% of shares outstanding is not shown for IIM: 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 IIM 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/ | 1.7M | 1.8M | 1.8M | 1.6M | 1.7M | 1.2M | $15M |
| GUGGENHEIM CAPITAL LLC | 797K | 787K | 788K | 910K | 1.1M | 1.0M | $13M |
| Hennion & Walsh Asset Management, Inc. | 966K | 775K | 729K | 828K | 635K | 713K | $9M |
| MORGAN STANLEY | 561K | 643K | 667K | 666K | 675K | 682K | $8M |
| WELLS FARGO & COMPANY/MN | 333K | 404K | 469K | 590K | 571K | 598K | $7M |
| UBS Group AG | 536K | 582K | 605K | 584K | 588K | 589K | $7M |
| VAN ECK ASSOCIATES CORP | 352K | 231K | 230K | 236K | 241K | 262K | $3M |
| RAYMOND JAMES FINANCIAL INC | 194K | 204K | 197K | 214K | 246K | 260K | $3M |
| Wagner Wealth Management, LLC | 39K | 50K | 71K | 130K | 233K | 256K | $3M |
| Arkadios Wealth Advisors | — | — | — | — | — | 234K | $3M |
| LPL Financial LLC | 247K | 265K | 172K | 295K | 242K | 186K | $2M |
| Cetera Investment Advisers | 149K | 146K | 158K | 156K | 157K | 170K | $2M |
| HUB Investment Partners, LLC | — | — | — | — | 169K | 170K | $2M |
| COMMONWEALTH EQUITY SERVICES, LLC | 134K | 142K | 144K | 144K | 154K | 165K | $2M |
| STIFEL FINANCIAL CORP | 71K | 108K | 104K | 99K | 108K | 106K | $1M |
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 | |
|---|---|---|---|
| Arkadios Wealth Advisors | +234,328 | $3M | OPEN |
| Hennion & Walsh Asset Management, Inc. | +77,990 | $948,358 | ADD |
| Retirement Planning Group, LLC | +45,552 | $553,912 | OPEN |
| LexAurum Advisors, LLC | +43,704 | $531,441 | OPEN |
| WELLS FARGO & COMPANY/MN | +27,006 | $328,393 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | −473,614 | $6M | TRIM |
| ROBINSON CAPITAL MANAGEMENT, LLC | −232,777 | $3M | CLOSE |
| Advisors Asset Management, Inc. | −88,912 | $1M | TRIM |
| GUGGENHEIM CAPITAL LLC | −74,964 | $911,562 | TRIM |
| LPL Financial LLC | −55,613 | $676,254 | 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 | 95 | 8,223,036 | — | $99M |
| 2025-Q4 | 94 | 8,767,586 | — | $108M |
| 2025-Q3 | 87 | 8,735,765 | — | $108M |
| 2025-Q2 | 89 | 8,985,472 | — | $105M |
| 2025-Q1 | 88 | 9,271,060 | — | $112M |
| 2024-Q4 | 100 | 10,156,066 | — | $121M |
| 2024-Q3 | 94 | 10,126,264 | — | $130M |
| 2024-Q2 | 98 | 11,063,906 | — | $137M |
| 2024-Q1 | 95 | 12,295,322 | — | $147M |
| 2023-Q4 | 95 | 10,615,772 | — | $125M |
| 2023-Q3 | 89 | 8,983,724 | — | $94M |
| 2023-Q2 | 85 | 8,861,866 | — | $105M |
| 2023-Q1 | 86 | 8,364,403 | — | $102M |
| 2022-Q4 | 98 | 8,538,211 | — | $102M |
| 2022-Q3 | 91 | 7,155,998 | — | $82M |
| 2022-Q2 | 88 | 7,060,310 | — | $91M |
| 2022-Q1 | 88 | 6,519,247 | — | $91M |
| 2021-Q4 | 84 | 6,376,252 | — | $109M |
| 2021-Q3 | 88 | 6,729,541 | — | $110M |
| 2021-Q2 | 86 | 7,353,640 | — | $121M |
| 2021-Q1 | 87 | 8,801,216 | — | $138M |
| 2020-Q4 | 95 | 9,268,087 | — | $145M |
| 2020-Q3 | 95 | 9,620,692 | — | $141M |
| 2020-Q2 | 98 | 10,050,980 | — | $145M |
| 2020-Q1 | 102 | 8,440,035 | — | $119M |
| 2019-Q4 | 90 | 4,961,613 | — | $73M |
| 2019-Q3 | 83 | 4,917,794 | — | $76M |
| 2019-Q2 | 81 | 5,134,835 | — | $78M |
| 2019-Q1 | 86 | 5,004,218 | — | $72M |
| 2018-Q4 | 88 | 7,333,728 | — | $99M |
| 2018-Q3 | 87 | 8,561,199 | — | $118M |
| 2018-Q2 | 92 | 9,008,505 | — | $127M |
| 2018-Q1 | 83 | 7,730,708 | — | $112M |
| 2017-Q4 | 80 | 7,940,582 | — | $118M |
| 2017-Q3 | 77 | 7,129,928 | — | $106M |
| 2017-Q2 | 75 | 4,328,535 | — | $66M |
| 2017-Q1 | 77 | 5,026,465 | — | $73M |
| 2016-Q4 | 76 | 4,199,820 | — | $61M |
| 2016-Q3 | 69 | 3,031,377 | — | $49M |
| 2016-Q2 | 66 | 2,525,483 | — | $45M |
| 2016-Q1 | 60 | 2,310,600 | — | $39M |
| 2015-Q4 | 62 | 2,410,016 | — | $39M |
| 2015-Q3 | 57 | 2,074,004 | — | $32M |
| 2015-Q2 | 63 | 2,714,574 | — | $39M |
| 2015-Q1 | 58 | 2,481,130 | — | $42M |
| 2014-Q4 | 59 | 2,332,368 | — | $40M |
| 2014-Q3 | 59 | 2,914,847 | — | $50M |
| 2014-Q2 | 59 | 2,572,365 | — | $45M |
| 2014-Q1 | 60 | 2,474,822 | — | $44M |
| 2013-Q4 | 66 | 2,758,082 | — | $45M |
| 2013-Q3 | 57 | 3,212,125 | — | $52M |
| 2013-Q2 | 60 | 2,970,864 | — | $49M |
| 2013-Q1 | 2 | 101,836 | — | $2M |
