% of shares outstanding is not shown for NZAC: 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 NZAC 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 | STATE STREET CORP | 978,300978,300 | $40M | — | — |
| 2 | PNC FINANCIAL SERVICES GROUP, INC. | 190,081190,081 | $8M | — | — |
| 3 | Betterment LLC | 136,723136,723 | $6M | — | ADD 1687% |
| 4 | MORGAN STANLEY | 70,29370,293 | $3M | — | — |
| 5 | LPL Financial LLC | 69,20869,208 | $3M | — | ADD 26% |
| 6 | BANK OF AMERICA CORP /DE/ | 57,97357,973 | $2M | — | TRIM -17% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 52,23152,231 | $2M | — | ADD 9% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40,11140,111 | $2M | — | ADD 69% |
| 9 | CITADEL ADVISORS LLC | 39,54539,545 | $2M | — | NEW |
| 10 | RAYMOND JAMES FINANCIAL INC | 36,56436,564 | $1M | — | ADD 13% |
| 11 | TRUIST FINANCIAL CORP | 34,38734,387 | $1M | — | — |
| 12 | LARCH CAPITAL PARTNERS LLC | 23,47023,470 | $953,931 | — | — |
| 13 | ROYAL BANK OF CANADA | 18,71118,711 | $760,000 | — | — |
| 14 | Invera Wealth Advisors, LLC | 16,40616,406 | $666,830 | — | TRIM -86% |
| 15 | UBS Group AG | 16,05616,056 | $652,596 | — | TRIM -17% |
| 16 | Fingerlakes Wealth Management, Inc. | 11,71111,711 | $476,008 | — | TRIM -2% |
| 17 | CWC Advisors, LLC. | 10,00510,005 | $406,647 | — | — |
| 18 | Wealth Analytics Partners, LLC | 9,6749,674 | $393,205 | — | — |
| 19 | JONES FINANCIAL COMPANIES LLLP | 9,5699,569 | $377,650 | — | ADD 16% |
| 20 | Integrated Wealth Concepts LLC | 8,8508,850 | $359,727 | — | ADD 60% |
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,2248,224 | $334,306 | — | ADD 3% |
| 22 | Mariner, LLC | 8,0868,086 | $328,660 | — | — |
| 23 | AQR CAPITAL MANAGEMENT LLC | 7,6007,600 | $308,906 | — | — |
| 24 | Wealthcare Advisory Partners LLC | 6,4446,444 | $261,920 | — | — |
| 25 | Monument Group Wealth Advisors, LLC | 5,8405,840 | $237,369 | — | — |
| 26 | MATHER GROUP, LLC. | 5,4005,400 | $219,486 | — | ADD 5% |
| 27 | OSAIC HOLDINGS, INC. | 5,3725,372 | $218,403 | — | — |
| 28 | FRANKLIN RESOURCES INC | 5,1005,100 | $207,292 | — | — |
| 29 | HARBOUR INVESTMENTS, INC. | 3,9353,935 | $159,942 | — | ADD 44% |
| 30 | CWM, LLC | 3,4453,445 | $140,023 | — | ADD 21% |
| 31 | Harbor Asset Planning, Inc. | 3,0043,004 | $122,084 | — | ADD 1456% |
| 32 | Smartleaf Asset Management LLC | 2,1922,192 | $86,378 | — | TRIM -59% |
| 33 | Aptus Capital Advisors, LLC | 1,6181,618 | $65,764 | — | ADD 5% |
| 34 | BALLAST ADVISORS LLC | 948948 | $39,000 | — | — |
| 35 | Farther Finance Advisors, LLC | 645645 | $26,516 | — | — |
| 36 | FMR LLC | 618618 | $25,136 | — | ADD 63% |
| 37 | Private Wealth Management Group, LLC | 526526 | $21,380 | — | TRIM -68% |
| 38 | Golden State Wealth Management, LLC | 280280 | $11,381 | — | TRIM -29% |
| 39 | AdvisorNet Financial, Inc | 159159 | $6,445 | — | NEW |
| 40 | WELLS FARGO & COMPANY/MN | 11 | $25 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| STATE STREET CORP | 1.0M | 1.1M | 1.1M | 992K | 975K | 978K | $40M |
| PNC FINANCIAL SERVICES GROUP, INC. | 165K | 172K | 179K | 194K | 188K | 190K | $8M |
| Betterment LLC | — | — | — | — | 8K | 137K | $6M |
| MORGAN STANLEY | 58K | 60K | 71K | 68K | 70K | 70K | $3M |
| LPL Financial LLC | 28K | 34K | 46K | 47K | 55K | 69K | $3M |
| BANK OF AMERICA CORP /DE/ | 58K | 57K | 57K | 58K | 70K | 58K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 52K | 55K | 58K | 56K | 48K | 52K | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | 52K | 24K | 40K | $2M |
| CITADEL ADVISORS LLC | 9K | 6K | 46K | — | — | 40K | $2M |
| RAYMOND JAMES FINANCIAL INC | 7K | 30K | 30K | 30K | 32K | 37K | $1M |
| TRUIST FINANCIAL CORP | 37K | 36K | 36K | 35K | 34K | 34K | $1M |
| LARCH CAPITAL PARTNERS LLC | — | — | — | — | 23K | 23K | $953,931 |
| ROYAL BANK OF CANADA | 18K | 19K | 36K | 19K | 19K | 19K | $760,000 |
| Invera Wealth Advisors, LLC | 129K | 127K | 124K | 120K | 113K | 16K | $666,830 |
| UBS Group AG | 26K | 24K | 18K | 20K | 19K | 16K | $652,596 |
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 | |
|---|---|---|---|
| Betterment LLC | +129,074 | $5M | ADD |
| CITADEL ADVISORS LLC | +39,545 | $2M | OPEN |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | +16,369 | $665,326 | ADD |
| LPL Financial LLC | +14,219 | $577,938 | ADD |
| RAYMOND JAMES FINANCIAL INC | +4,196 | $170,549 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Invera Wealth Advisors, LLC | −96,786 | $4M | TRIM |
| BANK OF AMERICA CORP /DE/ | −11,958 | $486,039 | TRIM |
| TFC Financial Management, Inc. | −7,335 | $298,135 | CLOSE |
| CARY STREET PARTNERS FINANCIAL LLC | −4,732 | $192,335 | CLOSE |
| UBS Group AG | −3,360 | $136,569 | 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 | 40 | 1,899,305 | — | $77M |
| 2025-Q4 | 43 | 1,810,946 | — | $78M |
| 2025-Q3 | 35 | 1,797,699 | — | $76M |
| 2025-Q2 | 34 | 1,927,113 | — | $76M |
| 2025-Q1 | 31 | 1,827,977 | — | $65M |
| 2024-Q4 | 36 | 1,842,584 | — | $67M |
| 2024-Q3 | 35 | 5,059,880 | — | $128M |
| 2024-Q2 | 33 | 1,794,320 | — | $62M |
| 2024-Q1 | 32 | 1,904,297 | — | $64M |
| 2023-Q4 | 31 | 6,806,491 | — | $216M |
| 2023-Q3 | 31 | 6,744,060 | — | $191M |
| 2023-Q2 | 30 | 6,893,586 | — | $205M |
| 2023-Q1 | 31 | 2,124,602 | — | $60M |
| 2022-Q4 | 31 | 2,159,324 | — | $56M |
| 2022-Q3 | 27 | 2,144,961 | — | $52M |
| 2022-Q2 | 27 | 2,288,618 | — | $60M |
| 2022-Q1 | 25 | 560,803 | — | $70M |
| 2021-Q4 | 25 | 595,891 | — | $79M |
| 2021-Q3 | 24 | 599,619 | — | $75M |
| 2021-Q2 | 25 | 632,952 | — | $80M |
| 2021-Q1 | 27 | 590,126 | — | $70M |
| 2020-Q4 | 23 | 493,912 | — | $56M |
| 2020-Q3 | 22 | 464,405 | — | $47M |
| 2020-Q2 | 23 | 373,870 | — | $35M |
| 2020-Q1 | 21 | 429,805 | — | $34M |
| 2019-Q4 | 22 | 658,117 | — | $65M |
| 2019-Q3 | 18 | 674,745 | — | $62M |
| 2019-Q2 | 16 | 579,801 | — | $53M |
| 2019-Q1 | 15 | 571,288 | — | $52M |
| 2018-Q4 | 17 | 499,456 | — | $40M |
| 2018-Q3 | 19 | 608,277 | — | $56M |
| 2018-Q2 | 16 | 614,232 | — | $54M |
| 2018-Q1 | 17 | 526,740 | — | $47M |
| 2017-Q4 | 15 | 548,269 | — | $49M |
| 2017-Q3 | 13 | 550,553 | — | $47M |
| 2017-Q2 | 12 | 564,955 | — | $47M |
| 2017-Q1 | 13 | 578,034 | — | $46M |
| 2016-Q4 | 12 | 588,416 | — | $44M |
| 2016-Q3 | 9 | 198,058 | — | $15M |
| 2016-Q2 | 9 | 199,022 | — | $14M |
| 2016-Q1 | 10 | 207,972 | — | $15M |
| 2015-Q4 | 7 | 138,712 | — | $10M |
| 2015-Q3 | 5 | 134,616 | — | $9M |
| 2015-Q2 | 4 | 143,343 | — | $11M |
| 2015-Q1 | 5 | 176,165 | — | $13M |
| 2014-Q4 | 3 | 193,277 | — | $14M |
