% of shares outstanding is not shown for GCOW: 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 GCOW 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 |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 7.3M | 7.0M | 7.4M | 7.6M | 7.9M | 8.1M | $375M |
| MORGAN STANLEY | 4.7M | 5.0M | 5.3M | 5.3M | 5.4M | 5.3M | $245M |
| LPL Financial LLC | 2.5M | 2.8M | 3.0M | 3.1M | 3.3M | 3.5M | $162M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.7M | 3.5M | 3.5M | 3.1M | 2.5M | 2.4M | $111M |
| RAYMOND JAMES FINANCIAL INC | 1.7M | 1.9M | 2.0M | 2.0M | 2.1M | 2.1M | $96M |
| WADDELL & ASSOCIATES, LLC | — | — | — | — | — | 2.1M | $96M |
| WELLS FARGO & COMPANY/MN | 1.3M | 1.4M | 1.5M | 1.5M | 1.4M | 1.9M | $89M |
| ROYAL BANK OF CANADA | 865K | 895K | 2.2M | 1.2M | 1.2M | 1.7M | $79M |
| Cetera Investment Advisers | 394K | 395K | 385K | 1.0M | 1.3M | 1.5M | $69M |
| Hamilton Wealth, LLC | — | 580K | 104K | 114K | 383K | 1.3M | $59M |
| JONES FINANCIAL COMPANIES LLLP | 317K | 503K | 659K | 778K | 969K | 1.2M | $53M |
| UBS Group AG | 959K | 1.0M | 1.0M | 925K | 820K | 950K | $44M |
| Orion Porfolio Solutions, LLC | 256K | 303K | 523K | 639K | 723K | 949K | $44M |
| Cambridge Investment Research Advisors, Inc. | 917K | 916K | 766K | 782K | 832K | 909K | $42M |
| STIFEL FINANCIAL CORP | 555K | 772K | 710K | 726K | 760K | 821K | $38M |
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 | |
|---|---|---|---|
| WADDELL & ASSOCIATES, LLC | +2,068,689 | $96M | OPEN |
| Hamilton Wealth, LLC | +888,023 | $41M | ADD |
| ROYAL BANK OF CANADA | +546,241 | $25M | ADD |
| WELLS FARGO & COMPANY/MN | +523,047 | $24M | ADD |
| AE Wealth Management LLC | +286,511 | $13M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| J.W. COLE ADVISORS, INC. | −162,543 | $8M | CLOSE |
| MORGAN STANLEY | −109,161 | $5M | TRIM |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | −75,969 | $4M | TRIM |
| Insight Advisors, LLC/ PA | −74,732 | $3M | CLOSE |
| KESTRA PRIVATE WEALTH SERVICES, LLC | −42,046 | $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 | 240 | 45,893,415 | — | $2.1B |
| 2025-Q4 | 219 | 38,986,756 | — | $1.6B |
| 2025-Q3 | 210 | 37,962,889 | — | $1.5B |
| 2025-Q2 | 211 | 38,274,579 | — | $1.5B |
| 2025-Q1 | 211 | 36,648,816 | — | $1.4B |
| 2024-Q4 | 199 | 34,611,127 | — | $1.2B |
| 2024-Q3 | 191 | 34,401,851 | — | $1.3B |
| 2024-Q2 | 184 | 34,407,289 | — | $1.1B |
| 2024-Q1 | 183 | 44,512,988 | — | $1.5B |
| 2023-Q4 | 176 | 40,698,106 | — | $1.4B |
| 2023-Q3 | 156 | 35,698,828 | — | $1.2B |
| 2023-Q2 | 149 | 35,122,510 | — | $1.2B |
| 2023-Q1 | 134 | 32,438,166 | — | $1.1B |
| 2022-Q4 | 114 | 22,091,872 | — | $698M |
| 2022-Q3 | 94 | 17,838,877 | — | $477M |
| 2022-Q2 | 84 | 12,504,285 | — | $385M |
| 2022-Q1 | 49 | 4,811,868 | — | $161M |
| 2021-Q4 | 36 | 2,408,488 | — | $76M |
| 2021-Q3 | 38 | 2,375,859 | — | $71M |
| 2021-Q2 | 40 | 2,356,293 | — | $74M |
| 2021-Q1 | 33 | 2,200,868 | — | $68M |
| 2020-Q4 | 37 | 2,400,153 | — | $69M |
| 2020-Q3 | 37 | 2,635,068 | — | $65M |
| 2020-Q2 | 33 | 2,728,822 | — | $69M |
| 2020-Q1 | 32 | 3,483,782 | — | $79M |
| 2019-Q4 | 36 | 3,733,339 | — | $117M |
| 2019-Q3 | 38 | 4,248,855 | — | $126M |
| 2019-Q2 | 35 | 4,265,074 | — | $130M |
| 2019-Q1 | 30 | 4,108,213 | — | $126M |
| 2018-Q4 | 29 | 4,011,998 | — | $112M |
| 2018-Q3 | 29 | 3,862,772 | — | $120M |
| 2018-Q2 | 29 | 3,494,012 | — | $106M |
| 2018-Q1 | 25 | 3,271,420 | — | $100M |
| 2017-Q4 | 21 | 1,973,607 | — | $62M |
| 2017-Q3 | 22 | 1,790,739 | — | $54M |
| 2017-Q2 | 24 | 1,775,957 | — | $52M |
| 2017-Q1 | 18 | 1,587,516 | — | $45M |
| 2016-Q4 | 16 | 1,091,386 | — | $29M |
| 2016-Q3 | 14 | 588,488 | — | $16M |
| 2016-Q2 | 7 | 163,168 | — | $4M |
| 2016-Q1 | 5 | 26,984 | — | $728,000 |
