% of shares outstanding is not shown for FYLD: 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 FYLD 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 | HighTower Advisors, LLC | 1,867,6931.9M | $70M | — | TRIM -4% |
| 2 | Cambria Investment Management, L.P. | 1,349,5321.3M | $50M | — | ADD 12% |
| 3 | CWM, LLC | 885,215885,215 | $33M | — | ADD 9% |
| 4 | ROTHSCHILD INVESTMENT LLC | 583,866583,866 | $22M | — | ADD 5% |
| 5 | Intellus Advisors LLC | 571,308571,308 | $21M | — | — |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 496,581496,581 | $19M | — | ADD 2% |
| 7 | Empowered Funds, LLC | 460,707460,707 | $17M | — | NEW |
| 8 | RAYMOND JAMES FINANCIAL INC | 450,687450,687 | $17M | — | — |
| 9 | ALM First Financial Advisors, LLC | 482,545482,545 | $16M | — | — |
| 10 | Longview Financial Advisors, Inc. | 396,597396,597 | $15M | — | ADD 5% |
| 11 | Focus Partners Wealth | 377,321377,321 | $14M | — | — |
| 12 | Cambridge Investment Research Advisors, Inc. | 350,464350,464 | $13M | — | ADD 17% |
| 13 | LPL Financial LLC | 344,996344,996 | $13M | — | TRIM -5% |
| 14 | Opus Capital Group, LLC | 289,253289,253 | $11M | — | TRIM -4% |
| 15 | Verum Partners LLC | 269,777269,777 | $10M | — | ADD 23% |
| 16 | Encompass More Asset Management | 214,694214,694 | $8M | — | NEW |
| 17 | Fermata Advisors, LLC | 174,779174,779 | $7M | — | TRIM -2% |
| 18 | United Advisor Group, LLC | 173,993173,993 | $6M | — | ADD 3% |
| 19 | JANE STREET GROUP, LLC | 168,667168,667 | $6M | — | ADD 69% |
| 20 | EXCHANGE TRADED CONCEPTS, LLC | 148,846148,846 | $6M | — | — |
| 21 | Equitable Holdings, Inc. | 166,858166,858 | $5M | — | TRIM -17% |
| 22 | Aspect Partners, LLC | 125,492125,492 | $5M | — | — |
| 23 | Brookstone Capital Management | 119,473119,473 | $4M | — | ADD 4% |
| 24 | Arkadios Wealth Advisors | 119,473119,473 | $4M | — | ADD 4% |
| 25 | GREENWOOD CAPITAL ASSOCIATES LLC | 117,180117,180 | $4M | — | ADD 114% |
| 26 | UBS Group AG | 109,886109,886 | $4M | — | ADD 247% |
| 27 | ARQ WEALTH ADVISORS, LLC | 99,92799,927 | $4M | — | TRIM -2% |
| 28 | Savvy Advisors, Inc. | 96,50996,509 | $4M | — | ADD 7% |
| 29 | Kesler, Norman & Wride, LLC | 94,09394,093 | $4M | — | — |
| 30 | OSAIC HOLDINGS, INC. | 85,28585,285 | $3M | — | ADD 22% |
| 31 | ROYAL BANK OF CANADA | 76,99276,992 | $3M | — | TRIM -11% |
| 32 | Modern Wealth Management, LLC | 68,80868,808 | $3M | — | TRIM -10% |
| 33 | Sunbelt Securities, Inc. | 61,37761,377 | $2M | — | — |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 60,27860,278 | $2M | — | NEW |
| 35 | LANE BROTHERS & CO INC | 60,15960,159 | $2M | — | ADD 5% |
| 36 | Dynamic Advisor Solutions LLC | 54,48254,482 | $2M | — | — |
| 37 | D.A. DAVIDSON & CO. | 51,18151,181 | $2M | — | ADD 6% |
| 38 | Western Wealth Management, LLC | 46,34446,344 | $2M | — | NEW |
| 39 | MATHER GROUP, LLC. | 45,46445,464 | $2M | — | NEW |
| 40 | Sanctuary Advisors, LLC | 40,32240,322 | $2M | — | ADD 19% |
| 41 | Summit Financial, LLC | 38,02538,025 | $1M | — | — |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 33,97133,971 | $1M | — | ADD 3% |
| 43 | Park Edge Advisors, LLC | 32,49932,499 | $1M | — | NEW |
| 44 | Snowden Capital Advisors LLC | 32,43632,436 | $1M | — | ADD 110% |
| 45 | Miller Global Investments, LLC | 32,13732,137 | $1M | — | TRIM -5% |
| 46 | HBW ADVISORY SERVICES LLC | 30,65130,651 | $1M | — | ADD 11% |
| 47 | Beacon Pointe Advisors, LLC | 28,35528,355 | $1M | — | ADD 65% |
| 48 | Geneos Wealth Management Inc. | 28,25928,259 | $1M | — | TRIM -14% |
| 49 | Betterment LLC | 26,48926,489 | $989,000 | — | TRIM -9% |
| 50 | AQR CAPITAL MANAGEMENT LLC | 22,65722,657 | $845,891 | — | ADD 203% |
| 51 | DAVENPORT & Co LLC | 21,45421,454 | $800,985 | — | ADD 19% |
| 52 | Lifetime Wealth Management P.C. | 21,12621,126 | $788,730 | — | ADD 3% |
| 53 | MML INVESTORS SERVICES, LLC | 20,45320,453 | $763,622 | — | TRIM -13% |
| 54 | STIFEL FINANCIAL CORP | 16,47516,475 | $615,094 | — | TRIM -15% |
| 55 | Bravias Capital Group, LLC | 16,28916,289 | $608,168 | — | ADD 4% |
| 56 | INDEPENDENT FINANCIAL GROUP, LLC | 15,16115,161 | $566,036 | — | — |
| 57 | Fifth Third Securities, Inc. | 14,59814,598 | $545,031 | — | TRIM -10% |
| 58 | Cetera Investment Advisers | 13,02013,020 | $486,092 | — | TRIM -5% |
| 59 | Meridian Financial Partners LLC | 12,64412,644 | $476,552 | — | — |
| 60 | GWN SECURITIES INC. | 11,73811,738 | $438,238 | — | TRIM -4% |
| 61 | AMERIPRISE FINANCIAL INC | 10,35710,357 | $386,679 | — | TRIM -36% |
| 62 | SAPIENT CAPITAL LLC | 9,9059,905 | $369,805 | — | — |
| 63 | COWA, LLC | 9,5969,596 | $358,267 | — | TRIM -2% |
| 64 | Gladstone Institutional Advisory LLC | 8,7348,734 | $326,084 | — | — |
| 65 | RITHOLTZ WEALTH MANAGEMENT | 8,0268,026 | $299,651 | — | NEW |
| 66 | Atria Investments, Inc | 7,3817,381 | $275,570 | — | TRIM -3% |
| 67 | Regal Investment Advisors LLC | 6,9256,925 | $258,561 | — | TRIM -10% |
| 68 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6,7476,747 | $251,899 | — | ADD 26% |
| 69 | Ellis Investment Partners, LLC | 6,7136,713 | $250,652 | — | ADD 3% |
| 70 | PARSONS CAPITAL MANAGEMENT INC/RI | 6,3936,393 | $238,683 | — | NEW |
| 71 | PARK AVENUE SECURITIES LLC | 6,0316,031 | $225,000 | — | NEW |
| 72 | MORGAN STANLEY | 5,8895,889 | $219,866 | — | ADD 771% |
| 73 | CREATIVE FINANCIAL DESIGNS INC /ADV | 5,7255,725 | $213,732 | — | TRIM -8% |
| 74 | GTS SECURITIES LLC | 5,6615,661 | $211,353 | — | NEW |
| 75 | Berkeley, Inc | 5,6175,617 | $209,711 | — | NEW |
| 76 | Allworth Financial LP | 2,6792,679 | $100,005 | — | — |
| 77 | Farther Finance Advisors, LLC | 2,6462,646 | $98,484 | — | ADD 12% |
| 78 | HARBOUR INVESTMENTS, INC. | 2,5632,563 | $95,690 | — | ADD 13% |
| 79 | Waverly Advisors, LLC | 2,4632,463 | $91,956 | — | NEW |
| 80 | FMR LLC | 2,3412,341 | $87,385 | — | ADD 347% |
| 81 | JPMORGAN CHASE & CO | 1,2691,269 | $46,351 | — | — |
| 82 | Independence Bank of Kentucky | 700700 | $26,135 | — | TRIM -10% |
| 83 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 531531 | $19,825 | — | NEW |
| 84 | Essential Partners LLC | 464464 | $17,323 | — | — |
| 85 | JONES FINANCIAL COMPANIES LLLP | 433433 | $15,757 | — | NEW |
| 86 | Advisory Services Network, LLC | 350350 | $13,067 | — | NEW |
| 87 | DHJJ Financial Advisors, Ltd. | 136136 | $5,092 | — | — |
| 88 | WELLS FARGO & COMPANY/MN | 6060 | $2,243 | — | NEW |
| 89 | VANGUARD ADVISERS INC | 4949 | $1,829 | — | NEW |
| 90 | FIFTH THIRD BANCORP | 1818 | $684 | — | 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 |
|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | — | — | 1.0M | 1.7M | 1.9M | 1.9M | $70M |
| Cambria Investment Management, L.P. | 297K | 591K | 626K | 891K | 1.2M | 1.3M | $50M |
| CWM, LLC | 508K | 499K | 587K | 721K | 810K | 885K | $33M |
| ROTHSCHILD INVESTMENT LLC | 478K | 513K | 530K | 525K | 558K | 584K | $22M |
| Intellus Advisors LLC | 509K | 539K | 551K | 561K | 569K | 571K | $21M |
| COMMONWEALTH EQUITY SERVICES, LLC | 342K | 358K | 376K | 411K | 485K | 497K | $19M |
| Empowered Funds, LLC | — | — | — | 287K | — | 461K | $17M |
| RAYMOND JAMES FINANCIAL INC | 441K | 447K | 476K | 479K | 451K | 451K | $17M |
| ALM First Financial Advisors, LLC | 448K | 483K | 483K | 483K | 483K | 483K | $16M |
| Longview Financial Advisors, Inc. | 347K | 414K | 432K | 374K | 379K | 397K | $15M |
| Focus Partners Wealth | 691K | 348K | 365K | 369K | 381K | 377K | $14M |
| Cambridge Investment Research Advisors, Inc. | 278K | 278K | 284K | 292K | 299K | 350K | $13M |
| LPL Financial LLC | 195K | 254K | 339K | 346K | 362K | 345K | $13M |
| Opus Capital Group, LLC | 313K | 310K | 307K | 304K | 303K | 289K | $11M |
| Verum Partners LLC | 178K | 209K | 180K | 197K | 220K | 270K | $10M |
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 | |
|---|---|---|---|
| Empowered Funds, LLC | +460,707 | $17M | OPEN |
| Encompass More Asset Management | +214,694 | $8M | OPEN |
| Cambria Investment Management, L.P. | +140,564 | $5M | ADD |
| UBS Group AG | +78,193 | $3M | ADD |
| CWM, LLC | +75,318 | $3M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| HighTower Advisors, LLC | −69,055 | $3M | TRIM |
| CoreFirst Bank & Trust | −51,713 | $2M | CLOSE |
| NewEdge Advisors, LLC | −36,923 | $1M | CLOSE |
| Equitable Holdings, Inc. | −35,104 | $1M | TRIM |
| INTEGRITY ALLIANCE, LLC. | −19,102 | $713,173 | CLOSE |
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 | 90 | 12,351,943 | — | $459M |
| 2025-Q4 | 81 | 11,078,825 | — | $360M |
| 2025-Q3 | 78 | 10,429,237 | — | $325M |
| 2025-Q2 | 77 | 10,810,267 | — | $316M |
| 2025-Q1 | 63 | 8,972,786 | — | $242M |
| 2024-Q4 | 61 | 9,550,150 | — | $241M |
| 2024-Q3 | 61 | 8,988,564 | — | $250M |
| 2024-Q2 | 62 | 7,464,579 | — | $198M |
| 2024-Q1 | 60 | 7,218,394 | — | $195M |
| 2023-Q4 | 53 | 6,369,128 | — | $164M |
| 2023-Q3 | 50 | 6,975,106 | — | $167M |
| 2023-Q2 | 48 | 6,011,391 | — | $144M |
| 2023-Q1 | 42 | 4,656,800 | — | $116M |
| 2022-Q4 | 36 | 3,217,364 | — | $77M |
| 2022-Q3 | 27 | 1,508,192 | — | $31M |
| 2022-Q2 | 21 | 1,426,265 | — | $33M |
| 2022-Q1 | 23 | 1,257,028 | — | $35M |
| 2021-Q4 | 22 | 726,405 | — | $20M |
| 2021-Q3 | 13 | 626,844 | — | $17M |
| 2021-Q2 | 14 | 650,816 | — | $18M |
| 2021-Q1 | 14 | 534,991 | — | $14M |
| 2020-Q4 | 12 | 567,835 | — | $14M |
| 2020-Q3 | 12 | 453,400 | — | $9M |
| 2020-Q2 | 13 | 433,364 | — | $8M |
| 2020-Q1 | 14 | 508,281 | — | $9M |
| 2019-Q4 | 14 | 691,970 | — | $17M |
| 2019-Q3 | 14 | 458,736 | — | $10M |
| 2019-Q2 | 14 | 434,918 | — | $10M |
| 2019-Q1 | 13 | 440,008 | — | $10M |
| 2018-Q4 | 12 | 488,602 | — | $11M |
| 2018-Q3 | 13 | 842,708 | — | $21M |
| 2018-Q2 | 13 | 1,030,174 | — | $26M |
| 2018-Q1 | 13 | 1,013,482 | — | $27M |
| 2017-Q4 | 12 | 1,226,462 | — | $32M |
| 2017-Q3 | 11 | 1,130,898 | — | $29M |
| 2017-Q2 | 12 | 1,131,171 | — | $27M |
| 2017-Q1 | 11 | 1,328,911 | — | $30M |
| 2016-Q4 | 13 | 380,349 | — | $8M |
| 2016-Q3 | 14 | 295,583 | — | $6M |
| 2016-Q2 | 11 | 233,786 | — | $5M |
| 2016-Q1 | 11 | 225,320 | — | $5M |
| 2015-Q4 | 16 | 255,398 | — | $5M |
| 2015-Q3 | 16 | 275,721 | — | $5M |
| 2015-Q2 | 16 | 278,334 | — | $6M |
| 2015-Q1 | 15 | 640,559 | — | $15M |
| 2014-Q4 | 18 | 498,389 | — | $11M |
| 2014-Q3 | 22 | 650,551 | — | $16M |
| 2014-Q2 | 17 | 523,266 | — | $14M |
| 2014-Q1 | 14 | 440,402 | — | $11M |
| 2013-Q4 | 5 | 384,046 | — | $10M |
