% of shares outstanding is not shown for SCHV: 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 SCHV 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 | Financial Engines Advisors L.L.C. | 48,427,80348.4M | $1.5B | — | TRIM -5% |
| 2 | SEI INVESTMENTS CO | 44,768,50644.8M | $1.4B | — | TRIM -2% |
| 3 | MATHER GROUP, LLC. | 35,341,35935.3M | $1.1B | — | — |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 18,286,17818.3M | $558M | — | ADD 10% |
| 5 | OSAIC HOLDINGS, INC. | 11,280,21211.3M | $343M | — | TRIM -3% |
| 6 | Avantax Planning Partners, Inc. | 10,217,48610.2M | $312M | — | — |
| 7 | Mariner, LLC | 9,175,7729.2M | $280M | — | — |
| 8 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 8,055,0528.1M | $246M | — | TRIM -5% |
| 9 | MONETA GROUP INVESTMENT ADVISORS LLC | 5,065,5385.1M | $154M | — | ADD 7% |
| 10 | Betterment LLC | 4,000,9484.0M | $122M | — | TRIM -3% |
| 11 | Beacon Pointe Advisors, LLC | 3,873,1133.9M | $118M | — | ADD 234% |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,812,1363.8M | $117M | — | TRIM -40% |
| 13 | Cetera Investment Advisers | 3,544,1843.5M | $108M | — | — |
| 14 | Gemmer Asset Management LLC | 3,432,5473.4M | $105M | — | TRIM -7% |
| 15 | LPL Financial LLC | 3,312,3163.3M | $101M | — | — |
| 16 | Savant Capital, LLC | 3,109,3733.1M | $95M | — | TRIM -3% |
| 17 | MORGAN STANLEY | 3,035,4003.0M | $93M | — | ADD 10% |
| 18 | Mokosak Advisory Group, LLC | 3,008,5013.0M | $92M | — | — |
| 19 | RAINEY & RANDALL WEALTH ADVISORS INC. | 2,996,2453.0M | $91M | — | — |
| 20 | Krilogy Financial LLC | 2,872,2872.9M | $91M | — | — |
| 21 | UBS Group AG | 2,724,6802.7M | $83M | — | ADD 10% |
| 22 | HighTower Advisors, LLC | 2,657,5972.7M | $81M | — | — |
| 23 | AMERIPRISE FINANCIAL INC | 2,611,7562.6M | $80M | — | TRIM -6% |
| 24 | Cooper Financial Group | 2,135,9742.1M | $65M | — | ADD 4% |
| 25 | EXCHANGE TRADED CONCEPTS, LLC | 2,098,2652.1M | $64M | — | ADD 3% |
| 26 | World Investment Advisors | 1,977,3982.0M | $60M | — | ADD 102% |
| 27 | Compound Planning, Inc. | 1,974,4422.0M | $60M | — | TRIM -6% |
| 28 | Creative Planning | 1,918,9941.9M | $59M | — | TRIM -37% |
| 29 | BANK OF AMERICA CORP /DE/ | 1,891,6521.9M | $58M | — | — |
| 30 | Financial Management Professionals, Inc. | 1,726,1761.7M | $53M | — | NEW |
| 31 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1,724,1841.7M | $53M | — | — |
| 32 | GenWealth Group, Inc. | 1,703,4841.7M | $52M | — | ADD 3% |
| 33 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,625,4881.6M | $50M | — | TRIM -2% |
| 34 | Focus Partners Advisor Solutions, LLC | 1,563,9811.6M | $48M | — | TRIM -5% |
| 35 | JPMORGAN CHASE & CO | 1,553,4281.6M | $46M | — | ADD 31% |
| 36 | Black Diamond Financial, LLC | 1,411,0121.4M | $43M | — | ADD 3% |
| 37 | Northern Capital Management, Inc. | 1,367,2471.4M | $42M | — | ADD 23% |
| 38 | DRAVO BAY LLC | 1,329,0561.3M | $41M | — | ADD 3% |
| 39 | HRC WEALTH MANAGEMENT, LLC | 1,308,5591.3M | $40M | — | — |
| 40 | Thrivent Financial for Lutherans | 1,268,1731.3M | $39M | — | TRIM -8% |
| 41 | XML Financial, LLC | 1,244,2501.2M | $38M | — | ADD 7% |
| 42 | Summit Asset Management, LLC | 1,232,4571.2M | $38M | — | ADD 5% |
| 43 | BALLAST ADVISORS LLC | 1,194,1931.2M | $36M | — | ADD 5% |
| 44 | NICOLET BANKSHARES INC | 1,193,2581.2M | $36M | — | NEW |
| 45 | Veery Capital, LLC | 1,168,4071.2M | $36M | — | ADD 3% |
| 46 | Envestnet Portfolio Solutions, Inc. | 1,165,6031.2M | $36M | — | — |
| 47 | Midwest Trust Co | 1,138,2301.1M | $35M | — | ADD 4% |
| 48 | Brady Martz Wealth Solutions, LLC | 1,135,1071.1M | $35M | — | TRIM -8% |
| 49 | Cerity Partners LLC | 1,103,2861.1M | $34M | — | ADD 17% |
| 50 | CAPTRUST FINANCIAL ADVISORS | 1,100,6241.1M | $34M | — | ADD 69% |
| 51 | Financial Advisors Network, Inc. | 1,059,8471.1M | $32M | — | ADD 2% |
| 52 | CX Institutional | 1,055,0861.1M | $32M | — | TRIM -43% |
| 53 | Serenity Investment Advisors | 961,436961,436 | $32M | — | ADD 9% |
| 54 | Dodds Wealth, LLC | 1,041,1261.0M | $32M | — | TRIM -2% |
| 55 | GHP Investment Advisors, Inc. | 1,024,9231.0M | $31M | — | — |
| 56 | MAI Capital Management | 1,015,9791.0M | $31M | — | — |
| 57 | TSG Advice Partners, LLC | 1,012,1621.0M | $31M | — | NEW |
| 58 | SOUTHERN MICHIGAN BANK & TRUST | 1,001,6251.0M | $31M | — | NEW |
| 59 | Ally Invest Advisors Inc. | 964,431964,431 | $29M | — | — |
| 60 | Tradition Wealth Management, LLC | 944,929944,929 | $29M | — | — |
| 61 | MML INVESTORS SERVICES, LLC | 920,773920,773 | $28M | — | TRIM -14% |
| 62 | RAYMOND JAMES FINANCIAL INC | 851,664851,664 | $26M | — | — |
| 63 | KRM WEALTH MANAGEMENT L.L.C. | 831,467831,467 | $25M | — | ADD 4% |
| 64 | Persium Advisors, LLC | 828,626828,626 | $25M | — | — |
| 65 | WELLS FARGO & COMPANY/MN | 819,710819,710 | $25M | — | TRIM -7% |
| 66 | Kestra Advisory Services, LLC | 811,887811,887 | $25M | — | ADD 34% |
| 67 | Merit Financial Group, LLC | 804,791804,791 | $25M | — | — |
| 68 | SAGE FINANCIAL GROUP INC | 772,170772,170 | $24M | — | — |
| 69 | ROYAL BANK OF CANADA | 753,271753,271 | $23M | — | ADD 7% |
| 70 | Noble Family Wealth, LLC | 724,813724,813 | $22M | — | — |
| 71 | Waverly Advisors, LLC | 718,686718,686 | $22M | — | ADD 23% |
| 72 | USAdvisors Wealth Management, LLC | 730,681730,681 | $22M | — | ADD 4% |
| 73 | OneDigital Investment Advisors LLC | 695,917695,917 | $21M | — | TRIM -33% |
| 74 | Ethos Financial Group, LLC | 693,268693,268 | $21M | — | — |
| 75 | KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 687,339687,339 | $21M | — | — |
| 76 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 681,403681,403 | $21M | — | TRIM -2% |
| 77 | Focus Partners Wealth | 666,146666,146 | $20M | — | ADD 2% |
| 78 | Prime Capital Investment Advisors, LLC | 659,706659,706 | $20M | — | TRIM -7% |
| 79 | Meriwether Wealth & Planning, LLC | 656,026656,026 | $20M | — | TRIM -14% |
| 80 | CHOREO, LLC | 653,802653,802 | $20M | — | ADD 532% |
| 81 | LCNB CORP | 653,158653,158 | $20M | — | — |
| 82 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 647,244647,244 | $20M | — | TRIM -4% |
| 83 | Cornerstone Wealth Advisors, Inc. | 643,115643,115 | $20M | — | ADD 2% |
| 84 | Seneca Financial Advisors LLC | 638,696638,696 | $19M | — | TRIM -2% |
| 85 | Focus Financial Network, Inc. | 636,842636,842 | $19M | — | TRIM -11% |
| 86 | Perigon Wealth Management, LLC | 628,987628,987 | $19M | — | ADD 2% |
| 87 | Cape Investment Advisory, Inc. | 601,671601,671 | $18M | — | — |
| 88 | Garde Capital, Inc. | 590,652590,652 | $18M | — | TRIM -2% |
| 89 | Seek First Inc. | 580,171580,171 | $18M | — | ADD 7% |
| 90 | Whitaker-Myers Wealth Managers, LTD. | 577,350577,350 | $18M | — | ADD 4% |
| 91 | Farther Finance Advisors, LLC | 568,613568,613 | $17M | — | ADD 12% |
| 92 | JBGlobal.com LLC | 563,413563,413 | $17M | — | NEW |
| 93 | Denver PWM, LLC | 521,831521,831 | $17M | — | TRIM -21% |
| 94 | Mutual Advisors, LLC | 556,876556,876 | $17M | — | TRIM -7% |
| 95 | Northeast Financial Group, Inc. | 549,657549,657 | $17M | — | TRIM -9% |
| 96 | Payne Capital Management, LLC | 543,690543,690 | $17M | — | ADD 3% |
| 97 | YANKCOM Partnership | 536,086536,086 | $16M | — | ADD 14% |
| 98 | Cambridge Investment Research Advisors, Inc. | 511,304511,304 | $16M | — | TRIM -34% |
| 99 | Sunbelt Securities, Inc. | 510,572510,572 | $16M | — | ADD 25% |
| 100 | Martel Wealth Advisors LLC | 482,439482,439 | $15M | — | TRIM -3% |
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 |
|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 55.4M | 53.3M | 52.6M | 51.9M | 50.8M | 48.4M | $1.5B |
| SEI INVESTMENTS CO | 38.9M | 40.6M | 43.1M | 44.4M | 45.8M | 44.8M | $1.4B |
| MATHER GROUP, LLC. | 32.0M | 33.0M | 33.0M | 34.1M | 35.1M | 35.3M | $1.1B |
| ENVESTNET ASSET MANAGEMENT INC | 15.9M | 16.5M | 16.2M | 16.7M | 16.6M | 18.3M | $558M |
| OSAIC HOLDINGS, INC. | 11.2M | 11.6M | 12.0M | 12.1M | 11.6M | 11.3M | $343M |
| Avantax Planning Partners, Inc. | 9.9M | 10.0M | 9.9M | 10.1M | 10.2M | 10.2M | $312M |
| Mariner, LLC | 8.0M | 8.2M | 8.7M | 8.8M | 9.1M | 9.2M | $280M |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | — | — | — | 8.5M | 8.5M | 8.1M | $246M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3.4M | 3.8M | 4.5M | 4.7M | 4.7M | 5.1M | $154M |
| Betterment LLC | 4.7M | 4.5M | 4.4M | 4.3M | 4.1M | 4.0M | $122M |
| Beacon Pointe Advisors, LLC | 967K | 977K | 1.1M | 1.1M | 1.2M | 3.9M | $118M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.6M | 7.0M | 6.8M | 6.6M | 6.4M | 3.8M | $117M |
| Cetera Investment Advisers | 1.2M | 1.2M | 1.2M | 3.0M | 3.6M | 3.5M | $108M |
| Gemmer Asset Management LLC | 4.2M | 4.3M | 4.4M | 4.3M | 3.7M | 3.4M | $105M |
| LPL Financial LLC | 3.5M | 3.5M | 3.6M | 3.8M | 3.3M | 3.3M | $101M |
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 | |
|---|---|---|---|
| Beacon Pointe Advisors, LLC | +2,714,584 | $83M | ADD |
| Financial Management Professionals, Inc. | +1,726,176 | $53M | OPEN |
| ENVESTNET ASSET MANAGEMENT INC | +1,674,055 | $51M | ADD |
| NICOLET BANKSHARES INC | +1,193,258 | $36M | OPEN |
| TSG Advice Partners, LLC | +1,012,162 | $31M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −2,560,274 | $78M | TRIM |
| Financial Engines Advisors L.L.C. | −2,336,304 | $71M | TRIM |
| MIdWestOne Financial Group, Inc. | −1,189,268 | $36M | CLOSE |
| Creative Planning | −1,110,370 | $34M | TRIM |
| FAS Wealth Partners, Inc. | −1,100,145 | $34M | 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 | 956 | 361,828,647 | — | $11.0B |
| 2025-Q4 | 928 | 358,665,065 | — | $10.6B |
| 2025-Q3 | 866 | 352,679,065 | — | $10.3B |
| 2025-Q2 | 879 | 341,228,612 | — | $9.4B |
| 2025-Q1 | 841 | 334,174,698 | — | $8.9B |
| 2024-Q4 | 823 | 328,300,501 | — | $8.6B |
| 2024-Q3 | 784 | 109,817,276 | — | $8.4B |
| 2024-Q2 | 763 | 103,106,186 | — | $7.7B |
| 2024-Q1 | 752 | 102,627,998 | — | $7.7B |
| 2023-Q4 | 727 | 108,635,572 | — | $7.6B |
| 2023-Q3 | 647 | 103,882,376 | — | $6.7B |
| 2023-Q2 | 686 | 102,050,446 | — | $6.8B |
| 2023-Q1 | 693 | 102,116,507 | — | $6.7B |
| 2022-Q4 | 695 | 104,517,004 | — | $6.9B |
| 2022-Q3 | 639 | 100,014,912 | — | $5.9B |
| 2022-Q2 | 647 | 99,306,954 | — | $6.2B |
| 2022-Q1 | 641 | 100,436,513 | — | $7.2B |
| 2021-Q4 | 644 | 97,185,804 | — | $7.1B |
| 2021-Q3 | 566 | 88,972,434 | — | $6.0B |
| 2021-Q2 | 562 | 91,606,209 | — | $6.3B |
| 2021-Q1 | 538 | 93,116,810 | — | $6.1B |
| 2020-Q4 | 512 | 92,800,381 | — | $5.5B |
| 2020-Q3 | 451 | 85,600,277 | — | $4.5B |
| 2020-Q2 | 455 | 83,210,810 | — | $4.2B |
| 2020-Q1 | 453 | 80,828,046 | — | $3.6B |
| 2019-Q4 | 491 | 73,697,155 | — | $4.4B |
| 2019-Q3 | 414 | 91,047,475 | — | $4.2B |
| 2019-Q2 | 416 | 63,337,585 | — | $3.6B |
| 2019-Q1 | 401 | 63,045,478 | — | $3.5B |
| 2018-Q4 | 379 | 52,605,897 | — | $2.6B |
| 2018-Q3 | 309 | 43,049,267 | — | $2.4B |
| 2018-Q2 | 290 | 44,641,559 | — | $2.1B |
| 2018-Q1 | 282 | 36,263,020 | — | $1.9B |
| 2017-Q4 | 266 | 34,630,018 | — | $1.9B |
| 2017-Q3 | 213 | 29,250,867 | — | $1.5B |
| 2017-Q2 | 208 | 25,763,996 | — | $1.3B |
| 2017-Q1 | 194 | 25,653,902 | — | $1.3B |
| 2016-Q4 | 178 | 23,403,277 | — | $1.1B |
| 2016-Q3 | 154 | 17,474,835 | — | $777M |
| 2016-Q2 | 152 | 16,592,715 | — | $743M |
| 2016-Q1 | 146 | 13,539,319 | — | $585M |
| 2015-Q4 | 132 | 11,583,447 | — | $491M |
| 2015-Q3 | 114 | 9,215,133 | — | $368M |
| 2015-Q2 | 113 | 5,937,435 | — | $256M |
| 2015-Q1 | 111 | 6,029,401 | — | $261M |
| 2014-Q4 | 106 | 7,305,577 | — | $320M |
| 2014-Q3 | 79 | 5,410,399 | — | $231M |
| 2014-Q2 | 77 | 4,203,093 | — | $180M |
| 2014-Q1 | 66 | 3,556,813 | — | $147M |
| 2013-Q4 | 60 | 2,635,297 | — | $107M |
| 2013-Q3 | 46 | 2,233,780 | — | $83M |
| 2013-Q2 | 45 | 1,496,273 | — | $54M |
| 2013-Q1 | 1 | 15,595 | — | $552,000 |
