% of shares outstanding is not shown for SCHP: 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 SCHP in the served universe — that lands with the next screener build.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Empower Advisory Group, LLC | 53,127,49353.1M | $1.4B | — | ADD 7% |
| 2 | Wealthfront Advisers LLC | 34,244,93934.2M | $911M | — | — |
| 3 | Municipal Employees' Retirement System of Michigan | 16,188,58616.2M | $431M | — | ADD 6% |
| 4 | Quadratic Capital Management LLC | 14,182,47014.2M | $377M | — | TRIM -2% |
| 5 | SEI INVESTMENTS CO | 12,955,29213.0M | $345M | — | ADD 5% |
| 6 | JPMORGAN CHASE & CO | 12,884,09812.9M | $342M | — | ADD 760% |
| 7 | BANK OF AMERICA CORP /DE/ | 11,331,81811.3M | $302M | — | TRIM -23% |
| 8 | EVOKE WEALTH, LLC | 10,392,69510.4M | $277M | — | ADD 15% |
| 9 | Cerity Partners LLC | 9,796,2229.8M | $261M | — | ADD 5% |
| 10 | ALLIANCEBERNSTEIN L.P. | 9,424,9279.4M | $250M | — | ADD 10% |
Ranked by each filer’s own reported value, not shares.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| JPMORGAN CHASE & CO | +11,386,444 | $303M | ADD |
| LINCOLN NATIONAL CORP | +5,726,082 | $152M | ADD |
| Empower Advisory Group, LLC | +3,460,522 | $92M | ADD |
| ARMSTRONG ADVISORY GROUP, INC | +2,770,168 | $74M | ADD |
| EVOKE WEALTH, LLC | +1,360,179 | $36M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | −3,468,400 | $92M | TRIM |
| US BANCORP \DE\ | −2,432,285 | $65M | TRIM |
| Temasek Holdings (Private) Ltd | −1,410,000 | $38M | CLOSE |
| Creative Planning | −995,382 | $26M | TRIM |
| Arax Advisory Partners | −935,451 | $25M | TRIM |
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 |
|---|---|---|---|---|---|---|---|
| Empower Advisory Group, LLC | 38.3M | 40.7M | 42.7M | 45.6M | 49.7M | 53.1M | $1.4B |
| Wealthfront Advisers LLC | 22.2M | 28.2M | 32.0M | 35.7M | 34.5M | 34.2M | $911M |
| Municipal Employees' Retirement System of Michigan | 15.6M | 16.4M | 16.4M | 16.4M | 15.2M | 16.2M | $431M |
| Quadratic Capital Management LLC | 14.2M | 14.2M | 8.9M | 11.8M | 14.5M | 14.2M | $377M |
| SEI INVESTMENTS CO | 11.2M | 11.1M | 11.4M | 11.8M | 12.3M | 13.0M | $345M |
| JPMORGAN CHASE & CO | 1.3M | 17.6M | 13.6M | 28.3M | 1.5M | 12.9M | $342M |
| BANK OF AMERICA CORP /DE/ | 1.9M | 2.4M | 2.6M | 2.7M | 14.8M | 11.3M | $302M |
| EVOKE WEALTH, LLC | 4.9M | 5.6M | 6.8M | 7.8M | 9.0M | 10.4M | $277M |
| Cerity Partners LLC | 8.0M | 7.6M | 7.8M | 8.4M | 9.3M | 9.8M | $261M |
| ALLIANCEBERNSTEIN L.P. | 7.6M | 7.6M | 7.8M | 7.9M | 8.6M | 9.4M | $250M |
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.
