% of shares outstanding is not shown for IFV: 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 IFV 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 | 1.5M | 818K | 828K | 1.7M | 1.7M | 1.3M | $32M |
| WELLS FARGO & COMPANY/MN | 451K | 419K | 606K | 724K | 1.1M | 989K | $25M |
| NewEdge Advisors, LLC | 491K | 102K | 122K | 529K | 521K | 236K | $14M |
| RAYMOND JAMES FINANCIAL INC | 1.3M | 367K | 316K | 319K | 306K | 521K | $13M |
| BANK OF AMERICA CORP /DE/ | 188K | 173K | 216K | 248K | 288K | 315K | $8M |
| Kingsview Wealth Management, LLC | — | — | — | — | — | 299K | $8M |
| Prospera Financial Services Inc | 114K | 113K | 103K | 102K | 97K | 299K | $8M |
| Cambridge Investment Research Advisors, Inc. | 49K | 52K | 196K | 214K | 232K | 269K | $7M |
| UBS Group AG | 88K | 75K | 90K | 130K | 167K | 228K | $6M |
| BENJAMIN EDWARDS INC | — | — | — | — | — | 226K | $6M |
| LPL Financial LLC | 424K | 251K | 201K | 221K | 210K | 223K | $6M |
| Trueblood Wealth Management, LLC | 56K | 76K | 82K | 87K | 91K | 96K | $2M |
| Genesee Capital Advisors, LLC | 123K | 136K | 138K | 138K | 101K | 95K | $2M |
| Virtus Wealth Solutions LLC | — | — | — | — | — | 90K | $2M |
| STIFEL FINANCIAL CORP | 36K | 33K | 35K | 69K | 83K | 82K | $2M |
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 | |
|---|---|---|---|
| Kingsview Wealth Management, LLC | +299,475 | $8M | OPEN |
| BENJAMIN EDWARDS INC | +226,457 | $6M | OPEN |
| RAYMOND JAMES FINANCIAL INC | +214,541 | $5M | ADD |
| Prospera Financial Services Inc | +202,153 | $5M | ADD |
| Virtus Wealth Solutions LLC | +90,094 | $2M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MORGAN STANLEY | −410,118 | $10M | TRIM |
| NewEdge Advisors, LLC | −284,591 | $7M | TRIM |
| WELLS FARGO & COMPANY/MN | −105,728 | $3M | TRIM |
| Wagner Wealth Management, Corp | −63,644 | $2M | CLOSE |
| Pine Valley Investments Ltd Liability Co | −34,109 | $861,068 | 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 | 63 | 6,039,809 | — | $161M |
| 2025-Q4 | 52 | 5,551,458 | — | $138M |
| 2025-Q3 | 50 | 5,017,897 | — | $123M |
| 2025-Q2 | 49 | 3,672,315 | — | $84M |
| 2025-Q1 | 49 | 3,377,568 | — | $68M |
| 2024-Q4 | 52 | 6,904,281 | — | $132M |
| 2024-Q3 | 54 | 7,172,453 | — | $151M |
| 2024-Q2 | 58 | 7,160,888 | — | $141M |
| 2024-Q1 | 55 | 11,636,200 | — | $233M |
| 2023-Q4 | 57 | 9,904,262 | — | $194M |
| 2023-Q3 | 57 | 9,731,985 | — | $173M |
| 2023-Q2 | 53 | 10,558,751 | — | $191M |
| 2023-Q1 | 55 | 9,892,064 | — | $171M |
| 2022-Q4 | 63 | 8,230,916 | — | $131M |
| 2022-Q3 | 58 | 5,593,263 | — | $90M |
| 2022-Q2 | 65 | 5,861,201 | — | $104M |
| 2022-Q1 | 60 | 5,994,885 | — | $125M |
| 2021-Q4 | 68 | 6,224,909 | — | $145M |
| 2021-Q3 | 74 | 7,421,525 | — | $169M |
| 2021-Q2 | 70 | 7,451,064 | — | $184M |
| 2021-Q1 | 65 | 7,708,592 | — | $177M |
| 2020-Q4 | 63 | 7,535,680 | — | $167M |
| 2020-Q3 | 61 | 6,810,508 | — | $128M |
| 2020-Q2 | 60 | 9,939,643 | — | $168M |
| 2020-Q1 | 62 | 11,670,587 | — | $160M |
| 2019-Q4 | 73 | 16,016,053 | — | $342M |
| 2019-Q3 | 70 | 15,567,705 | — | $296M |
| 2019-Q2 | 75 | 17,790,621 | — | $352M |
| 2019-Q1 | 79 | 19,182,528 | — | $368M |
| 2018-Q4 | 83 | 16,863,830 | — | $294M |
| 2018-Q3 | 89 | 24,794,690 | — | $503M |
| 2018-Q2 | 84 | 28,528,713 | — | $594M |
| 2018-Q1 | 87 | 28,457,430 | — | $630M |
| 2017-Q4 | 80 | 27,320,739 | — | $607M |
| 2017-Q3 | 66 | 25,347,989 | — | $541M |
| 2017-Q2 | 69 | 22,930,041 | — | $450M |
| 2017-Q1 | 65 | 21,366,115 | — | $409M |
| 2016-Q4 | 70 | 15,263,786 | — | $260M |
| 2016-Q3 | 66 | 15,164,791 | — | $265M |
| 2016-Q2 | 71 | 15,978,710 | — | $265M |
| 2016-Q1 | 73 | 17,602,067 | — | $300M |
| 2015-Q4 | 79 | 23,008,561 | — | $410M |
| 2015-Q3 | 72 | 22,006,174 | — | $377M |
| 2015-Q2 | 66 | 30,876,892 | — | $603M |
| 2015-Q1 | 37 | 6,375,857 | — | $129M |
| 2014-Q4 | 17 | 2,169,782 | — | $39M |
| 2014-Q3 | 14 | 1,376,989 | — | $26M |
