% of shares outstanding is not shown for SMMU: 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 SMMU 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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 872K | 967K | 3.3M | 3.7M | 2.9M | 3.3M | $166M |
| CAPTRUST FINANCIAL ADVISORS | 432K | 461K | 524K | 957K | 1.0M | 1.2M | $58M |
| BANK OF AMERICA CORP /DE/ | 1.1M | 1.1M | 1.1M | 1.1M | 1.1M | 1.2M | $58M |
| Stonebridge Financial Group, LLC | 584K | 628K | 1.1M | 1.1M | 1.1M | 1.1M | $53M |
| CWM, LLC | 701K | 702K | 540K | 687K | 711K | 796K | $40M |
| Cetera Investment Advisers | 585K | 766K | 681K | 736K | 696K | 640K | $32M |
| JPMORGAN CHASE & CO | 144K | 400K | 893K | 1.9M | 827K | 636K | $32M |
| LPL Financial LLC | 379K | 417K | 448K | 461K | 505K | 549K | $28M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 596K | 690K | 842K | 789K | 724K | 497K | $25M |
| Biltmore Wealth Management, LLC | 408K | 410K | 430K | 398K | 404K | 419K | $21M |
| TD Capital Management LLC | 256K | 340K | 369K | 364K | 383K | 403K | $20M |
| OSAIC HOLDINGS, INC. | 71K | 216K | 306K | 302K | 317K | 390K | $20M |
| John A. Wolfe & Associates, Inc. | — | — | — | — | 487K | 362K | $18M |
| RAYMOND JAMES FINANCIAL INC | 188K | 171K | 193K | 288K | 300K | 318K | $16M |
| WELLS FARGO & COMPANY/MN | 239K | 275K | 257K | 268K | 265K | 277K | $14M |
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 | |
|---|---|---|---|
| MORGAN STANLEY | +366,799 | $19M | ADD |
| CAPTRUST FINANCIAL ADVISORS | +110,605 | $6M | ADD |
| Integrated Wealth Concepts LLC | +106,156 | $5M | ADD |
| Gateway Wealth Partners, LLC | +96,444 | $5M | ADD |
| CWM, LLC | +85,033 | $4M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | −227,330 | $11M | TRIM |
| SAGESPRING WEALTH PARTNERS, LLC | −206,349 | $10M | TRIM |
| JPMORGAN CHASE & CO | −191,180 | $10M | TRIM |
| AXXCESS WEALTH MANAGEMENT, LLC | −172,025 | $9M | CLOSE |
| John A. Wolfe & Associates, Inc. | −124,606 | $6M | 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 | 195 | 17,574,159 | — | $883M |
| 2025-Q4 | 184 | 17,168,478 | — | $866M |
| 2025-Q3 | 177 | 18,829,956 | — | $952M |
| 2025-Q2 | 170 | 15,671,337 | — | $786M |
| 2025-Q1 | 166 | 12,211,546 | — | $611M |
| 2024-Q4 | 171 | 10,593,092 | — | $528M |
| 2024-Q3 | 147 | 9,130,707 | — | $461M |
| 2024-Q2 | 142 | 8,943,001 | — | $446M |
| 2024-Q1 | 137 | 9,681,700 | — | $484M |
| 2023-Q4 | 138 | 9,562,034 | — | $478M |
| 2023-Q3 | 129 | 8,541,997 | — | $418M |
| 2023-Q2 | 124 | 8,237,912 | — | $408M |
| 2023-Q1 | 123 | 8,536,575 | — | $425M |
| 2022-Q4 | 112 | 9,492,599 | — | $466M |
| 2022-Q3 | 102 | 9,091,361 | — | $442M |
| 2022-Q2 | 89 | 8,533,840 | — | $422M |
| 2022-Q1 | 83 | 7,850,139 | — | $394M |
| 2021-Q4 | 88 | 8,447,187 | — | $432M |
| 2021-Q3 | 77 | 6,441,583 | — | $330M |
| 2021-Q2 | 73 | 6,112,546 | — | $314M |
| 2021-Q1 | 72 | 5,190,749 | — | $267M |
| 2020-Q4 | 71 | 3,736,388 | — | $192M |
| 2020-Q3 | 59 | 3,202,216 | — | $165M |
| 2020-Q2 | 50 | 2,544,839 | — | $130M |
| 2020-Q1 | 51 | 2,493,795 | — | $122M |
| 2019-Q4 | 47 | 2,141,345 | — | $109M |
| 2019-Q3 | 42 | 2,057,078 | — | $105M |
| 2019-Q2 | 39 | 1,909,301 | — | $98M |
| 2019-Q1 | 40 | 1,717,802 | — | $88M |
| 2018-Q4 | 31 | 578,971 | — | $29M |
| 2018-Q3 | 30 | 1,208,637 | — | $41M |
| 2018-Q2 | 31 | 959,092 | — | $35M |
| 2018-Q1 | 28 | 603,531 | — | $30M |
| 2017-Q4 | 28 | 592,086 | — | $30M |
| 2017-Q3 | 25 | 530,328 | — | $27M |
| 2017-Q2 | 21 | 502,901 | — | $25M |
| 2017-Q1 | 23 | 575,067 | — | $29M |
| 2016-Q4 | 27 | 487,535 | — | $24M |
| 2016-Q3 | 24 | 516,551 | — | $26M |
| 2016-Q2 | 26 | 504,819 | — | $25M |
| 2016-Q1 | 22 | 475,371 | — | $24M |
| 2015-Q4 | 22 | 383,710 | — | $19M |
| 2015-Q3 | 19 | 394,586 | — | $20M |
| 2015-Q2 | 19 | 344,431 | — | $17M |
| 2015-Q1 | 21 | 306,337 | — | $15M |
| 2014-Q4 | 23 | 453,169 | — | $23M |
| 2014-Q3 | 20 | 528,195 | — | $27M |
| 2014-Q2 | 23 | 453,549 | — | $23M |
| 2014-Q1 | 22 | 479,657 | — | $24M |
| 2013-Q4 | 21 | 517,976 | — | $26M |
| 2013-Q3 | 18 | 455,630 | — | $23M |
| 2013-Q2 | 16 | 243,054 | — | $12M |
| 2013-Q1 | 1 | 1,000 | — | $50,000 |
