% of shares outstanding is not shown for IEO: 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 IEO 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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 384K | 401K | 356K | 342K | 277K | 309K | $39M |
| BNP PARIBAS FINANCIAL MARKETS | — | — | 50K | — | — | 201K | $25M |
| Bank Pictet & Cie (Europe) AG | — | — | — | — | — | 157K | $20M |
| LPL Financial LLC | 112K | 114K | 101K | 101K | 95K | 128K | $16M |
| BANK OF AMERICA CORP /DE/ | 131K | 146K | 141K | 147K | 95K | 117K | $15M |
| WELLS FARGO & COMPANY/MN | 123K | 115K | 98K | 112K | 110K | 95K | $12M |
| EP Wealth Advisors, LLC | 82K | 82K | 82K | — | 79K | 79K | $10M |
| ROYAL BANK OF CANADA | 80K | 58K | 92K | 48K | 57K | 61K | $8M |
| ENVESTNET ASSET MANAGEMENT INC | 59K | 69K | 70K | 56K | 58K | 59K | $7M |
| COMMONWEALTH EQUITY SERVICES, LLC | 57K | 55K | 53K | 51K | 52K | 55K | $7M |
| UBS Group AG | 62K | 67K | 60K | 40K | 43K | 50K | $6M |
| Mader & Shannon Wealth Management, Inc. | — | — | — | — | — | 47K | $6M |
| AMERIPRISE FINANCIAL INC | 49K | 58K | 54K | 54K | 53K | 44K | $5M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10K | 12K | 24K | 17K | 17K | 44K | $5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 33K | 46K | 15K | 38K | 10K | 44K | $5M |
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 | |
|---|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | +201,000 | $25M | OPEN |
| Bank Pictet & Cie (Europe) AG | +157,250 | $20M | OPEN |
| NewEdge Advisors, LLC | +50,154 | $6M | ADD |
| Mader & Shannon Wealth Management, Inc. | +46,648 | $6M | OPEN |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +33,657 | $4M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | −40,629 | $5M | TRIM |
| Stegent Equity Advisors, Inc. | −17,687 | $2M | TRIM |
| BEARING POINT CAPITAL, LLC | −14,888 | $2M | CLOSE |
| WELLS FARGO & COMPANY/MN | −14,847 | $2M | TRIM |
| Audent Global Asset Management, LLC | −11,797 | $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 | 169 | 2,346,811 | — | $287M |
| 2025-Q4 | 154 | 1,802,688 | — | $161M |
| 2025-Q3 | 151 | 1,945,691 | — | $180M |
| 2025-Q2 | 153 | 2,114,189 | — | $187M |
| 2025-Q1 | 156 | 2,403,834 | — | $227M |
| 2024-Q4 | 160 | 2,501,374 | — | $225M |
| 2024-Q3 | 167 | 2,586,345 | — | $237M |
| 2024-Q2 | 182 | 2,864,709 | — | $285M |
| 2024-Q1 | 174 | 3,881,854 | — | $415M |
| 2023-Q4 | 178 | 5,770,555 | — | $541M |
| 2023-Q3 | 182 | 6,209,595 | — | $600M |
| 2023-Q2 | 152 | 2,742,249 | — | $232M |
| 2023-Q1 | 164 | 3,366,382 | — | $289M |
| 2022-Q4 | 177 | 5,593,345 | — | $518M |
| 2022-Q3 | 162 | 4,975,436 | — | $414M |
| 2022-Q2 | 151 | 5,287,770 | — | $412M |
| 2022-Q1 | 133 | 4,801,452 | — | $404M |
| 2021-Q4 | 99 | 2,327,026 | — | $143M |
| 2021-Q3 | 92 | 2,223,019 | — | $129M |
| 2021-Q2 | 103 | 3,344,910 | — | $192M |
| 2021-Q1 | 92 | 1,741,409 | — | $85M |
| 2020-Q4 | 74 | 1,437,354 | — | $52M |
| 2020-Q3 | 73 | 1,193,672 | — | $32M |
| 2020-Q2 | 85 | 2,434,521 | — | $82M |
| 2020-Q1 | 73 | 1,208,211 | — | $31M |
| 2019-Q4 | 83 | 1,886,920 | — | $105M |
| 2019-Q3 | 83 | 1,460,896 | — | $75M |
| 2019-Q2 | 91 | 1,680,009 | — | $94M |
| 2019-Q1 | 89 | 1,594,197 | — | $93M |
| 2018-Q4 | 92 | 3,532,715 | — | $183M |
| 2018-Q3 | 98 | 3,657,037 | — | $278M |
| 2018-Q2 | 99 | 3,453,012 | — | $256M |
| 2018-Q1 | 88 | 3,055,595 | — | $194M |
| 2017-Q4 | 88 | 2,409,933 | — | $157M |
| 2017-Q3 | 79 | 4,023,128 | — | $236M |
| 2017-Q2 | 81 | 3,702,321 | — | $203M |
| 2017-Q1 | 81 | 3,824,068 | — | $234M |
| 2016-Q4 | 87 | 2,621,312 | — | $172M |
| 2016-Q3 | 79 | 2,485,389 | — | $153M |
| 2016-Q2 | 93 | 2,692,968 | — | $152M |
| 2016-Q1 | 87 | 4,123,607 | — | $213M |
| 2015-Q4 | 87 | 3,333,713 | — | $177M |
| 2015-Q3 | 85 | 3,079,030 | — | $172M |
| 2015-Q2 | 84 | 2,441,221 | — | $172M |
| 2015-Q1 | 93 | 2,704,182 | — | $198M |
| 2014-Q4 | 97 | 2,810,786 | — | $202M |
| 2014-Q3 | 85 | 2,643,847 | — | $230M |
| 2014-Q2 | 86 | 2,376,328 | — | $231M |
| 2014-Q1 | 75 | 1,988,574 | — | $169M |
| 2013-Q4 | 67 | 1,882,000 | — | $155M |
| 2013-Q3 | 57 | 1,610,878 | — | $126M |
| 2013-Q2 | 59 | 1,458,503 | — | $104M |
| 2013-Q1 | 6 | 151,270 | — | $11M |
