% of shares outstanding is not shown for FLDB: 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 FLDB 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 | FMR LLC | 7,340,9537.3M | $369M | — | — |
| 2 | HARMONY ASSET MANAGEMENT LLC | 138,723138,723 | $7M | — | NEW |
| 3 | JPMORGAN CHASE & CO | 32,71732,717 | $2M | — | ADD 61% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 28,78428,784 | $1M | — | TRIM -4% |
| 5 | Pathstone Holdings, LLC | 22,21322,213 | $1M | — | — |
| 6 | Cetera Investment Advisers | 14,65714,657 | $737,506 | — | TRIM -17% |
| 7 | &PARTNERS | 14,61214,612 | $729,977 | — | TRIM -4% |
| 8 | LPL Financial LLC | 13,24913,249 | $666,672 | — | ADD 62% |
| 9 | NWAM LLC | 7,2767,276 | $366,140 | — | — |
| 10 | JANE STREET GROUP, LLC | 7,2247,224 | $363,502 | — | NEW |
| 11 | RCS Financial Planning, LLC | 6,7496,749 | $340,730 | — | NEW |
| 12 | Advisory Services Network, LLC | 783783 | $39,400 | — | NEW |
| 13 | OSAIC HOLDINGS, INC. | 488488 | $24,576 | — | TRIM -53% |
| 14 | Cornerstone Planning Group LLC | 373373 | $18,719 | — | — |
| 15 | IFP Advisors, Inc | 2727 | $1,359 | — | ADD 23% |
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 |
|---|---|---|---|---|---|---|---|
| FMR LLC | 7.3M | 7.3M | 7.3M | 7.3M | 7.3M | 7.3M | $369M |
| HARMONY ASSET MANAGEMENT LLC | — | — | — | — | — | 139K | $7M |
| JPMORGAN CHASE & CO | — | 870 | 19K | 42K | 20K | 33K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | 6K | 13K | 30K | 29K | $1M |
| Pathstone Holdings, LLC | 22K | 22K | 22K | 22K | 22K | 22K | $1M |
| Cetera Investment Advisers | — | — | 5K | 6K | 18K | 15K | $737,506 |
| &PARTNERS | — | — | — | — | 15K | 15K | $729,977 |
| LPL Financial LLC | — | — | — | — | 8K | 13K | $666,672 |
| NWAM LLC | — | — | 12K | 15K | 7K | 7K | $366,140 |
| JANE STREET GROUP, LLC | 10K | 10K | 20K | 4K | — | 7K | $363,502 |
| RCS Financial Planning, LLC | — | — | — | — | — | 7K | $340,730 |
| Advisory Services Network, LLC | — | — | — | 53 | — | 783 | $39,400 |
| OSAIC HOLDINGS, INC. | — | — | — | 24 | 1K | 488 | $24,576 |
| Cornerstone Planning Group LLC | — | — | — | 372 | 372 | 373 | $18,719 |
| IFP Advisors, Inc | — | — | — | — | 22 | 27 | $1,359 |
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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 15 | 7,628,828 | — | $384M |
| 2025-Q4 | 11 | 7,463,145 | — | $376M |
| 2025-Q3 | 12 | 7,445,055 | — | $376M |
| 2025-Q2 | 8 | 7,425,028 | — | $375M |
| 2025-Q1 | 6 | 7,378,184 | — | $371M |
| 2024-Q4 | 5 | 7,380,999 | — | $372M |
| 2024-Q3 | 5 | 7,436,273 | — | $375M |
| 2024-Q2 | 6 | 7,440,734 | — | $373M |
| 2024-Q1 | 5 | 102,844 |
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 | |
|---|---|---|---|
| HARMONY ASSET MANAGEMENT LLC | +138,723 | $7M | OPEN |
| JPMORGAN CHASE & CO | +12,345 | $621,188 | ADD |
| JANE STREET GROUP, LLC | +7,224 | $363,504 | OPEN |
| RCS Financial Planning, LLC | +6,749 | $339,603 | OPEN |
| LPL Financial LLC | +5,079 | $255,570 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Cetera Investment Advisers | −2,995 | $150,705 | TRIM |
| ENVESTNET ASSET MANAGEMENT INC | −1,140 | $57,364 | TRIM |
| &PARTNERS | −606 | $30,493 | TRIM |
| OSAIC HOLDINGS, INC. | −559 | $28,128 | 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).
| — |
| $5M |
