% of shares outstanding is not shown for IJH: 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 IJH in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 128,823,592128.8M | $8.7B | — | ADD 3% |
| 2 | BANK OF AMERICA CORP /DE/ | 67,162,98267.2M | $4.5B | — | TRIM -3% |
| 3 | Bank of New York Mellon Corp | 58,734,17358.7M | $4.0B | — | — |
| 4 | WELLS FARGO & COMPANY/MN | 53,508,39353.5M | $3.6B | — | ADD 2% |
| 5 | FMR LLC | 52,974,65553.0M | $3.6B | — | ADD 11% |
| 6 | GOLDMAN SACHS GROUP INC | 40,473,49740.5M | $2.7B | — | ADD 37% |
| 7 | MORGAN STANLEY | 36,882,22636.9M | $2.5B | — | — |
| 8 | RAYMOND JAMES FINANCIAL INC | 36,437,01136.4M | $2.5B | — | — |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 36,038,87536.0M | $2.4B | — | ADD 5% |
| 10 | BlackRock, Inc. | 27,964,90428.0M | $1.9B | — | ADD 5% |
| 11 | UBS Group AG | 24,237,02924.2M | $1.6B | — | ADD 5% |
| 12 | NORTHERN TRUST CORP | 23,838,14823.8M | $1.6B | — | — |
| 13 | LPL Financial LLC | 23,069,37723.1M | $1.6B | — | TRIM -21% |
| 14 | ROYAL BANK OF CANADA | 22,027,23822.0M | $1.5B | — | TRIM -13% |
| 15 | JPMORGAN CHASE & CO | 16,820,23616.8M | $1.1B | — | ADD 4% |
| 16 | Mariner, LLC | 16,112,54716.1M | $1.1B | — | ADD 7% |
| 17 | PNC FINANCIAL SERVICES GROUP, INC. | 15,872,63915.9M | $1.1B | — | — |
| 18 | First Command Advisory Services, Inc. | 15,798,65015.8M | $1.1B | — | — |
| 19 | Acorns Advisers, LLC | 13,833,26513.8M | $934M | — | — |
| 20 | REGIONS FINANCIAL CORP | 10,146,01210.1M | $685M | — | — |
| 21 | TRUIST FINANCIAL CORP | 9,954,22510.0M | $672M | — | ADD 7% |
| 22 | KEYBANK NATIONAL ASSOCIATION/OH | 9,151,0439.2M | $618M | — | — |
| 23 | AMERIPRISE FINANCIAL INC | 8,695,1318.7M | $587M | — | TRIM -2% |
| 24 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 8,565,2588.6M | $578M | — | TRIM -24% |
| 25 | Millburn Ridgefield LLC /DE/ | 8,281,6138.3M | $559M | — | ADD 6% |
| 26 | Catalyst Capital Advisors LLC | 8,281,6138.3M | $559M | — | ADD 6% |
| 27 | JONES FINANCIAL COMPANIES LLLP | 8,269,7708.3M | $549M | — | ADD 21% |
| 28 | Financial Engines Advisors L.L.C. | 7,899,2747.9M | $533M | — | TRIM -4% |
| 29 | &PARTNERS | 7,777,8037.8M | $526M | — | ADD 11% |
| 30 | HighTower Advisors, LLC | 7,735,2227.7M | $522M | — | — |
| 31 | Wealthspire Advisors, LLC | 7,709,4307.7M | $521M | — | — |
| 32 | FIFTH THIRD BANCORP | 7,404,6977.4M | $500M | — | ADD 58% |
| 33 | Pathstone Holdings, LLC | 7,085,0877.1M | $478M | — | — |
| 34 | BANK OF MONTREAL /CAN/ | 6,683,6076.7M | $451M | — | — |
| 35 | Starboard Value LP | 5,830,6565.8M | $394M | — | ADD 11% |
| 36 | BRIDGES INVESTMENT MANAGEMENT INC | 5,782,1885.8M | $390M | — | TRIM -4% |
| 37 | Municipal Employees' Retirement System of Michigan | 5,705,0455.7M | $385M | — | ADD 24% |
| 38 | Cerity Partners LLC | 5,668,2645.7M | $383M | — | ADD 11% |
| 39 | MAI Capital Management | 5,482,0465.5M | $370M | — | — |
| 40 | Alesco Advisors, LLC, An ESL Co | 5,389,6875.4M | $364M | — | — |
| 41 | US BANCORP \DE\ | 5,076,4315.1M | $343M | — | — |
| 42 | Corient Private Wealth LLC | 4,920,1354.9M | $329M | — | TRIM -48% |
| 43 | COMMONWEALTH EQUITY SERVICES, LLC | 4,857,6474.9M | $328M | — | TRIM -6% |
| 44 | Creative Planning | 4,838,5494.8M | $327M | — | — |
| 45 | Circle Wealth Management, LLC | 4,587,0954.6M | $310M | — | — |
| 46 | DAVIS R M INC | 3,660,2763.7M | $247M | — | ADD 3% |
| 47 | Baird Financial Group, Inc. | 3,539,4163.5M | $239M | — | ADD 2% |
| 48 | Cetera Investment Advisers | 3,532,9593.5M | $239M | — | TRIM -3% |
| 49 | FRANKLIN RESOURCES INC | 3,139,5453.1M | $212M | — | — |
| 50 | OSAIC HOLDINGS, INC. | 3,119,2703.1M | $211M | — | ADD 9% |
| 51 | Rockefeller Capital Management L.P. | 3,114,6963.1M | $210M | — | ADD 8% |
| 52 | Valeo Financial Advisors, LLC | 3,212,9803.2M | $210M | — | TRIM -4% |
| 53 | CITIZENS FINANCIAL GROUP INC/RI | 3,056,9603.1M | $206M | — | — |
| 54 | Steward Partners Investment Advisory, LLC | 3,052,1633.1M | $206M | — | — |
| 55 | MML INVESTORS SERVICES, LLC | 2,896,4732.9M | $196M | — | TRIM -12% |
| 56 | First Financial Bankshares Inc | 2,865,2492.9M | $193M | — | — |
| 57 | Bleakley Financial Group, LLC | 2,560,1442.6M | $173M | — | ADD 38% |
| 58 | BLB&B Advisors, LLC | 2,556,6022.6M | $173M | — | ADD 3% |
| 59 | STIFEL FINANCIAL CORP | 2,520,9642.5M | $170M | — | — |
| 60 | Haverford Trust Co | 2,482,0542.5M | $168M | — | TRIM -4% |
| 61 | Focus Partners Wealth | 2,471,0802.5M | $167M | — | ADD 2% |
| 62 | Alaska Permanent Capital Management, LLC | 2,368,5052.4M | $160M | — | ADD 7% |
| 63 | Sand Hill Global Advisors, LLC | 2,349,1942.3M | $159M | — | ADD 3% |
| 64 | Atlantic Union Bankshares Corp | 2,342,2482.3M | $158M | — | TRIM -4% |
| 65 | CAPTRUST FINANCIAL ADVISORS | 2,276,3022.3M | $154M | — | TRIM -2% |
| 66 | Cresset Asset Management, LLC | 2,162,7432.2M | $146M | — | ADD 2% |
| 67 | BNP PARIBAS FINANCIAL MARKETS | 2,161,0452.2M | $146M | — | ADD 742% |
| 68 | Members Trust Co | 2,134,4582.1M | $144M | — | — |
| 69 | Mesirow Financial Investment Management, Inc. | 2,063,9352.1M | $139M | — | ADD 251% |
| 70 | SWF LLC | 2,026,0212.0M | $137M | — | ADD 8% |
| 71 | CAHABA WEALTH MANAGEMENT, INC. | 2,020,6592.0M | $136M | — | ADD 3% |
| 72 | SIGMA INVESTMENT COUNSELORS INC | 1,958,0832.0M | $132M | — | TRIM -4% |
| 73 | MERCER GLOBAL ADVISORS INC /ADV | 1,939,5541.9M | $131M | — | TRIM -15% |
| 74 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,014,4962.0M | $130M | — | TRIM -21% |
| 75 | FARMERS & MERCHANTS INVESTMENTS INC | 1,885,2651.9M | $127M | — | ADD 3% |
| 76 | Hamilton Capital, LLC | 1,854,4311.9M | $125M | — | ADD 2% |
| 77 | WHITTIER TRUST CO | 1,821,9781.8M | $125M | — | — |
| 78 | Badgley Phelps Wealth Managers, LLC | 1,797,9371.8M | $121M | — | — |
| 79 | Fiduciary Trust Co | 1,770,8941.8M | $120M | — | — |
| 80 | UMB Bank, n.a. | 1,765,8981.8M | $119M | — | TRIM -3% |
| 81 | MONETA GROUP INVESTMENT ADVISORS LLC | 1,725,3211.7M | $117M | — | — |
| 82 | Acropolis Investment Management, LLC | 1,720,4041.7M | $116M | — | — |
| 83 | BOKF, NA | 1,682,6381.7M | $114M | — | — |
| 84 | BESSEMER GROUP INC | 1,671,4791.7M | $113M | — | ADD 2% |
| 85 | AlTi Global, Inc. | 1,621,3961.6M | $109M | — | — |
| 86 | Lutz Financial Services LLC | 1,598,4741.6M | $108M | — | — |
| 87 | FLPUTNAM INVESTMENT MANAGEMENT CO | 1,571,3301.6M | $106M | — | — |
| 88 | GREENLEAF TRUST | 1,565,3051.6M | $106M | — | TRIM -5% |
| 89 | Klingman & Associates, LLC | 1,556,1451.6M | $105M | — | ADD 3% |
| 90 | First Interstate Bank | 1,548,7991.5M | $105M | — | ADD 2% |
| 91 | Dynasty Wealth Management, LLC | 1,470,4941.5M | $99M | — | ADD 401% |
| 92 | Avidian Wealth Enterprises, LLC | 1,460,8911.5M | $99M | — | ADD 37% |
| 93 | Ally Invest Advisors Inc. | 1,460,1941.5M | $99M | — | ADD 3% |
| 94 | SAGE FINANCIAL GROUP INC | 1,454,6161.5M | $98M | — | ADD 3% |
| 95 | HORAN Wealth, LLC | 1,470,1761.5M | $98M | — | ADD 100% |
| 96 | Connecticut Wealth Management, LLC | 1,442,5141.4M | $97M | — | TRIM -22% |
| 97 | Beacon Pointe Advisors, LLC | 1,438,2141.4M | $97M | — | ADD 184% |
| 98 | Cambridge Investment Research Advisors, Inc. | 1,424,3091.4M | $96M | — | ADD 24% |
| 99 | Accredited Investors Inc. | 1,413,8791.4M | $95M | — | — |
| 100 | Lee Financial Co | 1,399,8851.4M | $95M | — | — |
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 |
|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 110.7M | 114.1M | 119.9M | 122.6M | 124.8M | 128.8M | $8.7B |
| BANK OF AMERICA CORP /DE/ | 67.8M | 69.5M | 67.9M | 67.9M | 69.1M | 67.2M | $4.5B |
| Bank of New York Mellon Corp | 52.0M | 59.4M | 60.0M | 55.5M | 58.5M | 58.7M | $4.0B |
| WELLS FARGO & COMPANY/MN | 51.2M | 50.2M | 50.1M | 52.5M | 52.4M | 53.5M | $3.6B |
| FMR LLC | 45.8M | 40.9M | 36.7M | 41.6M | 47.7M | 53.0M | $3.6B |
| GOLDMAN SACHS GROUP INC | 17.4M | 18.0M | 26.9M | 28.3M | 29.6M | 40.5M | $2.7B |
| MORGAN STANLEY | 36.0M | 36.9M | 37.0M | 37.0M | 37.0M | 36.9M | $2.5B |
| RAYMOND JAMES FINANCIAL INC | 35.6M | 37.6M | 38.7M | 38.7M | 35.8M | 36.4M | $2.5B |
| ENVESTNET ASSET MANAGEMENT INC | 28.4M | 34.1M | 34.6M | 34.6M | 34.2M | 36.0M | $2.4B |
| BlackRock, Inc. | 24.7M | 24.8M | 25.6M | 25.4M | 26.7M | 28.0M | $1.9B |
| UBS Group AG | 23.7M | 23.1M | 22.4M | 23.1M | 23.1M | 24.2M | $1.6B |
| NORTHERN TRUST CORP | 21.3M | 22.9M | 22.7M | 23.2M | 23.5M | 23.8M | $1.6B |
| LPL Financial LLC | 42.6M | 25.1M | 26.0M | 27.7M | 29.1M | 23.1M | $1.6B |
| ROYAL BANK OF CANADA | 25.7M | 23.0M | 53.2M | 23.7M | 25.2M | 22.0M | $1.5B |
| JPMORGAN CHASE & CO | 39.0M | 30.2M | 17.4M | 32.8M | 16.2M | 16.8M | $1.1B |
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 | |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +10,917,016 | $737M | ADD |
| FMR LLC | +5,260,312 | $355M | ADD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +4,032,370 | $272M | ADD |
| FIFTH THIRD BANCORP | +2,724,330 | $184M | ADD |
| BNP PARIBAS FINANCIAL MARKETS | +1,904,286 | $129M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| LPL Financial LLC | −6,054,433 | $409M | TRIM |
| Corient Private Wealth LLC | −4,534,856 | $306M | TRIM |
| ROYAL BANK OF CANADA | −3,202,254 | $216M | TRIM |
| COMERICA BANK | −2,775,837 | $187M | CLOSE |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | −2,632,676 | $178M | 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 | 2,618 | 1,262,352,116 | — | $85.1B |
| 2025-Q4 | 2,622 | 1,244,671,263 | — | $82.1B |
| 2025-Q3 | 2,444 | 1,227,079,746 | — | $79.9B |
| 2025-Q2 | 2,433 | 1,244,128,067 | — | $77.1B |
| 2025-Q1 | 2,416 | 1,213,923,775 | — | $70.8B |
| 2024-Q4 | 2,457 | 1,195,415,755 | — | $74.3B |
| 2024-Q3 | 2,296 | 1,167,786,031 | — | $72.6B |
| 2024-Q2 | 2,215 | 1,138,325,561 | — | $66.4B |
| 2024-Q1 | 2,218 | 1,169,971,555 | — | $71.2B |
| 2023-Q4 | 2,165 | 225,416,444 | — | $62.0B |
| 2023-Q3 | 2,002 | 217,991,587 | — | $54.0B |
| 2023-Q2 | 1,958 | 197,975,898 | — | $51.4B |
| 2023-Q1 | 1,911 | 204,604,940 | — | $49.9B |
| 2022-Q4 | 1,922 | 200,900,325 | — | $48.1B |
| 2022-Q3 | 1,767 | 190,933,422 | — | $40.9B |
| 2022-Q2 | 1,793 | 180,954,286 | — | $40.7B |
| 2022-Q1 | 1,838 | 183,204,761 | — | $47.8B |
| 2021-Q4 | 1,863 | 176,398,574 | — | $49.5B |
| 2021-Q3 | 1,638 | 169,941,621 | — | $44.5B |
| 2021-Q2 | 1,634 | 176,774,510 | — | $45.7B |
| 2021-Q1 | 1,614 | 172,185,303 | — | $44.6B |
| 2020-Q4 | 1,580 | 166,886,842 | — | $38.4B |
| 2020-Q3 | 1,394 | 166,845,017 | — | $30.9B |
| 2020-Q2 | 1,385 | 168,347,465 | — | $29.9B |
| 2020-Q1 | 1,386 | 176,057,467 | — | $25.2B |
| 2019-Q4 | 1,502 | 184,703,245 | — | $38.0B |
| 2019-Q3 | 1,300 | 179,626,078 | — | $34.7B |
| 2019-Q2 | 1,288 | 179,228,383 | — | $35.0B |
| 2019-Q1 | 1,283 | 175,881,108 | — | $33.3B |
| 2018-Q4 | 1,264 | 174,667,303 | — | $29.1B |
| 2018-Q3 | 1,171 | 180,074,086 | — | $39.3B |
| 2018-Q2 | 1,130 | 171,151,109 | — | $31.8B |
| 2018-Q1 | 1,121 | 161,242,887 | — | $30.3B |
| 2017-Q4 | 1,095 | 153,642,476 | — | $29.2B |
| 2017-Q3 | 942 | 146,905,443 | — | $26.3B |
| 2017-Q2 | 934 | 148,255,569 | — | $25.8B |
| 2017-Q1 | 918 | 154,818,746 | — | $26.5B |
| 2016-Q4 | 870 | 141,659,647 | — | $23.3B |
| 2016-Q3 | 751 | 123,975,501 | — | $19.2B |
| 2016-Q2 | 721 | 122,507,940 | — | $18.3B |
| 2016-Q1 | 707 | 122,488,845 | — | $17.7B |
| 2015-Q4 | 705 | 129,914,870 | — | $18.1B |
| 2015-Q3 | 634 | 119,644,711 | — | $17.0B |
| 2015-Q2 | 631 | 119,807,191 | — | $18.0B |
| 2015-Q1 | 623 | 113,677,939 | — | $17.3B |
| 2014-Q4 | 598 | 114,626,129 | — | $16.6B |
| 2014-Q3 | 559 | 118,055,170 | — | $16.2B |
| 2014-Q2 | 550 | 114,738,701 | — | $16.4B |
| 2014-Q1 | 527 | 97,073,153 | — | $13.4B |
| 2013-Q4 | 509 | 116,684,271 | — | $15.6B |
| 2013-Q3 | 449 | 93,151,544 | — | $11.6B |
| 2013-Q2 | 439 | 87,814,656 | — | $10.2B |
| 2013-Q1 | 35 | 6,043,188 | — | $703M |
