% of shares outstanding is not shown for IAT: 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 IAT 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/ | 559K | 620K | 391K | 418K | 424K | 521K | $28M |
| WELLS FARGO & COMPANY/MN | 213K | 214K | 470K | 465K | 482K | 514K | $28M |
| JPMORGAN CHASE & CO | 343K | 359K | 361K | 752K | 372K | 384K | $20M |
| MORGAN STANLEY | 493K | 734K | 471K | 295K | 274K | 272K | $15M |
| LPL Financial LLC | 209K | 214K | 208K | 241K | 239K | 244K | $13M |
| ROYAL BANK OF CANADA | 330K | 288K | 489K | 343K | 222K | 194K | $10M |
| Lido Advisors, LLC | — | — | — | — | — | 191K | $10M |
| GW HENSSLER & ASSOCIATES LTD | — | — | — | 191K | 187K | 191K | $10M |
| TRUIST FINANCIAL CORP | 109K | 164K | 142K | 64K | 111K | 144K | $8M |
| US BANCORP \DE\ | 235K | 231K | 213K | 153K | 129K | 135K | $7M |
| UBS Group AG | 200K | 248K | 143K | 136K | 141K | 116K | $6M |
| RAYMOND JAMES FINANCIAL INC | 126K | 128K | 108K | 87K | 112K | 113K | $6M |
| GOLDMAN SACHS GROUP INC | 171K | 191K | 160K | 150K | 100K | 107K | $6M |
| Steward Partners Investment Advisory, LLC | 90K | 91K | 79K | 78K | 79K | 80K | $4M |
| JONES FINANCIAL COMPANIES LLLP | 41K | 57K | 75K | 78K | 80K | 82K | $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.
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 | |
|---|---|---|---|
| Lido Advisors, LLC | +190,938 | $10M | OPEN |
| BANK OF AMERICA CORP /DE/ | +97,510 | $5M | ADD |
| Independent Advisor Alliance | +57,854 | $3M | OPEN |
| TRUIST FINANCIAL CORP | +32,703 | $2M | ADD |
| WELLS FARGO & COMPANY/MN | +32,686 | $2M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | −58,586 | $3M | TRIM |
| BNP PARIBAS FINANCIAL MARKETS | −50,045 | $3M | TRIM |
| ROYAL BANK OF CANADA | −28,248 | $2M | TRIM |
| COMMONWEALTH EQUITY SERVICES, LLC | −25,224 | $1M | TRIM |
| UBS Group AG | −24,503 | $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).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 166 | 4,863,607 | — | $261M |
| 2025-Q4 | 171 | 4,641,020 | — | $256M |
| 2025-Q3 | 165 | 5,582,934 | — | $293M |
| 2025-Q2 | 166 | 6,517,667 | — | $323M |
| 2025-Q1 | 185 | 7,071,866 | — | $330M |
| 2024-Q4 | 194 | 6,625,515 | — | $334M |
| 2024-Q3 | 156 | 5,168,375 | — | $244M |
| 2024-Q2 | 148 | 4,960,714 | — | $206M |
| 2024-Q1 | 156 | 6,941,411 | — | $301M |
| 2023-Q4 | 182 | 7,936,374 | — | $332M |
| 2023-Q3 | 157 | 7,524,542 | — | $253M |
| 2023-Q2 | 155 | 11,615,675 | — | $393M |
| 2023-Q1 | 154 | 11,541,192 | — | $413M |
| 2022-Q4 | 139 | 8,709,373 | — | $415M |
| 2022-Q3 | 134 | 9,337,763 | — | $446M |
| 2022-Q2 | 140 | 10,171,080 | — | $501M |
| 2022-Q1 | 168 | 15,837,383 | — | $933M |
| 2021-Q4 | 161 | 15,722,378 | — | $971M |
| 2021-Q3 | 132 | 14,416,390 | — | $873M |
| 2021-Q2 | 132 | 5,712,017 | — | $329M |
| 2021-Q1 | 133 | 5,247,457 | — | $297M |
| 2020-Q4 | 107 | 2,192,460 | — | $100M |
| 2020-Q3 | 93 | 1,877,736 | — | $62M |
| 2020-Q2 | 96 | 2,206,504 | — | $75M |
| 2020-Q1 | 90 | 1,928,243 | — | $56M |
| 2019-Q4 | 110 | 2,306,999 | — | $118M |
| 2019-Q3 | 104 | 2,351,088 | — | $110M |
| 2019-Q2 | 115 | 3,379,516 | — | $156M |
| 2019-Q1 | 123 | 4,224,090 | — | $183M |
| 2018-Q4 | 116 | 5,210,384 | — | $208M |
| 2018-Q3 | 133 | 6,836,088 | — | $334M |
| 2018-Q2 | 137 | 7,183,506 | — | $352M |
| 2018-Q1 | 143 | 6,942,359 | — | $350M |
| 2017-Q4 | 124 | 6,076,318 | — | $299M |
| 2017-Q3 | 103 | 5,895,455 | — | $278M |
| 2017-Q2 | 112 | 5,814,382 | — | $265M |
| 2017-Q1 | 124 | 6,369,102 | — | $285M |
| 2016-Q4 | 110 | 6,179,455 | — | $278M |
| 2016-Q3 | 78 | 2,609,671 | — | $92M |
| 2016-Q2 | 75 | 3,681,151 | — | $119M |
| 2016-Q1 | 77 | 3,450,583 | — | $110M |
| 2015-Q4 | 88 | 5,578,182 | — | $240M |
| 2015-Q3 | 80 | 5,152,435 | — | $174M |
| 2015-Q2 | 84 | 5,319,877 | — | $195M |
| 2015-Q1 | 75 | 6,038,434 | — | $210M |
| 2014-Q4 | 74 | 7,091,661 | — | $248M |
| 2014-Q3 | 71 | 3,479,252 | — | $115M |
| 2014-Q2 | 72 | 4,329,896 | — | $150M |
| 2014-Q1 | 65 | 4,700,276 | — | $164M |
| 2013-Q4 | 60 | 4,656,011 | — | $153M |
| 2013-Q3 | 58 | 4,551,234 | — | $136M |
| 2013-Q2 | 46 | 4,856,560 | — | $142M |
| 2013-Q1 | 2 | 1,647,199 | — | $45M |
