% of shares outstanding is not shown for IEI: 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 lands with its cohort — the cohort is size-matched, so it needs a market cap for IEI in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 18,817,98618.8M | $2.2B | — | ADD 6% |
| 2 | BANK OF AMERICA CORP /DE/ | 9,242,6729.2M | $1.1B | — | ADD 40% |
| 3 | CAPTRUST FINANCIAL ADVISORS | 6,258,2336.3M | $742M | — | ADD 6% |
| 4 | Invesco Ltd. | 4,292,1004.3M | $509M | — | — |
| 5 | Financial Engines Advisors L.L.C. | 4,231,5324.2M | $502M | — | — |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 3,835,7773.8M | $455M | — | — |
| 7 | ASSETMARK, INC | 3,352,4253.4M | $398M | — | ADD 10% |
| 8 | FMR LLC | 3,146,9743.1M | $373M | — | ADD 260% |
| 9 | UBS Group AG | 2,985,1273.0M | $354M | — | ADD 31% |
| 10 | MORGAN STANLEY | 2,855,0642.9M | $339M | — | ADD 3% |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | +2,627,948 | $312M | ADD |
| FMR LLC | +2,271,791 | $269M | ADD |
| Mariner, LLC | +1,542,184 | $183M | ADD |
| JPMORGAN CHASE & CO | +1,123,569 | $133M | ADD |
| UBS Group AG | +713,363 | $85M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Corient Private Wealth LLC | −493,512 | $59M | TRIM |
| Johnson Financial Group, Inc. | −467,148 | $55M | TRIM |
| Clarity Financial LLC | −437,743 | $52M | TRIM |
| AlphaQuest LLC | −403,902 | $48M | CLOSE |
| Bank Julius Baer & Co. Ltd, Zurich | −360,753 | $43M | TRIM |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 10.5M | 12.1M | 12.0M | 33.0M | 17.7M | 18.8M | $2.2B |
| BANK OF AMERICA CORP /DE/ | 6.8M | 7.7M | 6.8M | 7.0M | 6.6M | 9.2M | $1.1B |
| CAPTRUST FINANCIAL ADVISORS | 3.2M | 3.5M | 3.7M | 5.6M | 5.9M | 6.3M | $742M |
| Invesco Ltd. | 6.4M | 6.4M | 4.3M | 4.3M | 4.3M | 4.3M | $509M |
| Financial Engines Advisors L.L.C. | 4.2M | 4.1M | 4.0M | 4.3M | 4.3M | 4.2M | $502M |
| ENVESTNET ASSET MANAGEMENT INC | 3.7M | 3.7M | 3.4M | 3.7M | 3.9M | 3.8M | $455M |
| ASSETMARK, INC | 2.1M | 2.3M | 2.5M | 2.9M | 3.1M | 3.4M | $398M |
| FMR LLC | 3.0M | 1.1M | 1.0M | 948K | 875K | 3.1M | $373M |
| UBS Group AG | 1.7M | 1.7M | 2.2M | 2.1M | 2.3M | 3.0M | $354M |
| MORGAN STANLEY | 2.7M | 3.2M | 3.0M | 3.0M | 2.8M | 2.9M | $339M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
