% of shares outstanding is not shown for IJJ: 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 IJJ 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 | FMR LLC | 4,094,8524.1M | $543M | — | ADD 7% |
| 2 | MORGAN STANLEY | 4,040,7444.0M | $535M | — | — |
| 3 | WELLS FARGO & COMPANY/MN | 3,437,7273.4M | $455M | — | TRIM -3% |
| 4 | BANK OF AMERICA CORP /DE/ | 2,402,5682.4M | $318M | — | — |
| 5 | UBS Group AG | 2,237,3412.2M | $296M | — | ADD 5% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 2,194,6272.2M | $291M | — | ADD 18% |
| 7 | PNC FINANCIAL SERVICES GROUP, INC. | 1,350,3381.4M | $179M | — | — |
| 8 | D.A. DAVIDSON & CO. | 1,091,1921.1M | $145M | — | ADD 4% |
| 9 | RAYMOND JAMES FINANCIAL INC | 922,764922,764 | $122M | — | ADD 16% |
| 10 | Cullen/Frost Bankers, Inc. | 825,346825,346 | $109M | — | — |
| 11 | LPL Financial LLC | 772,213772,213 | $102M | — | TRIM -3% |
| 12 | NORTHERN TRUST CORP | 672,228672,228 | $89M | — | — |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 639,260639,260 | $85M | — | — |
| 14 | Financial Engines Advisors L.L.C. | 625,330625,330 | $83M | — | TRIM -6% |
| 15 | AMERIPRISE FINANCIAL INC | 599,744599,744 | $80M | — | TRIM -15% |
| 16 | ROYAL BANK OF CANADA | 558,496558,496 | $74M | — | ADD 4% |
| 17 | JPMORGAN CHASE & CO | 438,176438,176 | $57M | — | — |
| 18 | Bank of New York Mellon Corp | 407,817407,817 | $54M | — | — |
| 19 | JONES FINANCIAL COMPANIES LLLP | 412,787412,787 | $54M | — | ADD 43% |
| 20 | HighTower Advisors, LLC | 380,229380,229 | $50M | — | TRIM -10% |
| 21 | Baird Financial Group, Inc. | 341,363341,363 | $45M | — | — |
| 22 | Evensky & Katz LLC | 335,183335,183 | $44M | — | TRIM -3% |
| 23 | MAI Capital Management | 325,115325,115 | $43M | — | — |
| 24 | MIDLAND WEALTH ADVISORS, LLC | 286,673286,673 | $38M | — | TRIM -7% |
| 25 | Wilmington Savings Fund Society, FSB | 283,540283,540 | $38M | — | TRIM -4% |
| 26 | BOKF, NA | 268,987268,987 | $36M | — | — |
| 27 | Cerity Partners LLC | 266,001266,001 | $35M | — | ADD 16% |
| 28 | World Investment Advisors | 265,442265,442 | $35M | — | ADD 4% |
| 29 | Rehmann Capital Advisory Group | 252,258252,258 | $33M | — | ADD 6% |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 236,258236,258 | $31M | — | TRIM -6% |
| 31 | Willis Johnson & Associates, Inc. | 234,440234,440 | $31M | — | TRIM -4% |
| 32 | COURIER CAPITAL LLC | 224,220224,220 | $30M | — | TRIM -8% |
| 33 | Rockefeller Capital Management L.P. | 224,193224,193 | $30M | — | ADD 3% |
| 34 | TRUIST FINANCIAL CORP | 220,982220,982 | $29M | — | — |
| 35 | Creative Planning | 200,444200,444 | $27M | — | TRIM -9% |
| 36 | KEYBANK NATIONAL ASSOCIATION/OH | 179,242179,242 | $24M | — | — |
| 37 | Lido Advisors, LLC | 176,595176,595 | $23M | — | ADD 7% |
| 38 | Mariner, LLC | 174,235174,235 | $23M | — | — |
| 39 | BANK OF MONTREAL /CAN/ | 164,616164,616 | $22M | — | TRIM -6% |
| 40 | AlphaCore Capital LLC | 162,564162,564 | $22M | — | — |
| 41 | FIFTH THIRD BANCORP | 155,807155,807 | $21M | — | ADD 116% |
| 42 | Sterling Financial Planning, Inc. | 153,885153,885 | $20M | — | — |
| 43 | BNP PARIBAS FINANCIAL MARKETS | 150,000150,000 | $20M | — | ADD 198% |
| 44 | Vestmark Advisory Solutions, Inc. | 145,448145,448 | $19M | — | — |
| 45 | Wealthspire Advisors, LLC | 138,738138,738 | $18M | — | — |
| 46 | Focus Partners Wealth | 131,515131,515 | $17M | — | — |
| 47 | Lutz Financial Services LLC | 118,830118,830 | $16M | — | — |
| 48 | Capital Advisors, Ltd. LLC | 110,627110,627 | $15M | — | — |
| 49 | OSAIC HOLDINGS, INC. | 108,414108,414 | $14M | — | TRIM -3% |
| 50 | Texas Yale Capital Corp. | 108,369108,369 | $14M | — | TRIM -3% |
| 51 | MERCER GLOBAL ADVISORS INC /ADV | 106,470106,470 | $14M | — | ADD 146% |
| 52 | Steward Partners Investment Advisory, LLC | 104,492104,492 | $14M | — | — |
| 53 | Cetera Investment Advisers | 103,300103,300 | $14M | — | ADD 9% |
| 54 | Kestra Advisory Services, LLC | 102,835102,835 | $14M | — | ADD 5% |
| 55 | Corient Private Wealth LLC | 102,818102,818 | $14M | — | TRIM -53% |
| 56 | GHP Investment Advisors, Inc. | 102,445102,445 | $14M | — | — |
| 57 | MONETA GROUP INVESTMENT ADVISORS LLC | 102,200102,200 | $14M | — | TRIM -2% |
| 58 | HSBC HOLDINGS PLC | 100,692100,692 | $13M | — | ADD 2994% |
| 59 | Cassaday & Co Wealth Management LLC | 97,14997,149 | $13M | — | — |
| 60 | Salomon & Ludwin, LLC | 96,48996,489 | $13M | — | TRIM -4% |
| 61 | 1834 INVESTMENT ADVISORS CO | 94,95994,959 | $13M | — | TRIM -5% |
| 62 | FIRST MERCHANTS CORP | 93,33793,337 | $12M | — | TRIM -2% |
| 63 | Omega Financial Group, LLC | 91,17691,176 | $12M | — | ADD 2% |
| 64 | NATIXIS ADVISORS, LLC | 90,48490,484 | $12M | — | TRIM -11% |
| 65 | Asset Management Group, Inc. | 89,49289,492 | $12M | — | — |
| 66 | STIFEL FINANCIAL CORP | 88,52088,520 | $12M | — | TRIM -7% |
| 67 | Cambridge Investment Research Advisors, Inc. | 85,48485,484 | $11M | — | TRIM -10% |
| 68 | Ellis Investment Partners, LLC | 85,12385,123 | $11M | — | — |
| 69 | MML INVESTORS SERVICES, LLC | 84,31184,311 | $11M | — | TRIM -9% |
| 70 | Dakota Wealth Management | 83,96783,967 | $11M | — | ADD 4% |
| 71 | PW Nova Financial Services LLC | 82,84382,843 | $11M | — | — |
| 72 | Balance Wealth, LLC | 81,68781,687 | $11M | — | TRIM -35% |
| 73 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 80,68380,683 | $11M | — | — |
| 74 | Mesirow Financial Investment Management, Inc. | 79,98079,980 | $11M | — | ADD 20% |
| 75 | REGIONS FINANCIAL CORP | 78,37078,370 | $10M | — | — |
| 76 | Mill Creek Capital Advisors, LLC | 72,18672,186 | $10M | — | — |
| 77 | US BANCORP \DE\ | 67,51267,512 | $9M | — | TRIM -2% |
| 78 | CAPTRUST FINANCIAL ADVISORS | 62,89962,899 | $8M | — | — |
| 79 | LMG Wealth Partners, LLC | 62,77962,779 | $8M | — | — |
| 80 | OFS Enterprise LLC | 61,34861,348 | $8M | — | NEW |
| 81 | InvesTrust | 59,63359,633 | $8M | — | — |
| 82 | Flaharty Asset Management, LLC | 59,32859,328 | $8M | — | — |
| 83 | Causey Wealth LLC | 58,99358,993 | $8M | — | TRIM -11% |
| 84 | DDFG, Inc | 58,50058,500 | $8M | — | ADD 2% |
| 85 | Pinnacle Financial Partners, Inc. | 56,98356,983 | $8M | — | ADD 3% |
| 86 | MFA WEALTH ADVISORS, LLC | 56,77156,771 | $8M | — | ADD 15% |
| 87 | Summit Financial, LLC | 56,72556,725 | $8M | — | ADD 7% |
| 88 | Arkadios Wealth Advisors | 56,39756,397 | $7M | — | — |
| 89 | Bryn Mawr Trust Advisors, LLC | 55,40255,402 | $7M | — | ADD 42% |
| 90 | IFP Advisors, Inc | 54,28254,282 | $7M | — | — |
| 91 | Thrivent Financial for Lutherans | 54,18454,184 | $7M | — | ADD 9% |
| 92 | Foundation Wealth Management, LLC | 53,42953,429 | $7M | — | ADD 12% |
| 93 | MidFirst Bank | 53,19653,196 | $7M | — | TRIM -3% |
| 94 | BlackRock, Inc. | 52,28852,288 | $7M | — | — |
| 95 | Asset Dedication, LLC | 50,77050,770 | $7M | — | — |
| 96 | First Citizens Financial Corp | 50,44350,443 | $7M | — | — |
| 97 | BECKER CAPITAL MANAGEMENT INC | 48,80448,804 | $6M | — | — |
| 98 | GREENLEAF TRUST | 48,63348,633 | $6M | — | TRIM -5% |
| 99 | M&T Bank Corp | 48,49048,490 | $6M | — | — |
| 100 | Ullmann Wealth Partners Group, LLC | 48,27248,272 | $6M | — | TRIM -8% |
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 |
|---|---|---|---|---|---|---|---|
| FMR LLC | 3.4M | 3.2M | 3.5M | 3.5M | 3.8M | 4.1M | $543M |
| MORGAN STANLEY | 4.1M | 4.1M | 4.3M | 4.0M | 4.0M | 4.0M | $535M |
| WELLS FARGO & COMPANY/MN | 3.6M | 3.7M | 3.7M | 3.6M | 3.5M | 3.4M | $455M |
| BANK OF AMERICA CORP /DE/ | 2.3M | 2.4M | 2.4M | 2.4M | 2.4M | 2.4M | $318M |
| UBS Group AG | 2.2M | 2.1M | 2.0M | 2.2M | 2.1M | 2.2M | $296M |
| ENVESTNET ASSET MANAGEMENT INC | 1.9M | 2.0M | 1.9M | 2.0M | 1.9M | 2.2M | $291M |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.4M | 1.4M | 1.3M | 1.3M | 1.3M | 1.4M | $179M |
| D.A. DAVIDSON & CO. | 898K | 923K | 955K | 1.0M | 1.1M | 1.1M | $145M |
| RAYMOND JAMES FINANCIAL INC | 854K | 877K | 849K | 867K | 796K | 923K | $122M |
| Cullen/Frost Bankers, Inc. | 705K | 742K | 832K | 835K | 831K | 825K | $109M |
| LPL Financial LLC | 654K | 817K | 801K | 788K | 799K | 772K | $102M |
| NORTHERN TRUST CORP | 705K | 713K | 720K | 676K | 672K | 672K | $89M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 598K | 591K | 626K | 628K | 634K | 639K | $85M |
| Financial Engines Advisors L.L.C. | 690K | 672K | 694K | 676K | 663K | 625K | $83M |
| AMERIPRISE FINANCIAL INC | 988K | 921K | 833K | 814K | 705K | 600K | $80M |
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 | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +333,089 | $44M | ADD |
| FMR LLC | +284,247 | $38M | ADD |
| RAYMOND JAMES FINANCIAL INC | +126,569 | $17M | ADD |
| JONES FINANCIAL COMPANIES LLLP | +123,893 | $16M | ADD |
| BNP PARIBAS FINANCIAL MARKETS | +99,700 | $13M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Align Financial, LLC | −202,153 | $27M | TRIM |
| GW HENSSLER & ASSOCIATES LTD | −175,502 | $23M | TRIM |
| Corient Private Wealth LLC | −116,074 | $15M | TRIM |
| AMERIPRISE FINANCIAL INC | −105,461 | $14M | TRIM |
| COMERICA BANK | −88,866 | $12M | 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 | 835 | 43,366,824 | — | $5.7B |
| 2025-Q4 | 837 | 43,215,171 | — | $5.7B |
| 2025-Q3 | 811 | 44,351,223 | — | $5.7B |
| 2025-Q2 | 813 | 44,934,079 | — | $5.5B |
| 2025-Q1 | 816 | 45,091,584 | — | $5.4B |
| 2024-Q4 | 824 | 44,299,588 | — | $5.5B |
| 2024-Q3 | 754 | 43,818,327 | — | $5.4B |
| 2024-Q2 | 735 | 45,244,670 | — | $5.1B |
| 2024-Q1 | 727 | 52,946,745 | — | $6.3B |
| 2023-Q4 | 732 | 48,123,646 | — | $5.5B |
| 2023-Q3 | 664 | 44,441,660 | — | $4.5B |
| 2023-Q2 | 678 | 45,534,512 | — | $4.9B |
| 2023-Q1 | 683 | 52,489,255 | — | $5.4B |
| 2022-Q4 | 689 | 49,803,233 | — | $5.0B |
| 2022-Q3 | 625 | 51,837,029 | — | $4.3B |
| 2022-Q2 | 645 | 50,019,712 | — | $4.7B |
| 2022-Q1 | 681 | 56,746,561 | — | $5.7B |
| 2021-Q4 | 661 | 57,774,056 | — | $6.4B |
| 2021-Q3 | 609 | 58,508,347 | — | $6.0B |
| 2021-Q2 | 606 | 57,017,877 | — | $6.0B |
| 2021-Q1 | 586 | 57,913,103 | — | $5.7B |
| 2020-Q4 | 535 | 42,744,781 | — | $3.7B |
| 2020-Q3 | 462 | 20,565,451 | — | $2.8B |
| 2020-Q2 | 452 | 20,901,561 | — | $2.8B |
| 2020-Q1 | 467 | 22,594,161 | — | $2.5B |
| 2019-Q4 | 541 | 24,856,671 | — | $4.2B |
| 2019-Q3 | 468 | 25,132,972 | — | $4.0B |
| 2019-Q2 | 466 | 25,446,245 | — | $4.1B |
| 2019-Q1 | 469 | 25,860,008 | — | $4.1B |
| 2018-Q4 | 445 | 24,435,381 | — | $3.4B |
| 2018-Q3 | 428 | 24,233,173 | — | $4.0B |
| 2018-Q2 | 411 | 22,573,974 | — | $3.6B |
| 2018-Q1 | 420 | 22,757,777 | — | $3.5B |
| 2017-Q4 | 421 | 22,625,773 | — | $3.6B |
| 2017-Q3 | 382 | 22,196,570 | — | $3.4B |
| 2017-Q2 | 375 | 22,492,971 | — | $3.3B |
| 2017-Q1 | 392 | 27,767,441 | — | $4.1B |
| 2016-Q4 | 365 | 25,921,058 | — | $3.8B |
| 2016-Q3 | 335 | 23,355,912 | — | $3.1B |
| 2016-Q2 | 331 | 23,242,825 | — | $3.0B |
| 2016-Q1 | 304 | 21,174,947 | — | $2.6B |
| 2015-Q4 | 290 | 20,081,165 | — | $2.4B |
| 2015-Q3 | 273 | 19,113,528 | — | $2.2B |
| 2015-Q2 | 290 | 19,184,693 | — | $2.5B |
| 2015-Q1 | 289 | 19,147,733 | — | $2.5B |
| 2014-Q4 | 279 | 18,880,868 | — | $2.4B |
| 2014-Q3 | 254 | 19,346,977 | — | $2.3B |
| 2014-Q2 | 253 | 19,336,395 | — | $2.5B |
| 2014-Q1 | 242 | 17,817,962 | — | $2.1B |
| 2013-Q4 | 244 | 17,456,840 | — | $2.0B |
| 2013-Q3 | 216 | 17,164,039 | — | $1.9B |
| 2013-Q2 | 210 | 20,613,741 | — | $1.6B |
| 2013-Q1 | 18 | 470,971 | — | $48M |
