% of shares outstanding is not shown for IXUS: 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 IXUS 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 | BlackRock, Inc. | 278,457,370278.5M | $24.1B | — | TRIM -4% |
| 2 | Acorns Advisers, LLC | 36,473,67836.5M | $3.2B | — | — |
| 3 | ALLIANCEBERNSTEIN L.P. | 24,661,66124.7M | $2.1B | — | ADD 6% |
| 4 | MORGAN STANLEY | 13,262,70813.3M | $1.1B | — | ADD 34% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 11,763,88911.8M | $1.0B | — | — |
| 6 | CAPTRUST FINANCIAL ADVISORS | 10,893,00310.9M | $944M | — | — |
| 7 | US BANCORP \DE\ | 9,757,6089.8M | $844M | — | TRIM -14% |
| 8 | BANK OF AMERICA CORP /DE/ | 8,763,3738.8M | $759M | — | ADD 7% |
| 9 | D.A. DAVIDSON & CO. | 7,763,6447.8M | $673M | — | — |
| 10 | Focus Partners Wealth | 6,997,0227.0M | $606M | — | ADD 5% |
| 11 | Sequoia Financial Advisors, LLC | 6,049,1166.0M | $524M | — | ADD 4% |
| 12 | Mill Creek Capital Advisors, LLC | 5,357,4665.4M | $464M | — | ADD 3% |
| 13 | LPL Financial LLC | 4,496,7454.5M | $390M | — | ADD 4% |
| 14 | AMICA MUTUAL INSURANCE CO | 3,343,2083.3M | $289M | — | — |
| 15 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 3,160,7863.2M | $274M | — | TRIM -8% |
| 16 | Clark Capital Management Group, Inc. | 2,975,0683.0M | $258M | — | ADD 4% |
| 17 | Waldron Private Wealth LLC | 2,897,9802.9M | $251M | — | ADD 5% |
| 18 | Mariner, LLC | 2,479,1972.5M | $214M | — | TRIM -5% |
| 19 | UBS Group AG | 2,464,0442.5M | $213M | — | ADD 20% |
| 20 | Fund Evaluation Group, LLC | 2,331,6122.3M | $202M | — | ADD 14% |
| 21 | ROYAL BANK OF CANADA | 2,295,0652.3M | $199M | — | TRIM -7% |
| 22 | AMERIPRISE FINANCIAL INC | 2,126,4672.1M | $184M | — | ADD 3% |
| 23 | DAVIDSON INVESTMENT ADVISORS | 2,121,1172.1M | $184M | — | ADD 3% |
| 24 | NATIONAL BANK OF CANADA /FI/ | 2,088,7082.1M | $181M | — | ADD 436% |
| 25 | WELLS FARGO & COMPANY/MN | 1,977,5772.0M | $171M | — | ADD 4% |
| 26 | HighTower Advisors, LLC | 1,856,7101.9M | $161M | — | — |
| 27 | CAHABA WEALTH MANAGEMENT, INC. | 1,768,1201.8M | $153M | — | — |
| 28 | AMG National Trust Bank | 1,722,5891.7M | $149M | — | ADD 7% |
| 29 | Cetera Investment Advisers | 1,673,7371.7M | $145M | — | ADD 6% |
| 30 | Hardy Reed LLC | 1,585,8111.6M | $137M | — | — |
| 31 | Gerber Kawasaki Wealth & Investment Management | 1,575,2921.6M | $137M | — | ADD 6% |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 1,508,3001.5M | $131M | — | ADD 10% |
| 33 | Janney Montgomery Scott LLC | 1,502,7021.5M | $130M | — | TRIM -5% |
| 34 | Allworth Financial LP | 1,421,4311.4M | $123M | — | TRIM -3% |
| 35 | Nearwater Capital Markets, Ltd | 1,413,6001.4M | $122M | — | NEW |
| 36 | RAYMOND JAMES FINANCIAL INC | 1,413,5021.4M | $122M | — | ADD 10% |
| 37 | Orion Porfolio Solutions, LLC | 1,337,9551.3M | $116M | — | — |
| 38 | Prime Capital Investment Advisors, LLC | 1,163,5801.2M | $101M | — | — |
| 39 | BANK OF HAWAII | 1,157,6441.2M | $100M | — | TRIM -2% |
| 40 | Compass Ion Advisors, LLC | 1,130,6601.1M | $98M | — | — |
| 41 | Clearstead Advisors, LLC | 1,050,2291.1M | $91M | — | ADD 221% |
| 42 | TRUE Private Wealth Advisors | 1,022,0031.0M | $89M | — | ADD 43% |
| 43 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | 997,500997,500 | $86M | — | NEW |
| 44 | OSAIC HOLDINGS, INC. | 965,085965,085 | $84M | — | ADD 25% |
| 45 | JPMORGAN CHASE & CO | 946,536946,536 | $79M | — | ADD 9% |
| 46 | Capstone Financial Advisors, Inc. | 906,322906,322 | $79M | — | — |
| 47 | Cambridge Investment Research Advisors, Inc. | 894,681894,681 | $78M | — | ADD 17% |
| 48 | JONES FINANCIAL COMPANIES LLLP | 906,913906,913 | $77M | — | ADD 13% |
| 49 | AlphaCore Capital LLC | 882,322882,322 | $76M | — | ADD 13% |
| 50 | ALERUS FINANCIAL NA | 845,846845,846 | $73M | — | TRIM -5% |
| 51 | Wealthspire Advisors, LLC | 835,385835,385 | $72M | — | ADD 5% |
| 52 | Forvis Mazars Wealth Advisors, LLC | 752,870752,870 | $65M | — | — |
| 53 | Legacy Wealth Management, LLC | 739,814739,814 | $64M | — | — |
| 54 | LOWE BROCKENBROUGH & CO INC | 735,451735,451 | $64M | — | ADD 4% |
| 55 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 706,982706,982 | $61M | — | ADD 19% |
| 56 | Aviso Financial Inc. | 682,105682,105 | $59M | — | ADD 13% |
| 57 | Corient Private Wealth LLC | 663,929663,929 | $57M | — | TRIM -53% |
| 58 | M&T Bank Corp | 626,632626,632 | $54M | — | TRIM -3% |
| 59 | Tiller Private Wealth, Inc. | 624,614624,614 | $54M | — | — |
| 60 | STIFEL FINANCIAL CORP | 587,638587,638 | $51M | — | ADD 12% |
| 61 | Adventist Health System/ West | 552,898552,898 | $48M | — | ADD 62% |
| 62 | EQUITABLE TRUST CO | 548,756548,756 | $48M | — | — |
| 63 | Astoria Strategic Wealth, Inc. | 541,603541,603 | $47M | — | — |
| 64 | Composition Wealth, LLC | 532,827532,827 | $46M | — | TRIM -10% |
| 65 | Chesley Taft & Associates LLC | 521,388521,388 | $45M | — | ADD 4% |
| 66 | Bricktown Capital, LLC | 498,244498,244 | $43M | — | ADD 21% |
| 67 | MML INVESTORS SERVICES, LLC | 487,543487,543 | $42M | — | — |
| 68 | Allen Investment Management, LLC | 476,486476,486 | $41M | — | ADD 23% |
| 69 | Johnson Financial Group, Inc. | 469,956469,956 | $41M | — | TRIM -3% |
| 70 | Geneos Wealth Management Inc. | 463,067463,067 | $40M | — | TRIM -3% |
| 71 | World Investment Advisors | 462,081462,081 | $40M | — | — |
| 72 | Steward Partners Investment Advisory, LLC | 432,583432,583 | $37M | — | ADD 839% |
| 73 | Standpoint Asset Management, LLC | 428,100428,100 | $37M | — | TRIM -4% |
| 74 | PRINCIPAL SECURITIES, INC. | 425,599425,599 | $37M | — | — |
| 75 | Charter Oak Capital Management, LLC | 390,861390,861 | $34M | — | TRIM -6% |
| 76 | PNC FINANCIAL SERVICES GROUP, INC. | 380,902380,902 | $33M | — | TRIM -4% |
| 77 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | 373,286373,286 | $32M | — | ADD 18% |
| 78 | Waverly Advisors, LLC | 368,630368,630 | $32M | — | ADD 240% |
| 79 | Savant Capital, LLC | 362,427362,427 | $31M | — | ADD 25% |
| 80 | HUB Investment Partners, LLC | 334,140334,140 | $29M | — | ADD 11% |
| 81 | Meridian Wealth Partners, LLC | 332,809332,809 | $29M | — | ADD 3% |
| 82 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 318,532318,532 | $28M | — | TRIM -33% |
| 83 | GOLDMAN SACHS GROUP INC | 284,682284,682 | $25M | — | TRIM -74% |
| 84 | Brookstone Capital Management | 274,186274,186 | $24M | — | — |
| 85 | Ullmann Wealth Partners Group, LLC | 271,605271,605 | $24M | — | TRIM -5% |
| 86 | Cerity Partners LLC | 267,513267,513 | $23M | — | ADD 9% |
| 87 | Integrated Wealth Concepts LLC | 267,021267,021 | $23M | — | ADD 10% |
| 88 | Wick Capital Partners, LLC | 265,292265,292 | $23M | — | ADD 10% |
| 89 | BANK OF NOVA SCOTIA | 263,700263,700 | $23M | — | NEW |
| 90 | REGATTA CAPITAL GROUP, LLC | 258,460258,460 | $22M | — | ADD 8% |
| 91 | Aptus Capital Advisors, LLC | 255,566255,566 | $22M | — | TRIM -45% |
| 92 | Creative Planning | 253,588253,588 | $22M | — | ADD 21% |
| 93 | Advisory Services Network, LLC | 243,903243,903 | $21M | — | ADD 3% |
| 94 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 241,717241,717 | $21M | — | TRIM -36% |
| 95 | IEQ CAPITAL, LLC | 240,385240,385 | $21M | — | ADD 10009% |
| 96 | Magnolia Wealth Management, LLC | 234,427234,427 | $20M | — | — |
| 97 | Finley Financial, LLC | 229,382229,382 | $20M | — | ADD 10% |
| 98 | MontVue Capital Management, Inc. | 226,627226,627 | $20M | — | — |
| 99 | Alliance Wealth Advisors, LLC /UT | 224,161224,161 | $19M | — | ADD 51% |
| 100 | Private Advisor Group, LLC | 223,143223,143 | $19M | — | ADD 12% |
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. | 289.3M | 268.5M | 294.5M | 294.3M | 290.4M | 278.5M | $24.1B |
| Acorns Advisers, LLC | 34.2M | 33.8M | 35.0M | 35.5M | 36.6M | 36.5M | $3.2B |
| ALLIANCEBERNSTEIN L.P. | 24.0M | 22.6M | 22.4M | 23.0M | 23.4M | 24.7M | $2.1B |
| MORGAN STANLEY | 6.9M | 6.9M | 7.3M | 7.6M | 9.9M | 13.3M | $1.1B |
| ENVESTNET ASSET MANAGEMENT INC | 11.0M | 11.4M | 11.5M | 12.1M | 11.7M | 11.8M | $1.0B |
| CAPTRUST FINANCIAL ADVISORS | 636K | 653K | 6.0M | 8.3M | 10.7M | 10.9M | $944M |
| US BANCORP \DE\ | 6.3M | 7.0M | 6.8M | 8.1M | 11.3M | 9.8M | $844M |
| BANK OF AMERICA CORP /DE/ | 7.2M | 10.8M | 7.2M | 8.4M | 8.2M | 8.8M | $759M |
| D.A. DAVIDSON & CO. | 6.9M | 7.2M | 7.3M | 7.6M | 7.8M | 7.8M | $673M |
| Focus Partners Wealth | 12.2M | 5.9M | 6.4M | 6.9M | 6.7M | 7.0M | $606M |
| Sequoia Financial Advisors, LLC | 4.1M | 5.1M | 5.5M | 5.8M | 5.8M | 6.0M | $524M |
| Mill Creek Capital Advisors, LLC | 4.7M | 5.1M | 5.1M | 5.2M | 5.2M | 5.4M | $464M |
| LPL Financial LLC | 2.9M | 3.1M | 3.5M | 3.7M | 4.3M | 4.5M | $390M |
| AMICA MUTUAL INSURANCE CO | 2.6M | 2.4M | 3.4M | 3.3M | 3.3M | 3.3M | $289M |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 21K | 72K | 2.2M | 3.0M | 3.4M | 3.2M | $274M |
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 | |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | +7,171,287 | $619M | ADD |
| MORGAN STANLEY | +3,349,832 | $289M | ADD |
| NATIONAL BANK OF CANADA /FI/ | +1,698,878 | $147M | ADD |
| Nearwater Capital Markets, Ltd | +1,413,600 | $122M | OPEN |
| ALLIANCEBERNSTEIN L.P. | +1,304,591 | $113M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| BlackRock, Inc. | −11,924,059 | $1.0B | TRIM |
| JANE STREET GROUP, LLC | −1,825,415 | $158M | CLOSE |
| FACTORY MUTUAL INSURANCE CO | −1,647,735 | $142M | CLOSE |
| US BANCORP \DE\ | −1,556,576 | $134M | TRIM |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −1,468,872 | $127M | 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 | 989 | 538,765,777 | — | $46.0B |
| 2025-Q4 | 962 | 538,535,752 | — | $45.6B |
| 2025-Q3 | 851 | 529,179,698 | — | $43.7B |
| 2025-Q2 | 843 | 530,454,820 | — | $40.5B |
| 2025-Q1 | 794 | 496,212,521 | — | $34.6B |
| 2024-Q4 | 788 | 506,933,003 | — | $33.5B |
| 2024-Q3 | 755 | 475,106,380 | — | $34.5B |
| 2024-Q2 | 719 | 480,724,765 | — | $32.5B |
| 2024-Q1 | 713 | 483,043,121 | — | $32.8B |
| 2023-Q4 | 716 | 459,964,959 | — | $29.9B |
| 2023-Q3 | 653 | 446,687,693 | — | $26.8B |
| 2023-Q2 | 649 | 441,909,539 | — | $27.5B |
| 2023-Q1 | 638 | 430,658,795 | — | $26.6B |
| 2022-Q4 | 638 | 431,524,271 | — | $25.0B |
| 2022-Q3 | 557 | 416,834,547 | — | $21.2B |
| 2022-Q2 | 589 | 397,828,786 | — | $22.7B |
| 2022-Q1 | 596 | 393,931,161 | — | $26.2B |
| 2021-Q4 | 602 | 395,360,953 | — | $28.0B |
| 2021-Q3 | 521 | 356,846,843 | — | $25.3B |
| 2021-Q2 | 511 | 337,273,718 | — | $24.7B |
| 2021-Q1 | 485 | 319,811,068 | — | $22.5B |
| 2020-Q4 | 450 | 315,500,687 | — | $21.2B |
| 2020-Q3 | 388 | 306,425,174 | — | $17.9B |
| 2020-Q2 | 372 | 286,776,799 | — | $15.6B |
| 2020-Q1 | 368 | 279,862,582 | — | $13.2B |
| 2019-Q4 | 393 | 245,720,250 | — | $15.2B |
| 2019-Q3 | 335 | 229,383,761 | — | $13.3B |
| 2019-Q2 | 347 | 210,329,104 | — | $12.3B |
| 2019-Q1 | 342 | 193,663,910 | — | $11.2B |
| 2018-Q4 | 333 | 185,018,581 | — | $9.7B |
| 2018-Q3 | 266 | 137,093,594 | — | $8.2B |
| 2018-Q2 | 260 | 127,594,457 | — | $7.6B |
| 2018-Q1 | 252 | 112,413,377 | — | $7.1B |
| 2017-Q4 | 218 | 99,736,258 | — | $6.3B |
| 2017-Q3 | 180 | 93,501,722 | — | $5.7B |
| 2017-Q2 | 163 | 84,939,207 | — | $4.9B |
| 2017-Q1 | 141 | 68,078,351 | — | $3.7B |
| 2016-Q4 | 120 | 56,645,678 | — | $2.9B |
| 2016-Q3 | 104 | 43,948,462 | — | $2.3B |
| 2016-Q2 | 91 | 33,573,592 | — | $1.6B |
| 2016-Q1 | 86 | 28,511,367 | — | $1.4B |
| 2015-Q4 | 85 | 28,422,254 | — | $1.4B |
| 2015-Q3 | 76 | 25,328,162 | — | $1.2B |
| 2015-Q2 | 67 | 21,027,384 | — | $1.2B |
| 2015-Q1 | 60 | 17,414,251 | — | $965M |
| 2014-Q4 | 53 | 10,688,985 | — | $569M |
| 2014-Q3 | 36 | 9,522,574 | — | $536M |
| 2014-Q2 | 35 | 8,500,396 | — | $507M |
| 2014-Q1 | 25 | 6,882,564 | — | $398M |
| 2013-Q4 | 24 | 4,685,420 | — | $270M |
| 2013-Q3 | 17 | 1,000,729 | — | $55M |
| 2013-Q2 | 18 | 618,787 | — | $31M |
| 2013-Q1 | 1 | 22,616 | — | $1M |
