45018,450 | $348,710 | — | — |
| 53 | World Investment Advisors | 18,18718,187 | $343,736 | — | NEW |
| 54 | Foundations Investment Advisors, LLC | 17,18317,183 | $324,752 | — | TRIM -7% |
| 55 | Synergy Financial Group, LTD | 17,16317,163 | $324,381 | — | NEW |
| 56 | J.W. COLE ADVISORS, INC. | 17,09017,090 | $322,993 | — | TRIM -5% |
| 57 | Walkner Condon Financial Advisors LLC | 16,74816,748 | $316,533 | — | — |
| 58 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,96615,966 | $301,757 | — | NEW |
| 59 | PNC FINANCIAL SERVICES GROUP, INC. | 15,74815,748 | $297,638 | — | NEW |
| 60 | Caitlin John, LLC | 15,71015,710 | $296,926 | — | TRIM -8% |
| 61 | Farther Finance Advisors, LLC | 14,68414,684 | $277,977 | — | TRIM -21% |
| 62 | Carroll Advisory Group, LLC | 14,36614,366 | $271,517 | — | NEW |
| 63 | Indivisible Partners | 14,02514,025 | $265,073 | — | — |
| 64 | KESTRA PRIVATE WEALTH SERVICES, LLC | 13,55713,557 | $256,225 | — | TRIM -34% |
| 65 | Western Wealth Management, LLC | 13,49113,491 | $254,982 | — | NEW |
| 66 | NTV Asset Management LLC | 13,00013,000 | $245,700 | — | ADD 4% |
| 67 | STIFEL FINANCIAL CORP | 12,91112,911 | $244,015 | — | TRIM -7% |
| 68 | Qube Research & Technologies Ltd | 12,78012,780 | $241,542 | — | ADD 12308% |
| 69 | Creative Planning | 12,67212,672 | $239,504 | — | ADD 3% |
| 70 | Cornerstone Management, Inc. | 11,71011,710 | $221,319 | — | — |
| 71 | Sequent Planning LLC | 11,65611,656 | $220,305 | — | TRIM -10% |
| 72 | Founders Financial Alliance, LLC | 11,61211,612 | $219,465 | — | ADD 2% |
| 73 | SeaCrest Wealth Management, LLC | 11,00011,000 | $207,900 | — | NEW |
| 74 | Joseph P. Lucia & Associates, LLC | 10,93510,935 | $206,672 | — | — |
| 75 | SCOTIA CAPITAL INC. | 10,88810,888 | $205,783 | — | — |
| 76 | Savvy Advisors, Inc. | 10,42810,428 | $197,092 | — | NEW |
| 77 | Focus Financial Network, Inc. | 10,36010,360 | $195,803 | — | — |
| 78 | 1900 WEALTH MANAGEMENT LLC | 10,19110,191 | $192,610 | — | — |
| 79 | Sigma Planning Corp | 10,10010,100 | $190,894 | — | TRIM -5% |
| 80 | Prostatis Group LLC | 10,08710,087 | $190,644 | — | — |
| 81 | SBI Securities Co., Ltd. | 7,7627,762 | $146,702 | — | ADD 10% |
| 82 | Crews Bank & Trust | 7,3057,305 | $138,065 | — | — |
| 83 | Sunbelt Securities, Inc. | 7,0067,006 | $132,419 | — | — |
| 84 | US BANCORP \DE\ | 5,3205,320 | $100,548 | — | — |
| 85 | SouthState Bank Corp | 5,0005,000 | $94,500 | — | NEW |
| 86 | NATIONAL BANK OF CANADA /FI/ | 4,6504,650 | $87,838 | — | — |
| 87 | IFP Advisors, Inc | 4,4454,445 | $84,010 | — | — |
| 88 | Quest 10 Wealth Builders, Inc. | 4,3124,312 | $81,497 | — | TRIM -80% |
| 89 | Advisory Services Network, LLC | 3,0713,071 | $58,046 | — | NEW |
| 90 | FMR LLC | 2,5432,543 | $48,059 | — | TRIM -32% |
| 91 | CHELSEA COUNSEL CO | 2,5002,500 | $43,560 | — | — |
| 92 | FIFTH THIRD BANCORP | 2,2292,229 | $42,128 | — | NEW |
| 93 | PRIVATE TRUST CO NA | 2,0002,000 | $37,800 | — | — |
| 94 | MAI Capital Management | 1,9471,947 | $36,799 | — | ADD 106% |
| 95 | NFSG Corp | 1,8001,800 | $34,020 | — | — |
| 96 | JFS WEALTH ADVISORS, LLC | 1,5441,544 | $29,182 | — | — |
| 97 | Cherry Tree Wealth Management, LLC | 1,0641,064 | $20,110 | — | — |
| 98 | Rockefeller Capital Management L.P. | 788788 | $14,911 | — | — |
| 99 | BLAIR WILLIAM & CO/IL | 750750 | $14,175 | — | — |
| 100 | Sound Income Strategies, LLC | 612612 | $11,585 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.5M | 1.5M | 1.9M | 1.9M | 1.9M | 1.9M | $35M |
| LPL Financial LLC | 866K | 938K | 926K | 948K | 895K | 942K | $18M |
| Global X Japan Co., Ltd. | 295K | 345K | 424K | 559K | — | 743K | $14M |
| WELLS FARGO & COMPANY/MN | 658K | 684K | 776K | 786K | 618K | 674K | $13M |
| Keeler Thomas Management LLC | — | — | — | — | — | 605K | $11M |
| MORGAN STANLEY | 1.2M | 985K | 1.1M | 654K | 626K | 575K | $11M |
| BANK OF AMERICA CORP /DE/ | 834K | 862K | 704K | 376K | 382K | 412K | $8M |
| TWO SIGMA INVESTMENTS, LP | 36K | 61K | 121K | 163K | 263K | 385K | $7M |
| Wealthfront Advisers LLC | 271K | 290K | 305K | 318K | 339K | 332K | $6M |
| GOLDMAN SACHS GROUP INC | 11K | 84K | 84K | 268K | 318K | 308K | $6M |
| ROYAL BANK OF CANADA | 106K | 118K | 290K | 204K | 218K | 204K | $4M |
| COMMONWEALTH EQUITY SERVICES, LLC | 191K | 187K | 191K | 196K | 168K | 178K | $3M |
| SMART Wealth LLC | 133K | 139K | 163K | 190K | 191K | 177K | $3M |
| IHT Wealth Management, LLC | — | — | — | — | 87K | 162K | $3M |
| Cambridge Investment Research Advisors, Inc. | 93K | 93K | 93K | 93K | 103K | 161K | $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 | |
|---|---|---|---|
| Global X Japan Co., Ltd. | +743,267 | $14M | OPEN |
| Keeler Thomas Management LLC | +604,687 | $11M | OPEN |
| TWO SIGMA INVESTMENTS, LP | +122,000 | $2M | ADD |
| IHT Wealth Management, LLC | +75,348 | $1M | ADD |
| Private Advisor Group, LLC | +72,780 | $1M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| AE Wealth Management LLC | −1,034,762 | $20M | TRIM |
| Clarity Financial LLC | −304,414 | $6M | CLOSE |
| Kestra Advisory Services, LLC | −163,948 | $3M | TRIM |
| MORGAN STANLEY | −50,770 | $959,553 | TRIM |
| OSAIC HOLDINGS, INC. | −50,410 | $952,749 | 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 | 126 | 9,937,624 | — | $188M |
| 2025-Q4 | 132 | 9,839,783 | — | $170M |
| 2025-Q3 | 120 | 9,897,168 | — | $175M |
| 2025-Q2 | 123 | 10,408,081 | — | $183M |
| 2025-Q1 | 119 | 9,371,887 | — | $177M |
| 2024-Q4 | 122 | 9,231,467 | — | $166M |
| 2024-Q3 | 109 | 10,474,820 | — | $236M |
| 2024-Q2 | 117 | 9,245,280 | — | $159M |
| 2024-Q1 | 118 | 10,691,141 | — | $187M |
| 2023-Q4 | 116 | 11,010,730 | — | $189M |
| 2023-Q3 | 109 | 9,541,311 | — | $154M |
| 2023-Q2 | 104 | 8,673,233 | — | $145M |
| 2023-Q1 | 103 | 8,167,755 | — | $143M |
| 2022-Q4 | 110 | 8,186,975 | — | $153M |
| 2022-Q3 | 102 | 7,990,875 | — | $141M |
| 2022-Q2 | 104 | 7,416,836 | — | $144M |
| 2022-Q1 | 102 | 37,000,414 | — | $777M |
| 2021-Q4 | 100 | 6,827,410 | — | $142M |
| 2021-Q3 | 91 | 6,118,900 | — | $119M |
| 2021-Q2 | 96 | 6,885,750 | — | $138M |
| 2021-Q1 | 81 | 6,429,369 | — | $125M |
| 2020-Q4 | 73 | 6,827,970 | — | $114M |
| 2020-Q3 | 63 | 6,705,869 | — | $101M |
| 2020-Q2 | 61 | 7,040,096 | — | $106M |
| 2020-Q1 | 70 | 7,166,306 | — | $92M |
| 2019-Q4 | 75 | 8,399,546 | — | $199M |
| 2019-Q3 | 66 | 8,142,544 | — | $192M |
| 2019-Q2 | 62 | 8,184,837 | — | $185M |
| 2019-Q1 | 64 | 6,312,778 | — | $160M |
| 2018-Q4 | 62 | 4,579,087 | — | $103M |
| 2018-Q3 | 60 | 6,529,656 | — | $165M |
| 2018-Q2 | 58 | 6,011,374 | — | $151M |
| 2018-Q1 | 53 | 5,686,106 | — | $91M |
| 2017-Q4 | 57 | 5,810,118 | — | $149M |
| 2017-Q3 | 47 | 4,864,104 | — | $124M |
| 2017-Q2 | 43 | 4,852,606 | — | $123M |
| 2017-Q1 | 44 | 4,626,825 | — | $117M |
| 2016-Q4 | 49 | 4,359,359 | — | $108M |
| 2016-Q3 | 43 | 3,488,698 | — | $87M |
| 2016-Q2 | 44 | 3,437,917 | — | $88M |
| 2016-Q1 | 39 | 2,213,081 | — | $55M |
| 2015-Q4 | 39 | 2,931,089 | — | $70M |
| 2015-Q3 | 35 | 2,816,733 | — | $68M |
| 2015-Q2 | 34 | 2,926,674 | — | $77M |
| 2015-Q1 | 38 | 2,479,895 | — | $70M |
| 2014-Q4 | 38 | 2,799,064 | — | $84M |
| 2014-Q3 | 23 | 2,125,138 | — | $64M |
| 2014-Q2 | 16 | 486,019 | — | $14M |
| 2014-Q1 | 11 | 333,835 | — | $9M |
| 2013-Q4 | 10 | 210,939 | — | $5M |
| 2013-Q3 | 5 | 57,810 | — | $1M |
| 2013-Q2 | 8 | 78,493 | — | $2M |
