% of shares outstanding is not shown for IAI: 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 IAI 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 | Harel Insurance Investments & Financial Services Ltd. | 1,810,2361.8M | $297M | — | ADD 54% |
| 2 | Fisher Asset Management, LLC | 614,447614,447 | $101M | — | TRIM -3% |
| 3 | MORGAN STANLEY | 406,319406,319 | $67M | — | — |
| 4 | TWO SIGMA INVESTMENTS, LP | 292,100292,100 | $48M | — | ADD 134% |
| 5 | WELLS FARGO & COMPANY/MN | 230,213230,213 | $38M | — | TRIM -16% |
| 6 | MML INVESTORS SERVICES, LLC | 202,545202,545 | $33M | — | TRIM -15% |
| 7 | AMERIPRISE FINANCIAL INC | 201,934201,934 | $33M | — | ADD 53% |
| 8 | BANK OF AMERICA CORP /DE/ | 166,791166,791 | $27M | — | TRIM -6% |
| 9 | LPL Financial LLC | 140,579140,579 | $23M | — | TRIM -69% |
| 10 | AlphaCore Capital LLC | 118,393118,393 | $19M | — | TRIM -27% |
| 11 | OSAIC HOLDINGS, INC. | 105,754105,754 | $17M | — | TRIM -7% |
| 12 | ROYAL BANK OF CANADA | 90,53390,533 | $15M | — | — |
| 13 | UBS Group AG | 85,06785,067 | $14M | — | TRIM -3% |
| 14 | Equitable Holdings, Inc. | 82,97382,973 | $14M | — | ADD 293% |
| 15 | MinichMacGregor Wealth Management, LLC | 69,75569,755 | $11M | — | ADD 7% |
| 16 | Prospera Financial Services Inc | 69,69469,694 | $11M | — | ADD 12% |
| 17 | Advisory Services Network, LLC | 64,60664,606 | $11M | — | TRIM -16% |
| 18 | WESPAC Advisors SoCal, LLC | 59,71059,710 | $10M | — | TRIM -40% |
| 19 | Well Done, LLC | 49,73049,730 | $8M | — | ADD 6% |
| 20 | RAYMOND JAMES FINANCIAL INC | 48,01748,017 | $8M | — | TRIM -19% |
| 21 | HighTower Advisors, LLC | 43,07943,079 | $7M | — | TRIM -29% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,35340,353 | $7M | — | NEW |
| 23 | STIFEL FINANCIAL CORP | 39,88139,881 | $7M | — | TRIM -62% |
| 24 | Cadent Capital Advisors, LLC | 38,49538,495 | $6M | — | ADD 10% |
| 25 | Prostatis Group LLC | 32,92632,926 | $5M | — | TRIM -45% |
| 26 | Steward Partners Investment Advisory, LLC | 31,26531,265 | $5M | — | TRIM -9% |
| 27 | McGuire Investment Group, LLC | 31,04531,045 | $5M | — | — |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 27,17527,175 | $4M | — | ADD 8% |
| 29 | Janney Montgomery Scott LLC | 26,97926,979 | $4M | — | ADD 7% |
| 30 | Tower Research Capital LLC (TRC) | 26,58626,586 | $4M | — | ADD 3403% |
| 31 | ENVESTNET ASSET MANAGEMENT INC | 23,87223,872 | $4M | — | ADD 47% |
| 32 | SFI Advisors, LLC | 22,56322,563 | $4M | — | TRIM -43% |
| 33 | COTTONWOOD CAPITAL ADVISORS, LLC | 21,93921,939 | $4M | — | ADD 9% |
| 34 | Cetera Investment Advisers | 21,81021,810 | $4M | — | ADD 33% |
| 35 | CX Institutional | 20,63820,638 | $3M | — | ADD 1690% |
| 36 | Nan Shan Life Insurance Co., Ltd. | 20,58020,580 | $3M | — | NEW |
| 37 | ARS Investment Partners, LLC | 20,16420,164 | $3M | — | ADD 27% |
| 38 | Tudor Financial Inc. | 18,83518,835 | $3M | — | — |
| 39 | 1 NORTH WEALTH SERVICES LLC | 18,54418,544 | $3M | — | — |
| 40 | HERITAGE OAK WEALTH ADVISORS LLC | 16,03116,031 | $3M | — | ADD 10% |
| 41 | Cambridge Investment Research Advisors, Inc. | 16,00116,001 | $3M | — | ADD 114% |
| 42 | Qube Research & Technologies Ltd | 15,43615,436 | $3M | — | TRIM -20% |
| 43 | JONES FINANCIAL COMPANIES LLLP | 15,89715,897 | $3M | — | ADD 27% |
| 44 | Baker Avenue Asset Management, LP | 15,18315,183 | $2M | — | — |
| 45 | Quadrature Capital Ltd | 14,03314,033 | $2M | — | NEW |
| 46 | PCG Wealth Advisors, LLC | 14,00914,009 | $2M | — | ADD 9% |
| 47 | JANE STREET GROUP, LLC | 13,33413,334 | $2M | — | ADD 245% |
| 48 | VALICENTI ADVISORY SERVICES INC | 12,96012,960 | $2M | — | NEW |
| 49 | GREAT VALLEY ADVISOR GROUP, INC. | 11,24611,246 | $2M | — | TRIM -4% |
| 50 | MGO ONE SEVEN LLC | 11,24111,241 | $2M | — | NEW |
| 51 | MENORA MIVTACHIM HOLDINGS LTD. | 11,00011,000 | $2M | — | NEW |
| 52 | TRUIST FINANCIAL CORP | 10,67710,677 | $2M | — | TRIM -9% |
| 53 | Mariner, LLC | 9,7789,778 | $2M | — | ADD 6% |
| 54 | Pinnacle Financial Partners, Inc. | 9,6139,613 | $2M | — | ADD 22% |
| 55 | &PARTNERS | 8,5258,525 | $1M | — | TRIM -5% |
| 56 | Genesee Capital Advisors, LLC | 8,5208,520 | $1M | — | TRIM -5% |
| 57 | Robinson Value Management, Ltd. | 8,0618,061 | $1M | — | TRIM -7% |
| 58 | MERCER GLOBAL ADVISORS INC /ADV | 8,0448,044 | $1M | — | ADD 502% |
| 59 | CITADEL ADVISORS LLC | 7,3677,367 | $1M | — | ADD 122% |
| 60 | Baird Financial Group, Inc. | 7,3397,339 | $1M | — | TRIM -2% |
| 61 | INTEGRITY ALLIANCE, LLC. | 7,2697,269 | $1M | — | ADD 17% |
| 62 | Jackson Wealth Management, LLC | 6,5656,565 | $1M | — | ADD 2% |
| 63 | Outlook Wealth Advisors, LLC | 5,9595,959 | $978,385 | — | TRIM -3% |
| 64 | RHODES INVESTMENT ADVISORS INC /ADV | 5,7805,780 | $948,960 | — | — |
| 65 | MUIRFIELD WEALTH ADVISORS LLC | 5,6685,668 | $930,566 | — | ADD 9% |
| 66 | FLOW TRADERS U.S. LLC | 5,6395,639 | $926,000 | — | NEW |
| 67 | Atria Investments, Inc | 5,4825,482 | $900,035 | — | TRIM -4% |
| 68 | Global Financial Private Client, LLC | 5,3975,397 | $886,079 | — | ADD 6% |
| 69 | Allworth Financial LP | 5,3545,354 | $878,948 | — | TRIM -12% |
| 70 | Apeiron RIA LLC | 5,3275,327 | $874,587 | — | — |
| 71 | Lido Advisors, LLC | 5,2545,254 | $862,602 | — | TRIM -30% |
| 72 | GOLDMAN SACHS GROUP INC | 5,2515,251 | $862,109 | — | NEW |
| 73 | Signature Equity Partners, LLC | 5,1595,159 | $847,073 | — | ADD 11% |
| 74 | HRT FINANCIAL LP | 4,9714,971 | $816,000 | — | ADD 62% |
| 75 | Rockefeller Capital Management L.P. | 4,8434,843 | $795,200 | — | ADD 511% |
| 76 | Fifth Third Securities, Inc. | 4,6414,641 | $761,959 | — | TRIM -26% |
| 77 | JPMORGAN CHASE & CO | 4,7464,746 | $757,881 | — | ADD 6% |
| 78 | Kovack Advisors, Inc. | 4,5824,582 | $755,240 | — | ADD 99% |
| 79 | Bank of New York Mellon Corp | 4,4674,467 | $733,310 | — | ADD 130% |
| 80 | FMR LLC | 4,3284,328 | $710,625 | — | — |
| 81 | WBI INVESTMENTS, LLC | 4,1974,197 | $689,039 | — | ADD 243% |
| 82 | ASSETMARK, INC | 4,0924,092 | $671,852 | — | TRIM -15% |
| 83 | Aprio Wealth Management, LLC | 4,0764,076 | $669,268 | — | TRIM -14% |
| 84 | SOUTHERN CAPITAL ADVISORS, LLC | 3,9513,951 | $648,746 | — | ADD 6% |
| 85 | Signal Advisors Wealth, LLC | 3,8193,819 | $627,070 | — | — |
| 86 | Sanctuary Advisors, LLC | 3,7813,781 | $620,769 | — | TRIM -3% |
| 87 | OPPENHEIMER & CO INC | 3,5313,531 | $579,720 | — | TRIM -52% |
| 88 | XTX Topco Ltd | 3,5103,510 | $576,272 | — | ADD 182% |
| 89 | Kestra Advisory Services, LLC | 3,1333,133 | $514,304 | — | TRIM -9% |
| 90 | SeaCrest Wealth Management, LLC | 3,0263,026 | $496,879 | — | ADD 9% |
| 91 | ALPINE WOODS CAPITAL INVESTORS, LLC | 3,0003,000 | $492,540 | — | — |
| 92 | Kesler, Norman & Wride, LLC | 2,8562,856 | $468,898 | — | — |
| 93 | GTS SECURITIES LLC | 2,8282,828 | $464,301 | — | NEW |
| 94 | Cassady Wealth & Retirement Planning, LLC | 2,4982,498 | $440,837 | — | — |
| 95 | Blueshift Asset Management, LLC | 2,6252,625 | $430,972 | — | NEW |
| 96 | DAVENPORT & Co LLC | 2,4572,457 | $403,390 | — | TRIM -47% |
| 97 | Kingsview Wealth Management, LLC | 2,3532,353 | $386,361 | — | NEW |
| 98 | D. E. Shaw & Co., Inc. | 2,2292,229 | $365,957 | — | — |
| 99 | Summit Financial, LLC | 2,1492,149 | $352,899 | — | TRIM -12% |
| 100 | Glen Eagle Advisors, LLC | 2,1252,125 | $348,883 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | — | 640K | 640K | 640K | 1.2M | 1.8M | $297M |
| Fisher Asset Management, LLC | 746K | 710K | 684K | 658K | 635K | 614K | $101M |
| MORGAN STANLEY | 385K | 470K | 462K | 419K | 407K | 406K | $67M |
| TWO SIGMA INVESTMENTS, LP | 27K | 197K | 202K | 249K | 125K | 292K | $48M |
| WELLS FARGO & COMPANY/MN | 116K | 166K | 159K | 213K | 276K | 230K | $38M |
| MML INVESTORS SERVICES, LLC | 206K | 149K | 204K | 207K | 238K | 203K | $33M |
| AMERIPRISE FINANCIAL INC | 105K | 162K | 119K | 123K | 132K | 202K | $33M |
| BANK OF AMERICA CORP /DE/ | 1.1M | 178K | 312K | 329K | 177K | 167K | $27M |
| LPL Financial LLC | 203K | 111K | 374K | 429K | 447K | 141K | $23M |
| AlphaCore Capital LLC | — | — | — | — | 163K | 118K | $19M |
| OSAIC HOLDINGS, INC. | 98K | 92K | 210K | 107K | 114K | 106K | $17M |
| ROYAL BANK OF CANADA | 128K | 90K | 180K | 97K | 91K | 91K | $15M |
| UBS Group AG | 109K | 70K | 81K | 118K | 88K | 85K | $14M |
| Equitable Holdings, Inc. | — | 2K | 5K | 23K | 21K | 83K | $14M |
| MinichMacGregor Wealth Management, LLC | 80K | 51K | 64K | 65K | 65K | 70K | $11M |
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 | |
|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | +631,500 | $104M | ADD |
| TWO SIGMA INVESTMENTS, LP | +167,200 | $27M | ADD |
| AMERIPRISE FINANCIAL INC | +70,280 | $12M | ADD |
| Equitable Holdings, Inc. | +61,859 | $10M | ADD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +40,353 | $7M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| LPL Financial LLC | −306,303 | $50M | TRIM |
| Chicago Wealth Management, Inc. | −77,697 | $13M | TRIM |
| STIFEL FINANCIAL CORP | −65,169 | $11M | TRIM |
| WELLS FARGO & COMPANY/MN | −45,347 | $7M | TRIM |
| Jump Financial, LLC | −44,840 | $7M | 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 | 171 | 5,889,362 | — | $966M |
| 2025-Q4 | 191 | 5,750,066 | — | $1.0B |
| 2025-Q3 | 184 | 5,540,093 | — | $979M |
| 2025-Q2 | 182 | 5,466,744 | — | $922M |
| 2025-Q1 | 178 | 5,815,823 | — | $815M |
| 2024-Q4 | 182 | 9,750,238 | — | $1.4B |
| 2024-Q3 | 151 | 9,049,153 | — | $1.2B |
| 2024-Q2 | 134 | 7,506,634 | — | $878M |
| 2024-Q1 | 90 | 2,340,017 | — | $271M |
| 2023-Q4 | 85 | 3,141,996 | — | $341M |
| 2023-Q3 | 83 | 3,090,429 | — | $283M |
| 2023-Q2 | 84 | 4,390,439 | — | $398M |
| 2023-Q1 | 110 | 6,202,589 | — | $568M |
| 2022-Q4 | 114 | 6,095,319 | — | $587M |
| 2022-Q3 | 93 | 3,789,875 | — | $324M |
| 2022-Q2 | 92 | 2,834,480 | — | $238M |
| 2022-Q1 | 109 | 3,604,276 | — | $360M |
| 2021-Q4 | 121 | 5,046,182 | — | $554M |
| 2021-Q3 | 114 | 4,414,885 | — | $460M |
| 2021-Q2 | 93 | 5,593,117 | — | $571M |
| 2021-Q1 | 70 | 2,003,041 | — | $184M |
| 2020-Q4 | 57 | 1,142,206 | — | $91M |
| 2020-Q3 | 46 | 658,091 | — | $41M |
| 2020-Q2 | 43 | 764,355 | — | $46M |
| 2020-Q1 | 54 | 1,535,289 | — | $79M |
| 2019-Q4 | 65 | 2,248,528 | — | $154M |
| 2019-Q3 | 65 | 2,278,412 | — | $146M |
| 2019-Q2 | 62 | 2,325,816 | — | $147M |
| 2019-Q1 | 64 | 2,204,299 | — | $130M |
| 2018-Q4 | 64 | 2,184,374 | — | $122M |
| 2018-Q3 | 69 | 3,159,956 | — | $194M |
| 2018-Q2 | 74 | 4,339,068 | — | $280M |
| 2018-Q1 | 69 | 3,068,467 | — | $201M |
| 2017-Q4 | 55 | 1,602,250 | — | $100M |
| 2017-Q3 | 48 | 1,376,423 | — | $79M |
| 2017-Q2 | 49 | 1,358,463 | — | $72M |
| 2017-Q1 | 53 | 1,871,514 | — | $96M |
| 2016-Q4 | 51 | 2,620,353 | — | $130M |
| 2016-Q3 | 38 | 1,094,137 | — | $45M |
| 2016-Q2 | 33 | 1,003,126 | — | $36M |
| 2016-Q1 | 39 | 1,457,787 | — | $55M |
| 2015-Q4 | 50 | 4,189,954 | — | $174M |
| 2015-Q3 | 50 | 4,198,117 | — | $162M |
| 2015-Q2 | 52 | 5,919,465 | — | $260M |
| 2015-Q1 | 53 | 4,233,813 | — | $181M |
| 2014-Q4 | 57 | 3,837,332 | — | $164M |
| 2014-Q3 | 48 | 3,340,833 | — | $131M |
| 2014-Q2 | 49 | 3,281,996 | — | $123M |
| 2014-Q1 | 48 | 4,302,218 | — | $166M |
| 2013-Q4 | 35 | 2,876,582 | — | $111M |
| 2013-Q3 | 24 | 2,148,704 | — | $70M |
| 2013-Q2 | 17 | 1,986,955 | — | $61M |
| 2013-Q1 | 2 | 107,300 | — | $3M |
