% of shares outstanding is not shown for ITM: 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 ITM 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/ | 18.2M | 15.4M | 15.0M | 15.9M | 16.3M | 16.5M | $765M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.2M | 2.5M | 3.6M | 3.8M | 4.2M | 3.9M | $183M |
| LPL Financial LLC | 1.8M | 1.8M | 1.9M | 2.1M | 2.1M | 2.2M | $103M |
| AMERIPRISE FINANCIAL INC | 208K | 277K | 878K | 1.3M | 1.3M | 1.4M | $66M |
| ENVESTNET ASSET MANAGEMENT INC | 1.2M | 1.0M | 888K | 1.1M | 1.1M | 1.1M | $51M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 83K | 10K | 16K | 16K | 15K | 1.1M | $49M |
| CX Institutional | 738K | 749K | 721K | 918K | 935K | 958K | $44M |
| TIAA Wealth Investment Management LLC | — | — | — | — | — | 947K | $44M |
| Willis Johnson & Associates, Inc. | 495K | 523K | 626K | 726K | 784K | 944K | $44M |
| WELLS FARGO & COMPANY/MN | 918K | 838K | 865K | 793K | 960K | 798K | $37M |
| FMR LLC | 796K | 752K | 808K | 783K | 758K | 751K | $35M |
| MORGAN STANLEY | 717K | 682K | 716K | 627K | 728K | 670K | $31M |
| UMB Bank, n.a. | — | — | — | — | 1.0M | 599K | $28M |
| OneDigital Investment Advisors LLC | 216K | 336K | 454K | 477K | 480K | 502K | $23M |
| JPMORGAN CHASE & CO | 212K | 626K | 402K | 960K | 477K | 448K | $21M |
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 | |
|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | +1,038,766 | $48M | ADD |
| TIAA Wealth Investment Management LLC | +946,835 | $44M | OPEN |
| GOLDMAN SACHS GROUP INC | +283,295 | $13M | OPEN |
| Willis Johnson & Associates, Inc. | +160,501 | $7M | ADD |
| AMERIPRISE FINANCIAL INC | +160,388 | $7M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | −853,856 | $40M | TRIM |
| UMB Bank, n.a. | −424,674 | $20M | TRIM |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | −307,409 | $14M | TRIM |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −189,755 | $9M | TRIM |
| WELLS FARGO & COMPANY/MN | −161,861 | $8M | 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 | 188 | 39,746,875 | — | $1.8B |
| 2025-Q4 | 181 | 38,719,957 | — | $1.8B |
| 2025-Q3 | 170 | 36,498,389 | — | $1.7B |
| 2025-Q2 | 171 | 33,831,585 | — | $1.5B |
| 2025-Q1 | 176 | 33,907,683 | — | $1.5B |
| 2024-Q4 | 174 | 37,185,952 | — | $1.7B |
| 2024-Q3 | 163 | 33,181,013 | — | $1.6B |
| 2024-Q2 | 163 | 36,464,773 | — | $1.5B |
| 2024-Q1 | 169 | 35,957,164 | — | $1.7B |
| 2023-Q4 | 181 | 37,696,903 | — | $1.8B |
| 2023-Q3 | 164 | 32,914,834 | — | $1.5B |
| 2023-Q2 | 163 | 30,175,235 | — | $1.4B |
| 2023-Q1 | 169 | 31,958,680 | — | $1.5B |
| 2022-Q4 | 163 | 33,258,672 | — | $1.5B |
| 2022-Q3 | 156 | 28,164,172 | — | $1.2B |
| 2022-Q2 | 167 | 27,534,245 | — | $1.3B |
| 2022-Q1 | 179 | 29,087,628 | — | $1.3B |
| 2021-Q4 | 183 | 28,371,232 | — | $1.5B |
| 2021-Q3 | 172 | 27,562,162 | — | $1.4B |
| 2021-Q2 | 177 | 26,659,842 | — | $1.4B |
| 2021-Q1 | 176 | 25,255,304 | — | $1.3B |
| 2020-Q4 | 171 | 24,179,082 | — | $1.3B |
| 2020-Q3 | 166 | 23,591,454 | — | $1.2B |
| 2020-Q2 | 157 | 22,475,658 | — | $1.1B |
| 2020-Q1 | 154 | 24,095,126 | — | $1.2B |
| 2019-Q4 | 149 | 27,043,088 | — | $1.4B |
| 2019-Q3 | 143 | 27,008,951 | — | $1.4B |
| 2019-Q2 | 141 | 25,470,469 | — | $1.3B |
| 2019-Q1 | 145 | 25,676,347 | — | $1.3B |
| 2018-Q4 | 141 | 24,515,452 | — | $1.2B |
| 2018-Q3 | 9 | 2,320,489 | — | $54M |
| 2016-Q3 | 1 | 755 | — | $18,565 |
| 2016-Q2 | 1 | 755 | — | $18,754 |
| 2016-Q1 | 2 | 8,171 | — | $389,598 |
