% of shares outstanding is not shown for EFG: 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 EFG 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 | ENVESTNET ASSET MANAGEMENT INC | 22,399,81122.4M | $2.5B | — | ADD 742% |
| 2 | LPL Financial LLC | 7,906,6447.9M | $881M | — | ADD 267% |
| 3 | MORGAN STANLEY | 4,761,3054.8M | $530M | — | ADD 82% |
| 4 | BANK OF AMERICA CORP /DE/ | 4,708,5384.7M | $524M | — | ADD 35% |
| 5 | JONES FINANCIAL COMPANIES LLLP | 4,299,8984.3M | $463M | — | ADD 11% |
| 6 | JPMORGAN CHASE & CO | 3,433,0943.4M | $370M | — | ADD 54% |
| 7 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2,308,8682.3M | $257M | — | TRIM -3% |
| 8 | Cetera Investment Advisers | 2,208,2062.2M | $246M | — | ADD 125% |
| 9 | PARK AVENUE SECURITIES LLC | 2,048,8742.0M | $228M | — | ADD 781% |
| 10 | Envestnet Portfolio Solutions, Inc. | 1,839,9541.8M | $205M | — | ADD 1492% |
| 11 | MML INVESTORS SERVICES, LLC | 1,541,3141.5M | $172M | — | ADD 295% |
| 12 | Bank of New York Mellon Corp | 1,472,3631.5M | $164M | — | ADD 167% |
| 13 | US BANCORP \DE\ | 1,304,8921.3M | $145M | — | — |
| 14 | WELLS FARGO & COMPANY/MN | 1,263,3951.3M | $141M | — | ADD 9% |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | 1,241,8691.2M | $138M | — | — |
| 16 | Janney Montgomery Scott LLC | 1,140,9981.1M | $127M | — | ADD 690% |
| 17 | AMERIPRISE FINANCIAL INC | 1,092,6641.1M | $122M | — | ADD 42% |
| 18 | FMR LLC | 990,082990,082 | $110M | — | — |
| 19 | UBS Group AG | 988,490988,490 | $110M | — | ADD 14% |
| 20 | Sanctuary Advisors, LLC | 855,806855,806 | $95M | — | ADD 59% |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 821,308821,308 | $91M | — | ADD 24% |
| 22 | TRUIST FINANCIAL CORP | 763,679763,679 | $85M | — | ADD 302% |
| 23 | JB Capital LLC | 699,395699,395 | $78M | — | ADD 4150% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 652,661652,661 | $73M | — | TRIM -2% |
| 25 | ROYAL BANK OF CANADA | 632,689632,689 | $70M | — | ADD 44% |
| 26 | RAYMOND JAMES FINANCIAL INC | 619,689619,689 | $69M | — | — |
| 27 | Focus Partners Wealth | 604,475604,475 | $67M | — | TRIM -4% |
| 28 | NATIXIS ADVISORS, LLC | 571,060571,060 | $64M | — | ADD 64% |
| 29 | Quent Capital, LLC | 567,198567,198 | $63M | — | ADD 4% |
| 30 | Beacon Pointe Advisors, LLC | 565,967565,967 | $63M | — | ADD 29% |
| 31 | M&T Bank Corp | 548,687548,687 | $61M | — | TRIM -7% |
| 32 | STIFEL FINANCIAL CORP | 530,915530,915 | $59M | — | ADD 245% |
| 33 | CARY STREET PARTNERS FINANCIAL LLC | 526,133526,133 | $59M | — | ADD 17% |
| 34 | OSAIC HOLDINGS, INC. | 519,805519,805 | $58M | — | ADD 75% |
| 35 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 493,183493,183 | $55M | — | NEW |
| 36 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 490,483490,483 | $55M | — | ADD 3416% |
| 37 | AE Wealth Management LLC | 490,392490,392 | $55M | — | TRIM -6% |
| 38 | Financial Synergies Wealth Advisors, Inc. | 486,256486,256 | $54M | — | — |
| 39 | Savvy Advisors, Inc. | 464,300464,300 | $52M | — | ADD 160% |
| 40 | Baker Avenue Asset Management, LP | 454,353454,353 | $51M | — | — |
| 41 | MONETA GROUP INVESTMENT ADVISORS LLC | 440,596440,596 | $49M | — | TRIM -8% |
| 42 | COMMONWEALTH EQUITY SERVICES, LLC | 397,314397,314 | $44M | — | TRIM -3% |
| 43 | CAPTRUST FINANCIAL ADVISORS | 390,440390,440 | $43M | — | ADD 48% |
| 44 | SOFI WEALTH, LLC | 378,729378,729 | $42M | — | TRIM -28% |
| 45 | Cerity Partners LLC | 376,901376,901 | $42M | — | ADD 406% |
| 46 | Mariner, LLC | 376,474376,474 | $42M | — | ADD 8% |
| 47 | BlackRock, Inc. | 374,602374,602 | $42M | — | ADD 2154% |
| 48 | BOKF, NA | 348,184348,184 | $39M | — | ADD 10% |
| 49 | Octavia Wealth Advisors, LLC | 329,257329,257 | $37M | — | — |
| 50 | Corient Private Wealth LLC | 309,890309,890 | $34M | — | TRIM -53% |
| 51 | Kestra Advisory Services, LLC | 303,818303,818 | $34M | — | ADD 23% |
| 52 | Icon Wealth Advisors, LLC | 290,554290,554 | $34M | — | ADD 226% |
| 53 | NBT BANK N A /NY | 291,374291,374 | $32M | — | ADD 4% |
| 54 | Atria Investments, Inc | 286,592286,592 | $32M | — | ADD 850% |
| 55 | Cambridge Investment Research Advisors, Inc. | 285,530285,530 | $32M | — | ADD 139% |
| 56 | UMB Bank, n.a. | 281,923281,923 | $31M | — | TRIM -3% |
| 57 | Meridian Wealth Partners, LLC | 278,706278,706 | $31M | — | ADD 4% |
| 58 | GOLDMAN SACHS GROUP INC | 273,735273,735 | $30M | — | TRIM -36% |
| 59 | CHOREO, LLC | 268,620268,620 | $30M | — | ADD 8% |
| 60 | HighTower Advisors, LLC | 267,549267,549 | $30M | — | ADD 19% |
| 61 | Merit Financial Group, LLC | 251,742251,742 | $28M | — | ADD 19% |
| 62 | Foundations Investment Advisors, LLC | 235,080235,080 | $26M | — | ADD 136% |
| 63 | BANK OF MONTREAL /CAN/ | 226,052226,052 | $25M | — | TRIM -9% |
| 64 | Thrivent Financial for Lutherans | 228,371228,371 | $25M | — | ADD 123% |
| 65 | Cresset Asset Management, LLC | 225,249225,249 | $25M | — | — |
| 66 | WALLER FINANCIAL PLANNING GROUP, INC | 215,672215,672 | $24M | — | ADD 8% |
| 67 | Pathstone Holdings, LLC | 215,351215,351 | $24M | — | ADD 44% |
| 68 | Lido Advisors, LLC | 211,427211,427 | $24M | — | — |
| 69 | Itau Unibanco Holding S.A. | 209,224209,224 | $23M | — | TRIM -7% |
| 70 | Cassaday & Co Wealth Management LLC | 194,191194,191 | $22M | — | — |
| 71 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 192,079192,079 | $21M | — | ADD 117% |
| 72 | Integrated Wealth Concepts LLC | 189,276189,276 | $21M | — | ADD 32% |
| 73 | RTD Financial Advisors, Inc. | 187,130187,130 | $21M | — | TRIM -3% |
| 74 | Creative Planning | 184,473184,473 | $21M | — | ADD 21% |
| 75 | Shakespeare Wealth Management, LLC | 180,701180,701 | $20M | — | ADD 3% |
| 76 | Baird Financial Group, Inc. | 180,560180,560 | $20M | — | ADD 14% |
| 77 | Orion Porfolio Solutions, LLC | 180,465180,465 | $20M | — | ADD 148% |
| 78 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 176,422176,422 | $20M | — | ADD 15% |
| 79 | OneDigital Investment Advisors LLC | 177,618177,618 | $20M | — | TRIM -4% |
| 80 | STALEY CAPITAL ADVISERS INC | 173,883173,883 | $19M | — | ADD 6% |
| 81 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 172,116172,116 | $19M | — | ADD 6% |
| 82 | Federation des caisses Desjardins du Quebec | 167,696167,696 | $19M | — | TRIM -50% |
| 83 | EP Wealth Advisors, LLC | 167,463167,463 | $19M | — | TRIM -8% |
| 84 | Seneca Financial Advisors LLC | 162,784162,784 | $18M | — | ADD 11% |
| 85 | Marks Group Wealth Management, Inc | 160,285160,285 | $18M | — | ADD 92% |
| 86 | JOHNSON INVESTMENT COUNSEL INC | 159,623159,623 | $18M | — | ADD 7% |
| 87 | Stone House Investment Management, LLC | 159,096159,096 | $18M | — | ADD 937% |
| 88 | FIRST NATIONAL BANK OF OMAHA | 164,483164,483 | $18M | — | TRIM -13% |
| 89 | Affinity Capital Advisors, LLC | 158,138158,138 | $18M | — | ADD 10% |
| 90 | NorthRock Partners, LLC | 155,640155,640 | $17M | — | ADD 176% |
| 91 | Farther Finance Advisors, LLC | 146,533146,533 | $17M | — | ADD 34% |
| 92 | Wakefield Asset Management LLLP | 146,339146,339 | $16M | — | ADD 7% |
| 93 | Cerro Pacific Wealth Advisors LLC | 145,434145,434 | $16M | — | ADD 61% |
| 94 | KESTRA PRIVATE WEALTH SERVICES, LLC | 144,860144,860 | $16M | — | ADD 5% |
| 95 | CWM, LLC | 144,515144,515 | $16M | — | TRIM -14% |
| 96 | IHT Wealth Management, LLC | 143,995143,995 | $16M | — | ADD 199% |
| 97 | MERCER GLOBAL ADVISORS INC /ADV | 142,269142,269 | $16M | — | TRIM -14% |
| 98 | &PARTNERS | 141,733141,733 | $16M | — | ADD 27% |
| 99 | SteelPeak Wealth, LLC | 137,214137,214 | $15M | — | ADD 6425% |
| 100 | Sharkey, Howes & Javer | 134,829134,829 | $15M | — | ADD 257% |
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 |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 30.5M | 16.8M | 16.9M | 4.3M | 2.7M | 22.4M | $2.5B |
| LPL Financial LLC | 9.2M | 5.7M | 6.1M | 2.6M | 2.2M | 7.9M | $881M |
| MORGAN STANLEY | 4.9M | 3.9M | 4.1M | 2.9M | 2.6M | 4.8M | $530M |
| BANK OF AMERICA CORP /DE/ | 5.1M | 4.1M | 4.0M | 3.5M | 3.5M | 4.7M | $524M |
| JONES FINANCIAL COMPANIES LLLP | 6.7M | 5.3M | 4.7M | 3.8M | 3.9M | 4.3M | $463M |
| JPMORGAN CHASE & CO | 7.3M | 4.9M | 4.6M | 5.6M | 2.2M | 3.4M | $370M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | — | — | — | — | 2.4M | 2.3M | $257M |
| Cetera Investment Advisers | 1.8M | 1.3M | 1.3M | 992K | 981K | 2.2M | $246M |
| PARK AVENUE SECURITIES LLC | 2.9M | 1.6M | 1.6M | 417K | 233K | 2.0M | $228M |
| Envestnet Portfolio Solutions, Inc. | 4.2M | 1.7M | 1.5M | 226K | 116K | 1.8M | $205M |
| MML INVESTORS SERVICES, LLC | 2.1M | 1.2M | 1.3M | 453K | 390K | 1.5M | $172M |
| Bank of New York Mellon Corp | 1.5M | 960K | 964K | 380K | 552K | 1.5M | $164M |
| US BANCORP \DE\ | 1.6M | 1.5M | 1.5M | 1.3M | 1.3M | 1.3M | $145M |
| WELLS FARGO & COMPANY/MN | 1.4M | 1.3M | 1.3M | 1.2M | 1.2M | 1.3M | $141M |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.2M | 1.2M | 1.2M | 1.2M | 1.2M | 1.2M | $138M |
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 | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +19,741,068 | $2.2B | ADD |
| LPL Financial LLC | +5,750,000 | $640M | ADD |
| MORGAN STANLEY | +2,151,529 | $240M | ADD |
| PARK AVENUE SECURITIES LLC | +1,816,260 | $202M | ADD |
| Envestnet Portfolio Solutions, Inc. | +1,724,366 | $192M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | −622,189 | $69M | TRIM |
| FAS Wealth Partners, Inc. | −457,586 | $51M | CLOSE |
| Corient Private Wealth LLC | −343,256 | $38M | TRIM |
| Dynasty Wealth Management, LLC | −327,335 | $36M | TRIM |
| Koss-Olinger Consulting, LLC | −291,485 | $32M | 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 | 1,003 | 109,025,785 | — | $12.1B |
| 2025-Q4 | 971 | 62,993,049 | — | $7.2B |
| 2025-Q3 | 973 | 68,324,517 | — | $7.7B |
| 2025-Q2 | 985 | 101,650,811 | — | $11.4B |
| 2025-Q1 | 963 | 108,504,735 | — | $10.9B |
| 2024-Q4 | 984 | 148,741,723 | — | $14.4B |
| 2024-Q3 | 911 | 139,259,906 | — | $14.9B |
| 2024-Q2 | 870 | 141,755,280 | — | $14.4B |
| 2024-Q1 | 846 | 116,517,136 | — | $12.1B |
| 2023-Q4 | 843 | 106,663,189 | — | $10.3B |
| 2023-Q3 | 785 | 119,106,866 | — | $10.3B |
| 2023-Q2 | 802 | 134,128,594 | — | $12.8B |
| 2023-Q1 | 754 | 127,918,381 | — | $12.0B |
| 2022-Q4 | 761 | 102,723,710 | — | $8.6B |
| 2022-Q3 | 684 | 103,664,314 | — | $7.5B |
| 2022-Q2 | 698 | 85,149,440 | — | $6.8B |
| 2022-Q1 | 717 | 95,613,267 | — | $8.0B |
| 2021-Q4 | 736 | 107,797,027 | — | $11.8B |
| 2021-Q3 | 628 | 97,705,080 | — | $10.4B |
| 2021-Q2 | 614 | 82,279,196 | — | $8.8B |
| 2021-Q1 | 612 | 80,158,725 | — | $8.1B |
| 2020-Q4 | 580 | 84,511,196 | — | $8.5B |
| 2020-Q3 | 484 | 81,644,125 | — | $7.3B |
| 2020-Q2 | 443 | 76,856,284 | — | $6.4B |
| 2020-Q1 | 343 | 41,671,752 | — | $3.0B |
| 2019-Q4 | 362 | 39,594,266 | — | $3.5B |
| 2019-Q3 | 307 | 37,162,049 | — | $3.0B |
| 2019-Q2 | 305 | 37,225,526 | — | $3.1B |
| 2019-Q1 | 311 | 35,655,694 | — | $2.8B |
| 2018-Q4 | 303 | 38,457,313 | — | $2.7B |
| 2018-Q3 | 297 | 31,149,772 | — | $2.5B |
| 2018-Q2 | 289 | 29,182,250 | — | $2.3B |
| 2018-Q1 | 285 | 29,807,816 | — | $2.4B |
| 2017-Q4 | 266 | 30,292,785 | — | $2.4B |
| 2017-Q3 | 247 | 27,617,210 | — | $2.1B |
| 2017-Q2 | 230 | 26,636,967 | — | $2.0B |
| 2017-Q1 | 211 | 25,599,770 | — | $1.8B |
| 2016-Q4 | 212 | 26,522,160 | — | $1.7B |
| 2016-Q3 | 187 | 23,953,783 | — | $1.6B |
| 2016-Q2 | 190 | 23,908,113 | — | $1.5B |
| 2016-Q1 | 186 | 23,880,922 | — | $1.6B |
| 2015-Q4 | 180 | 26,142,932 | — | $1.8B |
| 2015-Q3 | 167 | 18,770,109 | — | $1.2B |
| 2015-Q2 | 169 | 19,179,294 | — | $1.3B |
| 2015-Q1 | 159 | 16,902,781 | — | $1.2B |
| 2014-Q4 | 158 | 16,884,143 | — | $1.1B |
| 2014-Q3 | 154 | 16,345,003 | — | $1.1B |
| 2014-Q2 | 151 | 16,081,199 | — | $1.2B |
| 2014-Q1 | 147 | 16,806,057 | — | $1.2B |
| 2013-Q4 | 144 | 16,385,578 | — | $1.2B |
| 2013-Q3 | 129 | 15,758,531 | — | $1.1B |
| 2013-Q2 | 118 | 16,227,810 | — | $1000M |
| 2013-Q1 | 10 | 390,946 | — | $25M |
