% of shares outstanding is not shown for HODL: 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 HODL 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 | VAN ECK ASSOCIATES CORP | 5,698,6755.7M | $109M | — | ADD 13% |
| 2 | NEOS Investment Management LLC | 5,374,9075.4M | $103M | — | — |
| 3 | Tidal Investments LLC | 2,451,0582.5M | $47M | — | ADD 83% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,459,8711.5M | $28M | — | ADD 263% |
| 5 | Bouchey Financial Group Ltd | 957,597957,597 | $20M | — | ADD 39% |
| 6 | Berger Financial Group, Inc | 858,524858,524 | $16M | — | ADD 26% |
| 7 | SYON CAPITAL LLC | 728,768728,768 | $14M | — | NEW |
| 8 | ASSETMARK, INC | 626,385626,385 | $12M | — | ADD 4% |
| 9 | Gradient Investments LLC | 624,768624,768 | $12M | — | ADD 12% |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 340,390340,390 | $7M | — | ADD 48% |
| 11 | Farringdon Capital, Ltd. | 260,621260,621 | $5M | — | ADD 29% |
| 12 | FIRST TRUST ADVISORS LP | 216,749216,749 | $4M | — | — |
| 13 | Simplify Asset Management Inc. | 209,151209,151 | $4M | — | ADD 8% |
| 14 | Heck Capital Advisors, LLC | 202,943202,943 | $4M | — | ADD 8% |
| 15 | Steward Partners Investment Advisory, LLC | 197,421197,421 | $4M | — | ADD 62% |
| 16 | NORDEN GROUP LLC | 186,595186,595 | $4M | — | ADD 590% |
| 17 | MEITAV INVESTMENT HOUSE LTD | 167,062167,062 | $3M | — | ADD 45% |
| 18 | Addison Capital Co | 125,192125,192 | $2M | — | ADD 13% |
| 19 | STANSBERRY ASSET MANAGEMENT, LLC | 103,660103,660 | $2M | — | ADD 12% |
| 20 | Chicago Partners Investment Group LLC | 88,65488,654 | $2M | — | ADD 19% |
| 21 | Mattson Financial Services, LLC | 96,34396,343 | $2M | — | ADD 10% |
| 22 | Beacon Pointe Advisors, LLC | 95,34495,344 | $2M | — | NEW |
| 23 | JANE STREET GROUP, LLC | 88,15488,154 | $2M | — | TRIM -92% |
| 24 | Darwin Wealth Management, LLC | 78,38078,380 | $2M | — | NEW |
| 25 | Qube Research & Technologies Ltd | 74,09674,096 | $1M | — | NEW |
| 26 | Visionary Wealth Advisors | 60,68660,686 | $1M | — | ADD 30% |
| 27 | Sanctuary Advisors, LLC | 57,07057,070 | $1M | — | TRIM -3% |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 53,97053,970 | $1M | — | TRIM -7% |
| 29 | Accurate Wealth Management, LLC | 41,84541,845 | $868,175 | — | ADD 36% |
| 30 | MML INVESTORS SERVICES, LLC | 43,36143,361 | $830,797 | — | TRIM -64% |
| 31 | BANK OF AMERICA CORP /DE/ | 42,41842,418 | $812,729 | — | — |
| 32 | Brookstone Capital Management | 40,77640,776 | $781,268 | — | TRIM -40% |
| 33 | RENAISSANCE TECHNOLOGIES LLC | 38,80038,800 | $743,408 | — | TRIM -76% |
| 34 | EAGLE GLOBAL ADVISORS LLC | 38,40038,400 | $735,744 | — | ADD 26% |
| 35 | Syntegra Private Wealth Group, LLC | 36,75236,752 | $704,168 | — | — |
| 36 | Mason & Associates Inc | 37,42537,425 | $703,964 | — | NEW |
| 37 | AVALON CAPITAL MANAGEMENT | 36,70236,702 | $703,210 | — | TRIM -80% |
| 38 | Cambria Investment Management, L.P. | 36,53836,538 | $700,068 | — | ADD 11% |
| 39 | HighTower Advisors, LLC | 34,00234,002 | $651,478 | — | ADD 5% |
| 40 | Firestone Capital Management | 33,51033,510 | $642,052 | — | — |
| 41 | Banco BTG Pactual S.A. | 32,26332,263 | $618,159 | — | NEW |
| 42 | Csenge Advisory Group | 27,10927,109 | $519,408 | — | NEW |
| 43 | Samalin Investment Counsel, LLC | 25,51925,519 | $488,949 | — | ADD 4% |
| 44 | Stratos Wealth Partners, LTD. | 25,38125,381 | $486,300 | — | TRIM -33% |
| 45 | IRON Financial LLC | 24,67924,679 | $472,850 | — | ADD 6% |
| 46 | Financial Partners Group, Inc | 24,50824,508 | $469,571 | — | ADD 20% |
| 47 | Bank of New York Mellon Corp | 24,40524,405 | $467,590 | — | NEW |
| 48 | Apollon Wealth Management, LLC | 24,38524,385 | $467,217 | — | ADD 6% |
| 49 | Focus Partners Wealth | 23,82023,820 | $453,681 | — | TRIM -4% |
| 50 | FIRST FOUNDATION ADVISORS | 22,44522,445 | $430,046 | — | NEW |
| 51 | IEQ CAPITAL, LLC | 22,00022,000 | $421,520 | — | NEW |
| 52 | KRAEMATON INVESTMENT ADVISORS, INC | 21,50321,503 | $411,997 | — | ADD 18% |
| 53 | FRG Family Wealth Advisors LLC | 21,16821,168 | $405,579 | — | TRIM -8% |
| 54 | MADDEN SECURITIES Corp | 21,08021,080 | $403,893 | — | — |
| 55 | OneDigital Investment Advisors LLC | 19,64719,647 | $376,445 | — | TRIM -3% |
| 56 | Harel Insurance Investments & Financial Services Ltd. | 19,60319,603 | $376,000 | — | ADD 44% |
| 57 | Betterment LLC | 17,44317,443 | $334,000 | — | ADD 5% |
| 58 | Lifestyle Asset Management, Inc. | 17,26317,263 | $330,759 | — | ADD 36% |
| 59 | EnRich Financial Partners LLC | 17,24417,244 | $330,395 | — | — |
| 60 | Atria Investments, Inc | 16,95416,954 | $324,839 | — | ADD 76% |
| 61 | Invst, LLC | 15,97115,971 | $306,004 | — | NEW |
| 62 | COOKSON PEIRCE & CO INC | 15,80015,800 | $302,728 | — | — |
| 63 | Cambridge Investment Research Advisors, Inc. | 15,56915,569 | $298,000 | — | NEW |
| 64 | Advyzon Investment Management, LLC | 15,46215,462 | $296,252 | — | TRIM -5% |
| 65 | ROTHSCHILD INVESTMENT LLC | 15,00015,000 | $287,400 | — | TRIM -32% |
| 66 | IAMS WEALTH MANAGEMENT, LLC | 14,66214,662 | $280,924 | — | — |
| 67 | FLAGSTAR ADVISORS INC | 14,59514,595 | $279,640 | — | ADD 53% |
| 68 | Beaumont Financial Advisors, LLC | 14,58814,588 | $279,506 | — | — |
| 69 | MERCER GLOBAL ADVISORS INC /ADV | 14,07814,078 | $269,734 | — | ADD 2% |
| 70 | Avidian Wealth Enterprises, LLC | 14,02814,028 | $268,779 | — | NEW |
| 71 | XTX Topco Ltd | 13,28813,288 | $254,598 | — | NEW |
| 72 | TWIN FOCUS CAPITAL PARTNERS, LLC | 12,65012,650 | $242,374 | — | TRIM -56% |
| 73 | ENVESTNET ASSET MANAGEMENT INC | 12,45112,451 | $238,561 | — | TRIM -4% |
| 74 | Synergy Asset Management, LLC | 12,00412,004 | $229,997 | — | — |
| 75 | Rede Wealth, LLC | 11,93911,939 | $228,751 | — | TRIM -17% |
| 76 | Paladin Wealth, LLC | 11,53111,531 | $220,934 | — | NEW |
| 77 | Archer Investment Management, LLC | 11,14411,144 | $213,519 | — | NEW |
| 78 | Evercore Wealth Management, LLC | 11,00011,000 | $210,760 | — | NEW |
| 79 | Almanack Investment Partners, LLC. | 10,36010,360 | $198,498 | — | TRIM -74% |
| 80 | Meridian Wealth Management, LLC | 10,03010,030 | $192,175 | — | TRIM -3% |
| 81 | Pioneer Family Office, LLC | 8,0008,000 | $153,280 | — | TRIM -44% |
| 82 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 6,3806,380 | $122,241 | — | ADD 78% |
| 83 | MAI Capital Management | 5,9575,957 | $114,137 | — | — |
| 84 | Strategic Wealth Partners, Ltd. | 4,1144,114 | $78,824 | — | — |
| 85 | CLEAR INVESTMENT RESEARCH, LLC | 3,1573,157 | $60,488 | — | NEW |
| 86 | Wilkerson Advisory Group LLC | 2,9512,951 | $56,541 | — | ADD 112% |
| 87 | Parallel Advisors, LLC | 2,9032,903 | $55,636 | — | TRIM -58% |
| 88 | CWM, LLC | 2,8662,866 | $54,913 | — | ADD 10% |
| 89 | Turim 21 Investimentos Ltda. | 2,7082,708 | $51,885 | — | — |
| 90 | HIGHLINE WEALTH PARTNERS LLC | 2,5002,500 | $47,900 | — | — |
| 91 | Farther Finance Advisors, LLC | 2,3252,325 | $44,824 | — | TRIM -31% |
| 92 | Ritter Daniher Financial Advisory LLC / DE | 2,2082,208 | $42,306 | — | — |
| 93 | Bogart Wealth, LLC | 1,6871,687 | $32,323 | — | — |
| 94 | Scarborough Advisors, LLC | 1,2351,235 | $23,663 | — | — |
| 95 | McIlrath & Eck, LLC | 1,1551,155 | $22,130 | — | ADD 28% |
| 96 | NewEdge Advisors, LLC | 20,55320,553 | $20,553 | — | TRIM -59% |
| 97 | Destiny Wealth Partners, LLC | 1,0521,052 | $20,156 | — | NEW |
| 98 | EverSource Wealth Advisors, LLC | 913913 | $17,493 | — | — |
| 99 | JPMORGAN CHASE & CO | 915915 | $17,218 | — | NEW |
| 100 | Newton One Investments LLC | 518518 | $9,925 | — | TRIM -72% |
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 |
|---|---|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | 1.1M | 4.7M | 3.9M | 4.1M | 5.0M | 5.7M | $109M |
| NEOS Investment Management LLC | 95K | 1.3M | 2.9M | 6.0M | 5.4M | 5.4M | $103M |
| Tidal Investments LLC | 161K | 553K | 637K | 466K | 1.3M | 2.5M | $47M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2K | 172K | 142K | 33K | 402K | 1.5M | $28M |
| Bouchey Financial Group Ltd | — | — | — | — | 687K | 958K | $20M |
| Berger Financial Group, Inc | 101K | 581K | 622K | 644K | 681K | 859K | $16M |
| SYON CAPITAL LLC | 73K | 590K | 77K | — | — | 729K | $14M |
| ASSETMARK, INC | 17K | 94K | 115K | 322K | 604K | 626K | $12M |
| Gradient Investments LLC | 56K | 304K | 348K | 447K | 555K | 625K | $12M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | — | — | — | — | 230K | 340K | $7M |
| Farringdon Capital, Ltd. | 20K | 111K | 151K | 143K | 202K | 261K | $5M |
| FIRST TRUST ADVISORS LP | 39K | 141K | 181K | 205K | 220K | 217K | $4M |
| Simplify Asset Management Inc. | — | 121K | 249K | 235K | 193K | 209K | $4M |
| Heck Capital Advisors, LLC | — | — | — | 194K | 188K | 203K | $4M |
| Steward Partners Investment Advisory, LLC | 50 | 200 | 37K | 85K | 122K | 197K | $4M |
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 | 126 | 22,736,751 | — | $437M |
| 2025-Q4 | 133 | 19,503,025 | — | $482M |
| 2025-Q3 | 124 | 16,549,460 | — | $536M |
| 2025-Q2 | 110 | 12,585,037 | — | $384M |
| 2025-Q1 | 87 | 10,658,869 | — | $249M |
| 2024-Q4 | 81 | 2,642,085 | — | $279M |
| 2024-Q3 | 53 | 2,696,676 | — | $197M |
| 2024-Q2 | 49 | 2,249,127 | — | $153M |
| 2024-Q1 | 30 | 2,055,053 |
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 | |
|---|---|---|---|
| Tidal Investments LLC | +1,113,746 | $21M | ADD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +1,058,171 | $20M | ADD |
| SYON CAPITAL LLC | +728,768 | $14M | OPEN |
| VAN ECK ASSOCIATES CORP | +662,449 | $13M | ADD |
| Bouchey Financial Group Ltd | +270,698 | $5M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| JANE STREET GROUP, LLC | −954,151 | $18M | TRIM |
| AVALON CAPITAL MANAGEMENT | −146,137 | $3M | TRIM |
| RENAISSANCE TECHNOLOGIES LLC | −120,300 | $2M | TRIM |
| Shelter Rock Management, LLC | −96,442 | $2M | CLOSE |
| MML INVESTORS SERVICES, LLC | −77,237 | $1M | 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).
| — |
| $165M |
