% of shares outstanding is not shown for SCHA: 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 SCHA 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 |
|---|---|---|---|---|---|---|---|
| Empower Advisory Group, LLC | 25.3M | 26.4M | 33.4M | 34.2M | 34.0M | 36.9M | $1.1B |
| SEI INVESTMENTS CO | 13.8M | 14.3M | 15.5M | 14.7M | 14.8M | 14.7M | $428M |
| BANK OF AMERICA CORP /DE/ | 46.3M | 18.1M | 19.0M | 17.3M | 17.3M | 14.6M | $424M |
| Creative Planning | 4.5M | 4.5M | 4.7M | 4.7M | 6.8M | 6.0M | $174M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.4M | 4.1M | 4.9M | 5.2M | 5.5M | 5.8M | $169M |
| UBS Group AG | 3.7M | 3.9M | 3.8M | 4.1M | 4.0M | 5.1M | $149M |
| Financial Engines Advisors L.L.C. | 5.1M | 5.1M | 5.5M | 5.0M | 4.8M | 4.6M | $133M |
| Advisory Alpha, LLC | 4.2M | 3.8M | 3.7M | 4.0M | 4.0M | 3.9M | $113M |
| Cerity Partners LLC | 4.6M | 4.8M | 3.9M | 3.8M | 3.8M | 3.8M | $112M |
| Mariner, LLC | 2.9M | 2.9M | 2.8M | 2.8M | 2.9M | 3.4M | $98M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2.9M | 2.8M | 4.7M | 4.5M | 4.4M | 2.7M | $79M |
| LPL Financial LLC | 2.4M | 2.4M | 2.4M | 2.5M | 2.6M | 2.7M | $78M |
| Steele Capital Management, Inc. | 1.6M | 1.6M | 2.3M | 2.3M | 2.3M | 2.3M | $66M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | — | — | — | 2.1M | 2.2M | 2.0M | $59M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1.4M | 1.5M | 1.9M | 2.0M | 2.0M | 2.0M | $59M |
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 | |
|---|---|---|---|
| Empower Advisory Group, LLC | +2,879,382 | $84M | ADD |
| UBS Group AG | +1,106,281 | $32M | ADD |
| ENVESTNET ASSET MANAGEMENT INC | +689,484 | $20M | ADD |
| Mariner, LLC | +474,776 | $14M | ADD |
| JONES FINANCIAL COMPANIES LLLP | +397,866 | $12M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Corient Private Wealth LLC | −3,714,728 | $108M | TRIM |
| RMG Wealth Management LLC | −3,577,001 | $104M | TRIM |
| BANK OF AMERICA CORP /DE/ | −2,726,545 | $79M | TRIM |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −1,717,851 | $50M | TRIM |
| Creative Planning | −794,657 | $23M | 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 | 1,242 | 246,767,083 | — | $7.2B |
| 2025-Q4 | 1,236 | 253,225,443 | — | $7.2B |
| 2025-Q3 | 1,164 | 241,277,264 | — | $6.7B |
| 2025-Q2 | 1,135 | 238,591,752 | — | $6.1B |
| 2025-Q1 | 1,134 | 230,218,370 | — | $5.4B |
| 2024-Q4 | 1,166 | 258,712,924 | — | $6.7B |
| 2024-Q3 | 1,068 | 132,386,558 | — | $6.5B |
| 2024-Q2 | 1,051 | 216,882,650 | — | $10.2B |
| 2024-Q1 | 1,046 | 213,303,597 | — | $10.5B |
| 2023-Q4 | 1,056 | 218,397,462 | — | $9.6B |
| 2023-Q3 | 943 | 195,814,346 | — | $8.1B |
| 2023-Q2 | 958 | 193,181,752 | — | $8.5B |
| 2023-Q1 | 929 | 193,512,862 | — | $8.1B |
| 2022-Q4 | 940 | 197,061,997 | — | $8.0B |
| 2022-Q3 | 868 | 191,284,843 | — | $7.2B |
| 2022-Q2 | 881 | 198,600,834 | — | $7.8B |
| 2022-Q1 | 940 | 219,089,697 | — | $10.1B |
| 2021-Q4 | 949 | 102,456,927 | — | $10.5B |
| 2021-Q3 | 837 | 99,445,534 | — | $10.0B |
| 2021-Q2 | 838 | 96,819,051 | — | $10.1B |
| 2021-Q1 | 818 | 94,613,731 | — | $9.4B |
| 2020-Q4 | 748 | 89,304,447 | — | $7.9B |
| 2020-Q3 | 637 | 84,815,313 | — | $5.8B |
| 2020-Q2 | 633 | 84,252,837 | — | $5.5B |
| 2020-Q1 | 637 | 72,593,114 | — | $3.6B |
| 2019-Q4 | 707 | 60,457,043 | — | $4.6B |
| 2019-Q3 | 598 | 56,235,062 | — | $3.9B |
| 2019-Q2 | 596 | 53,630,573 | — | $3.9B |
| 2019-Q1 | 584 | 53,833,309 | — | $3.6B |
| 2018-Q4 | 559 | 48,301,787 | — | $3.0B |
| 2018-Q3 | 510 | 48,397,881 | — | $3.7B |
| 2018-Q2 | 483 | 45,356,847 | — | $3.3B |
| 2018-Q1 | 442 | 42,169,299 | — | $2.9B |
| 2017-Q4 | 435 | 38,889,424 | — | $2.7B |
| 2017-Q3 | 360 | 33,470,155 | — | $2.2B |
| 2017-Q2 | 332 | 30,285,794 | — | $1.9B |
| 2017-Q1 | 311 | 30,021,909 | — | $1.9B |
| 2016-Q4 | 290 | 25,406,679 | — | $1.5B |
| 2016-Q3 | 257 | 20,441,691 | — | $1.2B |
| 2016-Q2 | 239 | 18,562,112 | — | $1.0B |
| 2016-Q1 | 236 | 17,544,053 | — | $913M |
| 2015-Q4 | 227 | 14,674,242 | — | $763M |
| 2015-Q3 | 217 | 12,978,280 | — | $661M |
| 2015-Q2 | 213 | 11,701,014 | — | $672M |
| 2015-Q1 | 195 | 9,103,788 | — | $527M |
| 2014-Q4 | 185 | 8,039,690 | — | $446M |
| 2014-Q3 | 157 | 6,315,051 | — | $327M |
| 2014-Q2 | 158 | 6,168,241 | — | $337M |
| 2014-Q1 | 150 | 7,425,078 | — | $399M |
| 2013-Q4 | 135 | 7,253,507 | — | $381M |
| 2013-Q3 | 105 | 5,108,074 | — | $246M |
| 2013-Q2 | 95 | 5,393,417 | — | $238M |
| 2013-Q1 | 4 | 20,680 | — | $886,000 |
