% of shares outstanding is not shown for IVW: 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 lands with its cohort — the cohort is size-matched, so it needs a market cap for IVW in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 49,323,62949.3M | $5.6B | — | ADD 13% |
| 2 | JPMORGAN CHASE & CO | 40,454,78040.5M | $4.4B | — | — |
| 3 | MORGAN STANLEY | 34,306,89734.3M | $3.9B | — | — |
| 4 | LPL Financial LLC | 20,889,25320.9M | $2.4B | — | ADD 5% |
| 5 | BANK OF AMERICA CORP /DE/ | 19,779,26819.8M | $2.2B | — | ADD 7% |
| 6 | WELLS FARGO & COMPANY/MN | 15,355,00415.4M | $1.7B | — | ADD 2% |
| 7 | UBS Group AG | 8,578,6468.6M | $970M | — | — |
| 8 | AMERIPRISE FINANCIAL INC | 8,010,1488.0M | $906M | — | TRIM -6% |
| 9 | STIFEL FINANCIAL CORP | 7,291,4287.3M | $825M | — | ADD 5% |
| 10 | PNC FINANCIAL SERVICES GROUP, INC. | 5,390,0205.4M | $610M | — | — |
Ranked by each filer’s own reported value, not shares.
1 holder — The filer reported no value for this line, so it carries no dollar figure and is left out of the percentage and value columns.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +5,678,425 | $642M | ADD |
| TWO SIGMA INVESTMENTS, LP | +1,677,831 | $190M | ADD |
| BANK OF AMERICA CORP /DE/ | +1,229,382 | $139M | ADD |
| Calamos Advisors LLC | +1,125,813 | $127M | ADD |
| LPL Financial LLC | +1,072,772 | $121M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| FIL Ltd | −2,950,099 | $334M | CLOSE |
| COMERICA BANK | −896,757 | $101M | CLOSE |
| AMERIPRISE FINANCIAL INC | −495,520 | $56M | TRIM |
| USA FINANCIAL FORMULAS | −495,268 | $56M | TRIM |
| Austin Private Wealth, LLC | −482,689 | $55M | CLOSE |
Prior quarter split-rebased · 13Fs are long, US-listed only.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 45.7M | 48.1M | 45.4M | 45.6M | 43.6M | 49.3M | $5.6B |
| JPMORGAN CHASE & CO | 44.9M | 43.8M | 42.4M | 82.7M | 40.7M | 40.5M | $4.4B |
| MORGAN STANLEY | 32.6M | 32.9M | 34.0M | 33.5M | 33.6M | 34.3M | $3.9B |
| LPL Financial LLC | 17.9M | 18.9M | 18.6M | 19.5M | 19.8M | 20.9M | $2.4B |
| BANK OF AMERICA CORP /DE/ | 18.6M | 18.8M | 18.7M | 18.4M | 18.5M | 19.8M | $2.2B |
| WELLS FARGO & COMPANY/MN | 16.6M | 15.5M | 15.6M | 14.9M | 15.0M | 15.4M | $1.7B |
| UBS Group AG | 9.2M | 8.9M | 8.8M | 8.9M | 8.7M | 8.6M | $970M |
| AMERIPRISE FINANCIAL INC | 8.0M | 8.0M | 8.5M | 8.4M | 8.5M | 8.0M | $906M |
| STIFEL FINANCIAL CORP | 7.0M | 7.1M | 7.1M | 7.2M | 6.9M | 7.3M | $825M |
| PNC FINANCIAL SERVICES GROUP, INC. | 5.5M | 5.5M | 5.6M | 5.6M | 5.4M | 5.4M | $610M |
Green = added, red = trimmed, grey = held; a dash is a quarter with no 13F on file — a gap, not an exit.
Holders only — breaks = no 13F.
Short interest has its own tab now — open SI →
SEC Form 13F · ~10,250 filers, 10y · long-only, US-listed, filed ≤45d after quarter-end.
