% of shares outstanding is not shown for IOO: 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 IOO 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 |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 27.0M | 27.4M | 27.4M | 27.8M | 28.4M | 28.7M | $3.5B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.3M | 3.0M | 2.9M | 2.8M | 2.8M | 2.8M | $339M |
| Annex Advisory Services, LLC | — | 1.1M | 1.4M | 1.3M | 1.3M | 1.3M | $154M |
| LPL Financial LLC | 860K | 936K | 915K | 1.1M | 1.2M | 1.2M | $150M |
| MORGAN STANLEY | 948K | 901K | 919K | 971K | 1.0M | 1.1M | $130M |
| BANK OF AMERICA CORP /DE/ | 838K | 820K | 833K | 845K | 977K | 959K | $116M |
| RAYMOND JAMES FINANCIAL INC | 625K | 644K | 652K | 658K | 638K | 651K | $79M |
| STEPHENS INC /AR/ | 380K | 323K | 338K | 418K | 472K | 528K | $64M |
| UBS Group AG | 356K | 365K | 364K | 381K | 455K | 428K | $52M |
| ROYAL BANK OF CANADA | 282K | 283K | 600K | 334K | 398K | 389K | $47M |
| Cetera Investment Advisers | 115K | 123K | 117K | 374K | 349K | 360K | $44M |
| AMERIPRISE FINANCIAL INC | 452K | 455K | 275K | 288K | 382K | 321K | $39M |
| ENVESTNET ASSET MANAGEMENT INC | 339K | 347K | 387K | 382K | 280K | 312K | $38M |
| Amplius Wealth Advisors, LLC | 1.0M | 1.2M | 1.1M | 330K | 323K | 310K | $37M |
| Modern Wealth Management, LLC | 316K | 317K | 317K | 316K | 296K | 300K | $37M |
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 | |
|---|---|---|---|
| BlackRock, Inc. | +298,118 | $36M | — |
| Empowered Funds, LLC | +274,000 | $33M | OPEN |
| One Capital Management, LLC | +143,799 | $17M | ADD |
| Goldstone Financial Group, LLC | +67,034 | $8M | OPEN |
| Kingsview Wealth Management, LLC | +59,525 | $7M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −129,679 | $16M | TRIM |
| Focus Partners Wealth | −88,464 | $11M | TRIM |
| MONEY CONCEPTS CAPITAL CORP | −81,893 | $10M | TRIM |
| Alexis Investment Partners, LLC | −75,492 | $9M | CLOSE |
| AMERIPRISE FINANCIAL INC | −61,400 | $7M | 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 | 351 | 46,777,725 | — | $5.7B |
| 2025-Q4 | 367 | 46,213,317 | — | $5.9B |
| 2025-Q3 | 318 | 44,945,697 | — | $5.4B |
| 2025-Q2 | 323 | 45,770,794 | — | $4.9B |
| 2025-Q1 | 322 | 46,635,337 | — | $4.5B |
| 2024-Q4 | 308 | 47,334,305 | — | $4.8B |
| 2024-Q3 | 274 | 45,879,574 | — | $4.5B |
| 2024-Q2 | 275 | 45,267,258 | — | $4.4B |
| 2024-Q1 | 257 | 43,920,198 | — | $3.9B |
| 2023-Q4 | 258 | 43,138,846 | — | $3.5B |
| 2023-Q3 | 237 | 40,788,445 | — | $3.0B |
| 2023-Q2 | 230 | 37,535,298 | — | $2.9B |
| 2023-Q1 | 212 | 36,752,334 | — | $2.5B |
| 2022-Q4 | 204 | 35,970,036 | — | $2.3B |
| 2022-Q3 | 190 | 38,338,134 | — | $2.3B |
| 2022-Q2 | 201 | 37,261,246 | — | $2.4B |
| 2022-Q1 | 191 | 34,878,112 | — | $2.7B |
| 2021-Q4 | 194 | 35,011,847 | — | $2.7B |
| 2021-Q3 | 167 | 32,096,106 | — | $2.3B |
| 2021-Q2 | 164 | 31,823,724 | — | $2.3B |
| 2021-Q1 | 165 | 30,881,002 | — | $2.0B |
| 2020-Q4 | 153 | 32,070,333 | — | $2.0B |
| 2020-Q3 | 144 | 30,417,954 | — | $1.7B |
| 2020-Q2 | 140 | 31,820,424 | — | $1.7B |
| 2020-Q1 | 139 | 29,769,376 | — | $1.3B |
| 2019-Q4 | 144 | 30,701,072 | — | $1.7B |
| 2019-Q3 | 128 | 28,370,747 | — | $1.4B |
| 2019-Q2 | 134 | 28,659,560 | — | $1.4B |
| 2019-Q1 | 126 | 29,781,801 | — | $1.4B |
| 2018-Q4 | 130 | 28,145,102 | — | $1.2B |
| 2018-Q3 | 125 | 28,069,752 | — | $1.4B |
| 2018-Q2 | 124 | 5,509,046 | — | $257M |
| 2018-Q1 | 124 | 1,964,919 | — | $179M |
| 2017-Q4 | 119 | 2,173,661 | — | $201M |
| 2017-Q3 | 104 | 2,240,569 | — | $197M |
| 2017-Q2 | 104 | 2,033,771 | — | $171M |
| 2017-Q1 | 101 | 2,318,208 | — | $181M |
| 2016-Q4 | 95 | 2,949,394 | — | $226M |
| 2016-Q3 | 96 | 2,616,293 | — | $196M |
| 2016-Q2 | 96 | 2,982,509 | — | $213M |
| 2016-Q1 | 92 | 3,293,057 | — | $237M |
| 2015-Q4 | 91 | 3,448,556 | — | $251M |
| 2015-Q3 | 92 | 3,272,501 | — | $227M |
| 2015-Q2 | 92 | 3,144,354 | — | $237M |
| 2015-Q1 | 95 | 3,503,197 | — | $269M |
| 2014-Q4 | 94 | 3,821,517 | — | $291M |
| 2014-Q3 | 95 | 3,818,938 | — | $296M |
| 2014-Q2 | 90 | 3,565,290 | — | $281M |
| 2014-Q1 | 89 | 3,425,831 | — | $267M |
| 2013-Q4 | 88 | 3,522,045 | — | $272M |
| 2013-Q3 | 75 | 3,204,497 | — | $231M |
| 2013-Q2 | 78 | 3,557,456 | — | $240M |
| 2013-Q1 | 7 | 127,580 | — | $9M |
