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Institutional ownership· 13F filers holding ICOW · 2026-Q1 methodology → sources →

188 holders

% of shares outstanding held

—

Shares held (13F)

28,660,892

Reporting holders

188

Top holders

largest 100 of 188 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	3,908,8633.9M	$166M	—	ADD 4%
2	MORGAN STANLEY	2,554,6442.6M	$108M	—	TRIM -11%
3	WELLS FARGO & COMPANY/MN	2,255,9222.3M	$96M	—	—
4	LPL Financial LLC	1,985,4152.0M	$84M	—	ADD 10%
5	Sequoia Financial Advisors, LLC	1,509,0971.5M	$64M	—	—
6	UBS Group AG	1,390,5001.4M	$59M	—	ADD 4%
7	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1,054,0491.1M	$45M	—	ADD 6%
8	Baird Financial Group, Inc.	988,530988,530	$42M	—	ADD 38%
9	ROYAL BANK OF CANADA	930,664930,664	$39M	—	ADD 127%
10	RAYMOND JAMES FINANCIAL INC	728,384728,384	$31M	—	ADD 8%
11	Cetera Investment Advisers	643,112643,112	$27M	—	TRIM -7%
12	Sepio Capital, LP	614,567614,567	$26M	—	TRIM -30%
13	JONES FINANCIAL COMPANIES LLLP	526,506526,506	$22M	—	ADD 35%
14	AlphaCore Capital LLC	460,564460,564	$20M	—	TRIM -6%
15	Teamwork Financial Advisors, LLC	457,093457,093	$19M	—	NEW
16	Pacer Advisors, Inc.	440,250440,250	$19M	—	TRIM -3%
17	ENVESTNET ASSET MANAGEMENT INC	394,670394,670	$17M	—	ADD 19%
18	HighTower Advisors, LLC	393,164393,164	$17M	—	—
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	349,727349,727	$15M	—	TRIM -27%
20	OSAIC HOLDINGS, INC.	329,652329,652	$14M	—	TRIM -5%
21	Cambridge Investment Research Advisors, Inc.	324,407324,407	$14M	—	ADD 12%
22	Longview Financial Advisors, Inc.	323,105323,105	$14M	—	ADD 4%
23	COMMONWEALTH EQUITY SERVICES, LLC	309,967309,967	$13M	—	ADD 5%
24	Commonwealth Financial Services, LLC	270,129270,129	$11M	—	ADD 7%
25	Modern Wealth Management, LLC	256,817256,817	$11M	—	TRIM -19%
26	Bank of New York Mellon Corp	231,855231,855	$10M	—	NEW
27	INDEPENDENT FINANCIAL GROUP, LLC	229,090229,090	$10M	—	ADD 2%
28	Fortis Advisors, LLC	198,733198,733	$8M	—	ADD 16%
29	ONE PLUS ONE WEALTH MANAGEMENT, LLC	162,888162,888	$7M	—	ADD 6%
30	Anson Capital, Inc.	160,089160,089	$7M	—	ADD 5%
31	Stratos Wealth Advisors, LLC	159,809159,809	$7M	—	ADD 2109%
32	Orion Porfolio Solutions, LLC	143,442143,442	$6M	—	TRIM -2%
33	Rockefeller Capital Management L.P.	135,205135,205	$6M	—	ADD 13%
34	CHANNEL WEALTH LLC	135,148135,148	$6M	—	ADD 3%
35	American Alpha Advisors, LLC	128,338128,338	$5M	—	ADD 4%
36	TRUSTMARK BANK TRUST DEPARTMENT	126,003126,003	$5M	—	TRIM -27%
37	Wealth Group Ltd	124,851124,851	$5M	—	TRIM -8%
38	MML INVESTORS SERVICES, LLC	122,392122,392	$5M	—	TRIM -8%
39	JANE STREET GROUP, LLC	111,525111,525	$5M	—	NEW
40	STIFEL FINANCIAL CORP	104,150104,150	$4M	—	ADD 17%
41	Investor's Fiduciary Advisor Network, LLC	103,195103,195	$4M	—	ADD 231%
42	Amplius Wealth Advisors, LLC	99,61799,617	$4M	—	TRIM -8%
43	Bleakley Financial Group, LLC	99,05099,050	$4M	—	ADD 3%
44	Summit Wealth Partners, LLC	97,02497,024	$4M	—	—
45	WealthPlan Investment Management, LLC	95,84695,846	$4M	—	TRIM -47%
46	CIBC WORLD MARKET INC.	95,54195,541	$4M	—	ADD 67%
47	AMERICAN FINANCIAL & TAX STRATEGIES INC	94,77094,770	$4M	—	TRIM -4%
48	Beacon Pointe Advisors, LLC	90,27390,273	$4M	—	ADD 8%
49	Kestra Advisory Services, LLC	86,84386,843	$4M	—	ADD 13%
50	CAPTRUST FINANCIAL ADVISORS	82,42282,422	$3M	—	—
51	Equitable Holdings, Inc.	90,21690,216	$3M	—	ADD 18%
52	Belpointe Asset Management LLC	74,11974,119	$3M	—	ADD 4%
53	Empowered Funds, LLC	73,41273,412	$3M	—	—
54	PRIVATE CLIENT SERVICES, LLC	72,41672,416	$3M	—	—
55	BigSur Wealth Management LLC	66,07866,078	$3M	—	ADD 31%
56	COZAD ASSET MANAGEMENT INC	64,98964,989	$3M	—	—
57	Mariner, LLC	63,37063,370	$3M	—	ADD 606%
58	WealthPLAN Partners, LLC	62,48862,488	$3M	—	TRIM -24%
59	Moors & Cabot, Inc.	53,75353,753	$2M	—	—
60	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	53,01553,015	$2M	—	—
61	WNY Asset Management, LLC	45,10345,103	$2M	—	NEW
62	CITIGROUP INC	41,14641,146	$2M	—	ADD 3%
63	TRUE Private Wealth Advisors	39,40139,401	$2M	—	ADD 5%
64	Ausdal Financial Partners, Inc.	39,27639,276	$2M	—	ADD 7%
65	Syntegra Private Wealth Group, LLC	38,28138,281	$2M	—	TRIM -14%
66	Wealthcare Advisory Partners LLC	36,35736,357	$2M	—	ADD 4%
67	FIFTH THIRD BANCORP	35,26535,265	$1M	—	NEW
68	ZEGA Investments, LLC	35,26235,262	$1M	—	NEW
69	World Investment Advisors	31,13931,139	$1M	—	—
70	Merit Financial Group, LLC	28,62928,629	$1M	—	—
71	Investment Partners Asset Management, Inc.	27,25227,252	$1M	—	—
72	LAKE STREET PRIVATE WEALTH, LLC	26,66626,666	$1M	—	ADD 6%
73	Advisory Services Network, LLC	25,91025,910	$1M	—	—
74	TRUIST FINANCIAL CORP	25,71925,719	$1M	—	TRIM -49%
75	Miller Global Investments, LLC	25,20425,204	$1M	—	TRIM -6%
76	Key Financial Inc	23,90523,905	$1M	—	ADD 11%
77	FIDUCIARY FINANCIAL GROUP, LLC	23,12423,124	$981,383	—	ADD 16%
78	Steward Partners Investment Advisory, LLC	21,86121,861	$927,781	—	TRIM -51%
79	Janney Montgomery Scott LLC	21,42321,423	$909,000	—	TRIM -2%
80	Unified Investment Management	21,31421,314	$904,559	—	—
81	Avantax Planning Partners, Inc.	21,30621,306	$904,227	—	—
82	JPMORGAN CHASE & CO	20,73020,730	$860,095	—	ADD 17%
83	KESTRA PRIVATE WEALTH SERVICES, LLC	19,64419,644	$833,688	—	ADD 9%
84	5T Wealth, LLC	18,99918,999	$806,326	—	ADD 6%
85	Brookwood Investment Group LLC	18,19318,193	$772,111	—	ADD 14%
86	Tripletail Wealth Management, LLC	17,98917,989	$769,929	—	TRIM -18%
87	BARRETT & COMPANY, INC.	17,77317,773	$754,290	—	—
88	OxenFree Capital LLC	16,86816,868	$738,987	—	NEW
89	Stratos Investment Management, LLC	17,28617,286	$733,637	—	TRIM -95%
90	Pacific Wealth Strategies Group, Inc.	16,38116,381	$695,210	—	NEW
91	Lewis Asset Management, LLC	15,73915,739	$667,963	—	NEW
92	Krilogy Financial LLC	14,40514,405	$634,273	—	—
93	Sanctuary Advisors, LLC	14,56914,569	$618,313	—	—
94	BAROMETER CAPITAL MANAGEMENT INC.	14,10014,100	$598,404	—	NEW
95	Sigma Planning Corp	13,63813,638	$578,812	—	TRIM -4%
96	NATIXIS ADVISORS, LLC	13,56013,560	$575,000	—	NEW
97	Gaddis Premier Wealth Advisors LLC	13,49413,494	$572,685	—	TRIM -4%
98	NewEdge Wealth, LLC	12,10212,102	$513,609	—	—
99	Next Level Private LLC	11,99611,996	$509,102	—	—
100	Sankala Group LLC	12,10312,103	$504,882	—	—

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

3.3M

3.0M

3.6M

3.7M

3.9M

$166M

MORGAN STANLEY

2.1M

2.2M

2.8M

2.9M

2.6M

$108M

WELLS FARGO & COMPANY/MN

1.9M

2.1M

2.3M

$96M

LPL Financial LLC

812K

1.0M

1.1M

1.3M

1.8M

2.0M

$84M

Sequoia Financial Advisors, LLC

—

1.5M

1.6M

1.5M

$64M

UBS Group AG

2.5M

1.7M

1.6M

1.5M

1.3M

1.4M

$59M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.8M

1.1M

1.0M

996K

994K

1.1M

$45M

Baird Financial Group, Inc.

715K

732K

607K

679K

716K

989K

$42M

ROYAL BANK OF CANADA

429K

453K

970K

432K

410K

931K

$39M

RAYMOND JAMES FINANCIAL INC

875K

522K

511K

618K

673K

728K

$31M

Cetera Investment Advisers

514K

526K

546K

649K

695K

643K

$27M

Sepio Capital, LP

772K

768K

820K

859K

877K

615K

$26M

JONES FINANCIAL COMPANIES LLLP

112K

192K

239K

291K

391K

527K

$22M

AlphaCore Capital LLC

—

426K

469K

467K

490K

461K

$20M

Teamwork Financial Advisors, LLC

—

457K

$19M

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.

Institutional footprint by quarter

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	188	28,660,892	—	$1.2B
2025-Q4	168	27,377,889	—	$1.1B
2025-Q3	157	26,421,226	—	$962M
2025-Q2	157	26,034,676	—	$886M
2025-Q1	154	26,941,966	—	$846M
2024-Q4	150	29,818,956	—	$870M
2024-Q3	153	35,285,937	—	$1.1B
2024-Q2	155	36,234,245	—	$1.1B
2024-Q1	150	41,378,364	—	$1.3B

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.

Institutional ownership· 13F filers holding ICOW · 2026-Q1 methodology → sources →

188 holders

% of shares outstanding held

—

Shares held (13F)

28,660,892

Reporting holders

188

Top holders

largest 100 of 188 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BANK OF AMERICA CORP /DE/	3,908,8633.9M	$166M	—	ADD 4%
2	MORGAN STANLEY	2,554,6442.6M	$108M	—	TRIM -11%
3	WELLS FARGO & COMPANY/MN	2,255,9222.3M	$96M	—	—
4	LPL Financial LLC	1,985,4152.0M	$84M	—	ADD 10%
5	Sequoia Financial Advisors, LLC	1,509,0971.5M	$64M	—	—
6	UBS Group AG	1,390,5001.4M	$59M	—	ADD 4%
7	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	1,054,0491.1M	$45M	—	ADD 6%
8	Baird Financial Group, Inc.	988,530988,530	$42M	—	ADD 38%
9	ROYAL BANK OF CANADA	930,664930,664	$39M	—	ADD 127%
10	RAYMOND JAMES FINANCIAL INC	728,384728,384	$31M	—	ADD 8%
11	Cetera Investment Advisers	643,112643,112	$27M	—	TRIM -7%
12	Sepio Capital, LP	614,567614,567	$26M	—	TRIM -30%
13	JONES FINANCIAL COMPANIES LLLP	526,506526,506	$22M	—	ADD 35%
14	AlphaCore Capital LLC	460,564460,564	$20M	—	TRIM -6%
15	Teamwork Financial Advisors, LLC	457,093457,093	$19M	—	NEW
16	Pacer Advisors, Inc.	440,250440,250	$19M	—	TRIM -3%
17	ENVESTNET ASSET MANAGEMENT INC	394,670394,670	$17M	—	ADD 19%
18	HighTower Advisors, LLC	393,164393,164	$17M	—	—
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	349,727349,727	$15M	—	TRIM -27%
20	OSAIC HOLDINGS, INC.	329,652329,652	$14M	—	TRIM -5%
21	Cambridge Investment Research Advisors, Inc.	324,407324,407	$14M	—	ADD 12%
22	Longview Financial Advisors, Inc.	323,105323,105	$14M	—	ADD 4%
23	COMMONWEALTH EQUITY SERVICES, LLC	309,967309,967	$13M	—	ADD 5%
24	Commonwealth Financial Services, LLC	270,129270,129	$11M	—	ADD 7%
25	Modern Wealth Management, LLC	256,817256,817	$11M	—	TRIM -19%
26	Bank of New York Mellon Corp	231,855231,855	$10M	—	NEW
27	INDEPENDENT FINANCIAL GROUP, LLC	229,090229,090	$10M	—	ADD 2%
28	Fortis Advisors, LLC	198,733198,733	$8M	—	ADD 16%
29	ONE PLUS ONE WEALTH MANAGEMENT, LLC	162,888162,888	$7M	—	ADD 6%
30	Anson Capital, Inc.	160,089160,089	$7M	—	ADD 5%
31	Stratos Wealth Advisors, LLC	159,809159,809	$7M	—	ADD 2109%
32	Orion Porfolio Solutions, LLC	143,442143,442	$6M	—	TRIM -2%
33	Rockefeller Capital Management L.P.	135,205135,205	$6M	—	ADD 13%
34	CHANNEL WEALTH LLC	135,148135,148	$6M	—	ADD 3%
35	American Alpha Advisors, LLC	128,338128,338	$5M	—	ADD 4%
36	TRUSTMARK BANK TRUST DEPARTMENT	126,003126,003	$5M	—	TRIM -27%
37	Wealth Group Ltd	124,851124,851	$5M	—	TRIM -8%
38	MML INVESTORS SERVICES, LLC	122,392122,392	$5M	—	TRIM -8%
39	JANE STREET GROUP, LLC	111,525111,525	$5M	—	NEW
40	STIFEL FINANCIAL CORP	104,150104,150	$4M	—	ADD 17%
41	Investor's Fiduciary Advisor Network, LLC	103,195103,195	$4M	—	ADD 231%
42	Amplius Wealth Advisors, LLC	99,61799,617	$4M	—	TRIM -8%
43	Bleakley Financial Group, LLC	99,05099,050	$4M	—	ADD 3%
44	Summit Wealth Partners, LLC	97,02497,024	$4M	—	—
45	WealthPlan Investment Management, LLC	95,84695,846	$4M	—	TRIM -47%
46	CIBC WORLD MARKET INC.	95,54195,541	$4M	—	ADD 67%
47	AMERICAN FINANCIAL & TAX STRATEGIES INC	94,77094,770	$4M	—	TRIM -4%
48	Beacon Pointe Advisors, LLC	90,27390,273	$4M	—	ADD 8%
49	Kestra Advisory Services, LLC	86,84386,843	$4M	—	ADD 13%
50	CAPTRUST FINANCIAL ADVISORS	82,42282,422	$3M	—	—
51	Equitable Holdings, Inc.	90,21690,216	$3M	—	ADD 18%
52	Belpointe Asset Management LLC	74,11974,119	$3M	—	ADD 4%
53	Empowered Funds, LLC	73,41273,412	$3M	—	—
54	PRIVATE CLIENT SERVICES, LLC	72,41672,416	$3M	—	—
55	BigSur Wealth Management LLC	66,07866,078	$3M	—	ADD 31%
56	COZAD ASSET MANAGEMENT INC	64,98964,989	$3M	—	—
57	Mariner, LLC	63,37063,370	$3M	—	ADD 606%
58	WealthPLAN Partners, LLC	62,48862,488	$3M	—	TRIM -24%
59	Moors & Cabot, Inc.	53,75353,753	$2M	—	—
60	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	53,01553,015	$2M	—	—
61	WNY Asset Management, LLC	45,10345,103	$2M	—	NEW
62	CITIGROUP INC	41,14641,146	$2M	—	ADD 3%
63	TRUE Private Wealth Advisors	39,40139,401	$2M	—	ADD 5%
64	Ausdal Financial Partners, Inc.	39,27639,276	$2M	—	ADD 7%
65	Syntegra Private Wealth Group, LLC	38,28138,281	$2M	—	TRIM -14%
66	Wealthcare Advisory Partners LLC	36,35736,357	$2M	—	ADD 4%
67	FIFTH THIRD BANCORP	35,26535,265	$1M	—	NEW
68	ZEGA Investments, LLC	35,26235,262	$1M	—	NEW
69	World Investment Advisors	31,13931,139	$1M	—	—
70	Merit Financial Group, LLC	28,62928,629	$1M	—	—
71	Investment Partners Asset Management, Inc.	27,25227,252	$1M	—	—
72	LAKE STREET PRIVATE WEALTH, LLC	26,66626,666	$1M	—	ADD 6%
73	Advisory Services Network, LLC	25,91025,910	$1M	—	—
74	TRUIST FINANCIAL CORP	25,71925,719	$1M	—	TRIM -49%
75	Miller Global Investments, LLC	25,20425,204	$1M	—	TRIM -6%
76	Key Financial Inc	23,90523,905	$1M	—	ADD 11%
77	FIDUCIARY FINANCIAL GROUP, LLC	23,12423,124	$981,383	—	ADD 16%
78	Steward Partners Investment Advisory, LLC	21,86121,861	$927,781	—	TRIM -51%
79	Janney Montgomery Scott LLC	21,42321,423	$909,000	—	TRIM -2%
80	Unified Investment Management	21,31421,314	$904,559	—	—
81	Avantax Planning Partners, Inc.	21,30621,306	$904,227	—	—
82	JPMORGAN CHASE & CO	20,73020,730	$860,095	—	ADD 17%
83	KESTRA PRIVATE WEALTH SERVICES, LLC	19,64419,644	$833,688	—	ADD 9%
84	5T Wealth, LLC	18,99918,999	$806,326	—	ADD 6%
85	Brookwood Investment Group LLC	18,19318,193	$772,111	—	ADD 14%
86	Tripletail Wealth Management, LLC	17,98917,989	$769,929	—	TRIM -18%
87	BARRETT & COMPANY, INC.	17,77317,773	$754,290	—	—
88	OxenFree Capital LLC	16,86816,868	$738,987	—	NEW
89	Stratos Investment Management, LLC	17,28617,286	$733,637	—	TRIM -95%
90	Pacific Wealth Strategies Group, Inc.	16,38116,381	$695,210	—	NEW
91	Lewis Asset Management, LLC	15,73915,739	$667,963	—	NEW
92	Krilogy Financial LLC	14,40514,405	$634,273	—	—
93	Sanctuary Advisors, LLC	14,56914,569	$618,313	—	—
94	BAROMETER CAPITAL MANAGEMENT INC.	14,10014,100	$598,404	—	NEW
95	Sigma Planning Corp	13,63813,638	$578,812	—	TRIM -4%
96	NATIXIS ADVISORS, LLC	13,56013,560	$575,000	—	NEW
97	Gaddis Premier Wealth Advisors LLC	13,49413,494	$572,685	—	TRIM -4%
98	NewEdge Wealth, LLC	12,10212,102	$513,609	—	—
99	Next Level Private LLC	11,99611,996	$509,102	—	—
100	Sankala Group LLC	12,10312,103	$504,882	—	—

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BANK OF AMERICA CORP /DE/

3.3M

3.0M

3.6M

3.7M

3.9M

$166M

MORGAN STANLEY

2.1M

2.2M

2.8M

2.9M

2.6M

$108M

WELLS FARGO & COMPANY/MN

1.9M

2.1M

2.3M

$96M

LPL Financial LLC

812K

1.0M

1.1M

1.3M

1.8M

2.0M

$84M

Sequoia Financial Advisors, LLC

—

1.5M

1.6M

1.5M

$64M

UBS Group AG

2.5M

1.7M

1.6M

1.5M

1.3M

1.4M

$59M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.8M

1.1M

1.0M

996K

994K

1.1M

$45M

Baird Financial Group, Inc.

715K

732K

607K

679K

716K

989K

$42M

ROYAL BANK OF CANADA

429K

453K

970K

432K

410K

931K

$39M

RAYMOND JAMES FINANCIAL INC

875K

522K

511K

618K

673K

728K

$31M

Cetera Investment Advisers

514K

526K

546K

649K

695K

643K

$27M

Sepio Capital, LP

772K

768K

820K

859K

877K

615K

$26M

JONES FINANCIAL COMPANIES LLLP

112K

192K

239K

291K

391K

527K

$22M

AlphaCore Capital LLC

—

426K

469K

467K

490K

461K

$20M

Teamwork Financial Advisors, LLC

—

457K

$19M

Institutional footprint by quarter

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	188	28,660,892	—	$1.2B
2025-Q4	168	27,377,889	—	$1.1B
2025-Q3	157	26,421,226	—	$962M
2025-Q2	157	26,034,676	—	$886M
2025-Q1	154	26,941,966	—	$846M
2024-Q4	150	29,818,956	—	$870M
2024-Q3	153	35,285,937	—	$1.1B
2024-Q2	155	36,234,245	—	$1.1B
2024-Q1	150	41,378,364	—	$1.3B

Short interest has its own tab now — open SI →

ICOW☆

Institutional ownership· 13F filers holding ICOW · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding ICOW · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

ICOW