% of shares outstanding is not shown for NYF: 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 NYF 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 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1,112,8291.1M | $59M | — | NEW |
| 2 | MORGAN STANLEY | 870,764870,764 | $46M | — | ADD 59% |
| 3 | High Probability Advisors, LLC | 775,203775,203 | $41M | — | ADD 23% |
| 4 | BANK OF AMERICA CORP /DE/ | 763,210763,210 | $41M | — | ADD 13% |
| 5 | HighTower Advisors, LLC | 579,232579,232 | $31M | — | ADD 5% |
| 6 | Facet Wealth, Inc. | 522,876522,876 | $28M | — | ADD 3% |
| 7 | FMR LLC | 466,514466,514 | $25M | — | — |
| 8 | Alesco Advisors, LLC, An ESL Co | 461,036461,036 | $24M | — | ADD 6% |
| 9 | Legacy Edge Advisors, LLC | 350,771350,771 | $19M | — | ADD 19% |
| 10 | HSBC HOLDINGS PLC | 334,772334,772 | $18M | — | TRIM -48% |
| 11 | SATOVSKY ASSET MANAGEMENT LLC | 314,060314,060 | $17M | — | TRIM -3% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 248,730248,730 | $13M | — | ADD 15% |
| 13 | Klingman & Associates, LLC | 239,875239,875 | $13M | — | — |
| 14 | Mariner, LLC | 226,207226,207 | $12M | — | ADD 9% |
| 15 | RWA WEALTH PARTNERS, LLC | 224,926224,926 | $12M | — | TRIM -7% |
| 16 | Composition Wealth, LLC | 223,119223,119 | $12M | — | TRIM -18% |
| 17 | LPL Financial LLC | 205,111205,111 | $11M | — | ADD 36% |
| 18 | JPMORGAN CHASE & CO | 192,084192,084 | $10M | — | ADD 10% |
| 19 | Cetera Investment Advisers | 166,549166,549 | $9M | — | ADD 8% |
| 20 | Betterment LLC | 161,323161,323 | $9M | — | ADD 3% |
| 21 | JANE STREET GROUP, LLC | 151,927151,927 | $8M | — | ADD 121% |
| 22 | GUGGENHEIM CAPITAL LLC | 143,376143,376 | $8M | — | ADD 33% |
| 23 | Creative Planning | 131,285131,285 | $7M | — | ADD 87% |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 122,012122,012 | $6M | — | ADD 5% |
| 25 | MYECFO, LLC | 119,530119,530 | $6M | — | TRIM -5% |
| 26 | ALLIANCEBERNSTEIN L.P. | 113,457113,457 | $6M | — | ADD 14% |
| 27 | Note Advisors, LLC | 96,34596,345 | $5M | — | — |
| 28 | AMERIPRISE FINANCIAL INC | 96,27496,274 | $5M | — | ADD 14% |
| 29 | Hennion & Walsh Asset Management, Inc. | 95,61195,611 | $5M | — | ADD 14% |
| 30 | NBT BANK N A /NY | 95,21095,210 | $5M | — | TRIM -5% |
| 31 | Whitegate Investment Counselors, Inc. | 94,08094,080 | $5M | — | ADD 3% |
| 32 | Arrow Financial Corp | 86,12086,120 | $5M | — | TRIM -3% |
| 33 | BAILARD, INC. | 85,97185,971 | $5M | — | TRIM -4% |
| 34 | ASSETMARK, INC | 76,54676,546 | $4M | — | TRIM -12% |
| 35 | James J. Burns & Company, LLC | 72,27672,276 | $4M | — | ADD 36% |
| 36 | Retirement Planning Group, LLC | 68,08368,083 | $4M | — | — |
| 37 | UBS Group AG | 67,77767,777 | $4M | — | TRIM -16% |
| 38 | WELLS FARGO & COMPANY/MN | 67,74467,744 | $4M | — | TRIM -14% |
| 39 | MERCER GLOBAL ADVISORS INC /ADV | 64,50264,502 | $3M | — | ADD 871% |
| 40 | ALTFEST L J & CO INC | 63,02463,024 | $3M | — | ADD 44% |
| 41 | SOA Wealth Advisors, LLC. | 59,14459,144 | $3M | — | — |
| 42 | Wedmont Private Capital | 58,56258,562 | $3M | — | ADD 11% |
| 43 | Patriot Financial Group Insurance Agency, LLC | 58,36258,362 | $3M | — | ADD 115% |
| 44 | Cascade Financial Partners, LLC | 57,74557,745 | $3M | — | — |
| 45 | DURANTE & WATERS, LLC | 57,29457,294 | $3M | — | — |
| 46 | Kestra Advisory Services, LLC | 56,98356,983 | $3M | — | ADD 3% |
| 47 | Carnegie Investment Counsel | 55,89155,891 | $3M | — | ADD 3% |
| 48 | CITIGROUP INC | 54,32154,321 | $3M | — | ADD 157% |
| 49 | Magnus Financial Group LLC | 50,30250,302 | $3M | — | TRIM -13% |
| 50 | OSAIC HOLDINGS, INC. | 49,72649,726 | $3M | — | TRIM -3% |
| 51 | Equita Financial Network, Inc. | 49,27849,278 | $3M | — | — |
| 52 | Cerity Partners LLC | 47,04347,043 | $2M | — | ADD 19% |
| 53 | Focus Partners Wealth | 46,64246,642 | $2M | — | ADD 37% |
| 54 | NewEdge Wealth, LLC | 45,13545,135 | $2M | — | — |
| 55 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 44,92344,923 | $2M | — | ADD 46% |
| 56 | Wealthfront Advisers LLC | 44,53444,534 | $2M | — | ADD 15% |
| 57 | Compound Planning, Inc. | 42,64242,642 | $2M | — | ADD 20% |
| 58 | Emergent Wealth Advisors, LLC | 38,81038,810 | $2M | — | TRIM -3% |
| 59 | CITADEL ADVISORS LLC | 38,67338,673 | $2M | — | ADD 641% |
| 60 | Westfuller Advisors, LLC | 37,69137,691 | $2M | — | TRIM -23% |
| 61 | STIFEL FINANCIAL CORP | 34,96834,968 | $2M | — | ADD 111% |
| 62 | Cambridge Investment Research Advisors, Inc. | 33,76033,760 | $2M | — | TRIM -12% |
| 63 | Level Financial Advisors | 32,80032,800 | $2M | — | TRIM -9% |
| 64 | Astoria Strategic Wealth, Inc. | 32,22032,220 | $2M | — | ADD 5% |
| 65 | CAPTRUST FINANCIAL ADVISORS | 31,33131,331 | $2M | — | ADD 43% |
| 66 | Perennial Advisors, LLC | 29,97529,975 | $2M | — | ADD 12% |
| 67 | Wealthspire Advisors, LLC | 29,89929,899 | $2M | — | ADD 107% |
| 68 | Francis Financial, Inc. | 28,66028,660 | $2M | — | TRIM -28% |
| 69 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 27,63627,636 | $1M | — | ADD 94% |
| 70 | GOLDMAN SACHS GROUP INC | 27,22527,225 | $1M | — | ADD 18% |
| 71 | FIRST FOUNDATION ADVISORS | 27,06527,065 | $1M | — | — |
| 72 | Drucker Wealth 3.0, LLC | 25,70325,703 | $1M | — | — |
| 73 | Allspring Global Investments Holdings, LLC | 25,30625,306 | $1M | — | NEW |
| 74 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25,18125,181 | $1M | — | ADD 74% |
| 75 | JONES FINANCIAL COMPANIES LLLP | 25,22325,223 | $1M | — | ADD 146% |
| 76 | Corient Private Wealth LLC | 25,07725,077 | $1M | — | TRIM -44% |
| 77 | Conrad Siegel Investment Advisors, Inc. | 25,00825,008 | $1M | — | — |
| 78 | WNY Asset Management, LLC | 24,75024,750 | $1M | — | NEW |
| 79 | W.G. Shaheen & Associates DBA Whitney & Co | 24,47924,479 | $1M | — | ADD 22% |
| 80 | MML INVESTORS SERVICES, LLC | 24,37524,375 | $1M | — | TRIM -3% |
| 81 | Trust Co | 24,26324,263 | $1M | — | — |
| 82 | Private Advisor Group, LLC | 23,99323,993 | $1M | — | ADD 5% |
| 83 | CORA CAPITAL ADVISORS LLC | 23,70023,700 | $1M | — | NEW |
| 84 | BRIGHTON SECURITIES CORP. | 23,55323,553 | $1M | — | TRIM -3% |
| 85 | Empower Advisory Group, LLC | 22,28522,285 | $1M | — | ADD 18% |
| 86 | Godfrey Financial Associates, Inc. | 21,88421,884 | $1M | — | — |
| 87 | Allworth Financial LP | 21,84421,844 | $1M | — | — |
| 88 | Members Advisory Group LLC | 21,54221,542 | $1M | — | ADD 6% |
| 89 | Indivisible Partners | 21,11321,113 | $1M | — | ADD 72% |
| 90 | Chicago Partners Investment Group LLC | 20,03620,036 | $1M | — | — |
| 91 | PROFFITT & GOODSON INC | 19,35019,350 | $1M | — | ADD 4% |
| 92 | Cresset Asset Management, LLC | 18,15018,150 | $964,128 | — | NEW |
| 93 | Stonehage Fleming Financial Services Holdings Ltd | 18,08718,087 | $960,781 | — | — |
| 94 | Calamos Advisors LLC | 16,65616,656 | $884,767 | — | NEW |
| 95 | Calamos Wealth Management LLC | 16,65616,656 | $884,767 | — | TRIM -5% |
| 96 | Equitable Holdings, Inc. | 16,53016,530 | $884,520 | — | ADD 6% |
| 97 | SEI INVESTMENTS CO | 15,90215,902 | $844,713 | — | ADD 2% |
| 98 | HM PAYSON & CO | 15,44515,445 | $820,439 | — | — |
| 99 | ROYAL BANK OF CANADA | 14,99814,998 | $797,000 | — | ADD 37% |
| 100 | Rockbridge Investment Management, LCC | 14,65014,650 | $778,208 | — | TRIM -6% |
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 |
|---|---|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | — | — | — | — | — | 1.1M | $59M |
| MORGAN STANLEY | 498K | 506K | 456K | 492K | 547K | 871K | $46M |
| High Probability Advisors, LLC | 428K | 636K | 668K | 705K | 630K | 775K | $41M |
| BANK OF AMERICA CORP /DE/ | 555K | 564K | 645K | 585K | 676K | 763K | $41M |
| HighTower Advisors, LLC | 410K | 429K | 382K | 429K | 552K | 579K | $31M |
| Facet Wealth, Inc. | 372K | 371K | 393K | 447K | 508K | 523K | $28M |
| FMR LLC | 323K | 335K | 407K | 438K | 475K | 467K | $25M |
| Alesco Advisors, LLC, An ESL Co | 318K | 327K | 293K | 415K | 435K | 461K | $24M |
| Legacy Edge Advisors, LLC | — | — | — | — | 294K | 351K | $19M |
| HSBC HOLDINGS PLC | 314K | 283K | 282K | 28K | 646K | 335K | $18M |
| SATOVSKY ASSET MANAGEMENT LLC | — | 332K | 329K | 329K | 324K | 314K | $17M |
| ENVESTNET ASSET MANAGEMENT INC | 180K | 196K | 205K | 200K | 216K | 249K | $13M |
| Klingman & Associates, LLC | 220K | 228K | 222K | 233K | 236K | 240K | $13M |
| Mariner, LLC | 205K | 211K | 161K | 183K | 207K | 226K | $12M |
| RWA WEALTH PARTNERS, LLC | 341K | 350K | 353K | 184K | 242K | 225K | $12M |
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 | |
|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | +1,112,829 | $59M | OPEN |
| MORGAN STANLEY | +324,136 | $17M | ADD |
| High Probability Advisors, LLC | +145,357 | $8M | ADD |
| BANK OF AMERICA CORP /DE/ | +87,081 | $5M | ADD |
| JANE STREET GROUP, LLC | +83,191 | $4M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| TIAA TRUST, NATIONAL ASSOCIATION | −1,095,858 | $58M | TRIM |
| HSBC HOLDINGS PLC | −311,396 | $17M | TRIM |
| Composition Wealth, LLC | −48,836 | $3M | TRIM |
| Opal Wealth Advisors, LLC | −33,441 | $2M | TRIM |
| Revolve Wealth Partners, LLC | −24,803 | $1M | 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 | 209 | 12,992,458 | — | $690M |
| 2025-Q4 | 188 | 11,935,386 | — | $638M |
| 2025-Q3 | 175 | 10,089,091 | — | $538M |
| 2025-Q2 | 174 | 10,105,038 | — | $527M |
| 2025-Q1 | 173 | 9,994,950 | — | $526M |
| 2024-Q4 | 170 | 9,288,637 | — | $494M |
| 2024-Q3 | 151 | 8,499,071 | — | $461M |
| 2024-Q2 | 150 | 8,120,421 | — | $434M |
| 2024-Q1 | 137 | 7,875,213 | — | $424M |
| 2023-Q4 | 136 | 8,105,285 | — | $438M |
| 2023-Q3 | 116 | 7,675,006 | — | $392M |
| 2023-Q2 | 111 | 5,885,404 | — | $313M |
| 2023-Q1 | 105 | 4,849,689 | — | $258M |
| 2022-Q4 | 104 | 4,357,092 | — | $226M |
| 2022-Q3 | 104 | 4,995,782 | — | $253M |
| 2022-Q2 | 107 | 3,755,519 | — | $198M |
| 2022-Q1 | 113 | 4,302,989 | — | $237M |
| 2021-Q4 | 116 | 3,646,727 | — | $211M |
| 2021-Q3 | 109 | 3,297,342 | — | $191M |
| 2021-Q2 | 104 | 3,318,911 | — | $194M |
| 2021-Q1 | 109 | 3,196,090 | — | $186M |
| 2020-Q4 | 108 | 3,118,236 | — | $182M |
| 2020-Q3 | 99 | 2,890,919 | — | $170M |
| 2020-Q2 | 94 | 2,720,280 | — | $159M |
| 2020-Q1 | 91 | 3,194,144 | — | $182M |
| 2019-Q4 | 89 | 2,525,871 | — | $146M |
| 2019-Q3 | 85 | 2,563,787 | — | $147M |
| 2019-Q2 | 75 | 2,169,504 | — | $123M |
| 2019-Q1 | 70 | 2,000,740 | — | $105M |
| 2018-Q4 | 67 | 1,940,481 | — | $106M |
| 2018-Q3 | 62 | 1,734,369 | — | $94M |
| 2018-Q2 | 60 | 1,538,712 | — | $84M |
| 2018-Q1 | 60 | 1,526,651 | — | $84M |
| 2017-Q4 | 59 | 1,366,362 | — | $76M |
| 2017-Q3 | 56 | 648,002 | — | $73M |
| 2017-Q2 | 50 | 1,363,045 | — | $106M |
| 2017-Q1 | 53 | 645,120 | — | $71M |
| 2016-Q4 | 51 | 695,314 | — | $76M |
| 2016-Q3 | 46 | 503,913 | — | $57M |
| 2016-Q2 | 43 | 489,691 | — | $56M |
| 2016-Q1 | 40 | 462,020 | — | $52M |
| 2015-Q4 | 38 | 495,303 | — | $55M |
| 2015-Q3 | 35 | 432,773 | — | $48M |
| 2015-Q2 | 38 | 430,390 | — | $47M |
| 2015-Q1 | 34 | 365,171 | — | $41M |
| 2014-Q4 | 37 | 375,028 | — | $42M |
| 2014-Q3 | 32 | 372,351 | — | $41M |
| 2014-Q2 | 30 | 308,383 | — | $34M |
| 2014-Q1 | 29 | 288,939 | — | $31M |
| 2013-Q4 | 26 | 362,304 | — | $38M |
| 2013-Q3 | 25 | 330,486 | — | $34M |
| 2013-Q2 | 26 | 298,741 | — | $31M |
| 2013-Q1 | 2 | 4,018 | — | $447,000 |
