% of shares outstanding is not shown for SPIP: 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 SPIP 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 | CWM, LLC | 4,582,1054.6M | $119M | — | ADD 12% |
| 2 | STATE STREET CORP | 3,671,8213.7M | $96M | — | — |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,913,3822.9M | $76M | — | TRIM -3% |
| 4 | Cannon Financial Strategists, Inc. | 1,152,7171.2M | $30M | — | ADD 10% |
| 5 | Pure Financial Advisors, LLC | 1,048,5211.0M | $27M | — | — |
| 6 | 3EDGE Asset Management, LP | 888,426888,426 | $23M | — | TRIM -25% |
| 7 | Cerity Partners LLC | 825,939825,939 | $21M | — | — |
| 8 | LPL Financial LLC | 749,958749,958 | $20M | — | ADD 4% |
| 9 | Hughes Financial Services, LLC | 749,586749,586 | $19M | — | ADD 5% |
| 10 | BANK OF AMERICA CORP /DE/ | 693,510693,510 | $18M | — | TRIM -15% |
| 11 | GOLDMAN SACHS GROUP INC | 444,825444,825 | $12M | — | ADD 27% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 409,420409,420 | $11M | — | — |
| 13 | MORGAN STANLEY | 387,984387,984 | $10M | — | TRIM -29% |
| 14 | ERn Financial, LLC | 346,671346,671 | $9M | — | — |
| 15 | WELLS FARGO & COMPANY/MN | 336,737336,737 | $9M | — | — |
| 16 | FLAGSHIP HARBOR ADVISORS, LLC | 299,225299,225 | $8M | — | ADD 105% |
| 17 | Private Advisor Group, LLC | 298,038298,038 | $8M | — | ADD 105% |
| 18 | SeaBridge Investment Advisors LLC | 285,808285,808 | $7M | — | — |
| 19 | Aquire Wealth Advisors, LLC | 228,137228,137 | $6M | — | TRIM -3% |
| 20 | Tower Research Capital LLC (TRC) | 215,794215,794 | $6M | — | ADD 638% |
| 21 | GREAT VALLEY ADVISOR GROUP, INC. | 207,355207,355 | $5M | — | TRIM -3% |
| 22 | Procyon Advisors, LLC | 189,325189,325 | $5M | — | — |
| 23 | Financial Engines Advisors L.L.C. | 184,065184,065 | $5M | — | ADD 11% |
| 24 | Cetera Investment Advisers | 164,957164,957 | $4M | — | TRIM -4% |
| 25 | FULTON BREAKEFIELD BROENNIMAN LLC | 164,026164,026 | $4M | — | — |
| 26 | FLOW TRADERS U.S. LLC | 158,466158,466 | $4M | — | TRIM -5% |
| 27 | Bank of New York Mellon Corp | 128,641128,641 | $3M | — | — |
| 28 | Verde Capital Management | 127,430127,430 | $3M | — | ADD 5% |
| 29 | Garde Capital, Inc. | 120,897120,897 | $3M | — | — |
| 30 | JPMORGAN CHASE & CO | 119,066119,066 | $3M | — | ADD 67% |
| 31 | RAYMOND JAMES FINANCIAL INC | 115,261115,261 | $3M | — | ADD 3% |
| 32 | Note Advisors, LLC | 114,850114,850 | $3M | — | ADD 6% |
| 33 | Integrity Wealth Solutions LLC | 107,253107,253 | $3M | — | ADD 5% |
| 34 | TIAA TRUST, NATIONAL ASSOCIATION | 101,047101,047 | $3M | — | ADD 17% |
| 35 | CITADEL ADVISORS LLC | 85,97985,979 | $2M | — | ADD 170% |
| 36 | Allen Capital Group, LLC | 83,84283,842 | $2M | — | TRIM -7% |
| 37 | TRUIST FINANCIAL CORP | 83,69183,691 | $2M | — | TRIM -6% |
| 38 | Foundations Investment Advisors, LLC | 80,52480,524 | $2M | — | ADD 37% |
| 39 | ST GERMAIN D J CO INC | 75,69175,691 | $2M | — | — |
| 40 | ALTFEST L J & CO INC | 75,32175,321 | $2M | — | ADD 10% |
| 41 | Continuum Advisory, LLC | 74,11074,110 | $2M | — | ADD 4% |
| 42 | Rinkey Investments | 72,05172,051 | $2M | — | ADD 2% |
| 43 | Jacobi Capital Management LLC | 67,62067,620 | $2M | — | ADD 14% |
| 44 | CFS Investment Advisory Services, LLC | 61,73761,737 | $2M | — | NEW |
| 45 | Gerber Kawasaki Wealth & Investment Management | 61,66961,669 | $2M | — | ADD 10% |
| 46 | BlackDiamond Wealth Management, LLC | 60,12160,121 | $2M | — | NEW |
| 47 | Cambridge Investment Research Advisors, Inc. | 59,91159,911 | $2M | — | ADD 101% |
| 48 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 58,60358,603 | $2M | — | TRIM -24% |
| 49 | SigFig Wealth Management, LLC | 58,57958,579 | $2M | — | TRIM -5% |
| 50 | Mariner, LLC | 57,13657,136 | $1M | — | ADD 18% |
| 51 | CULBERTSON A N & CO INC | 56,78056,780 | $1M | — | NEW |
| 52 | JANE STREET GROUP, LLC | 50,30150,301 | $1M | — | NEW |
| 53 | Independent Advisor Alliance | 47,79247,792 | $1M | — | NEW |
| 54 | CARY STREET PARTNERS FINANCIAL LLC | 42,90742,907 | $1M | — | ADD 3% |
| 55 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42,66942,669 | $1M | — | NEW |
| 56 | OSAIC HOLDINGS, INC. | 41,79241,792 | $1M | — | TRIM -4% |
| 57 | City State Bank | 41,76541,765 | $1M | — | — |
| 58 | Leading Edge Financial Planning LLC | 41,15641,156 | $1M | — | TRIM -7% |
| 59 | Charles Schwab Trust Co | 40,95340,953 | $1M | — | ADD 12% |
| 60 | Wealthcare Advisory Partners LLC | 40,25340,253 | $1M | — | TRIM -60% |
| 61 | Global View Capital Management LLC | 40,10840,108 | $1M | — | — |
| 62 | HRT FINANCIAL LP | 39,75639,756 | $1M | — | NEW |
| 63 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 38,75538,755 | $1M | — | NEW |
| 64 | MML INVESTORS SERVICES, LLC | 38,41538,415 | $999,170 | — | TRIM -8% |
| 65 | AMERIPRISE FINANCIAL INC | 37,98237,982 | $987,909 | — | — |
| 66 | FIFTH THIRD BANCORP | 37,77837,778 | $982,606 | — | NEW |
| 67 | Geneos Wealth Management Inc. | 36,93636,936 | $960,705 | — | TRIM -2% |
| 68 | Wealth Advisory Solutions, LLC | 36,91736,917 | $960,214 | — | — |
| 69 | ROYAL BANK OF CANADA | 36,57436,574 | $951,000 | — | TRIM -20% |
| 70 | Busey Bank | 35,18435,184 | $915,136 | — | — |
| 71 | WEALTHCARE CAPITAL MANAGEMENT LLC | 34,63634,636 | $900,882 | — | TRIM -19% |
| 72 | Sanctuary Advisors, LLC | 34,12634,126 | $887,623 | — | ADD 2% |
| 73 | Treasure Coast Financial Planning | 33,11633,116 | $861,351 | — | — |
| 74 | Lido Advisors, LLC | 30,99830,998 | $806,258 | — | — |
| 75 | Creative Planning | 30,37330,373 | $789,995 | — | ADD 39% |
| 76 | Modera Wealth Management, LLC | 30,32930,329 | $788,858 | — | — |
| 77 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | 28,56528,565 | $742,976 | — | TRIM -2% |
| 78 | Equitable Holdings, Inc. | 28,01428,014 | $726,963 | — | TRIM -3% |
| 79 | Auour Investments LLC | 26,74826,748 | $695,724 | — | ADD 3% |
| 80 | Amicus Financial Advisors, LLC | 24,96224,962 | $649,256 | — | — |
| 81 | KWB Wealth | 24,10124,101 | $625,416 | — | TRIM -2% |
| 82 | BIP Wealth, LLC | 23,57723,577 | $613,230 | — | TRIM -2% |
| 83 | NORTHERN TRUST CORP | 23,52623,526 | $611,911 | — | ADD 10% |
| 84 | UBS Group AG | 23,48323,483 | $610,793 | — | ADD 18% |
| 85 | LEVEL FOUR ADVISORY SERVICES, LLC | 23,32223,322 | $606,605 | — | TRIM -33% |
| 86 | FLAGSTAR ADVISORS INC | 22,63022,630 | $588,629 | — | TRIM -7% |
| 87 | SHEETS SMITH WEALTH MANAGEMENT | 22,46622,466 | $584,341 | — | — |
| 88 | Post Resch Tallon Group Inc. | 18,99318,993 | $491,919 | — | ADD 4% |
| 89 | Vise Technologies, Inc. | 18,08118,081 | $469,208 | — | — |
| 90 | True Blue Financial, LLC | 17,86417,864 | $464,655 | — | ADD 102% |
| 91 | KEYBANK NATIONAL ASSOCIATION/OH | 17,39317,393 | $452,394 | — | ADD 4% |
| 92 | MERCER GLOBAL ADVISORS INC /ADV | 16,66316,663 | $433,415 | — | TRIM -15% |
| 93 | OneDigital Investment Advisors LLC | 15,43415,434 | $401,436 | — | TRIM -17% |
| 94 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15,36715,367 | $399,693 | — | ADD 8% |
| 95 | Janney Montgomery Scott LLC | 15,14515,145 | $394,000 | — | TRIM -17% |
| 96 | GTS SECURITIES LLC | 15,09215,092 | $392,543 | — | ADD 76% |
| 97 | COMMONWEALTH EQUITY SERVICES, LLC | 14,59214,592 | $379,540 | — | TRIM -18% |
| 98 | Ridgewood Investments LLC | 13,82913,829 | $359,692 | — | NEW |
| 99 | Focus Partners Advisor Solutions, LLC | 13,53813,538 | $352,134 | — | NEW |
| 100 | Barnes Wealth Management Group, Inc | 13,30113,301 | $345,959 | — | ADD 2% |
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 |
|---|---|---|---|---|---|---|---|
| CWM, LLC | 31K | 2.7M | 3.0M | 3.5M | 4.1M | 4.6M | $119M |
| STATE STREET CORP | 1.9M | 1.8M | 3.8M | 3.8M | 3.7M | 3.7M | $96M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.5M | 3.3M | 3.2M | 3.1M | 3.0M | 2.9M | $76M |
| Cannon Financial Strategists, Inc. | 772K | 815K | 903K | 1.0M | 1.0M | 1.2M | $30M |
| Pure Financial Advisors, LLC | 1.1M | 1.1M | 1.1M | 1.1M | 1.1M | 1.0M | $27M |
| 3EDGE Asset Management, LP | 783K | 1.4M | 1.3M | 1.3M | 1.2M | 888K | $23M |
| Cerity Partners LLC | 896K | 900K | 867K | 838K | 836K | 826K | $21M |
| LPL Financial LLC | 1.5M | 1.4M | 1.4M | 1.4M | 719K | 750K | $20M |
| Hughes Financial Services, LLC | 570K | 595K | 631K | 653K | 716K | 750K | $19M |
| BANK OF AMERICA CORP /DE/ | 1.2M | 682K | 667K | 657K | 814K | 694K | $18M |
| GOLDMAN SACHS GROUP INC | 69K | 65K | 100K | 250K | 349K | 445K | $12M |
| ENVESTNET ASSET MANAGEMENT INC | 366K | 349K | 426K | 427K | 414K | 409K | $11M |
| MORGAN STANLEY | 428K | 545K | 593K | 563K | 544K | 388K | $10M |
| ERn Financial, LLC | 231K | 235K | 261K | 310K | 346K | 347K | $9M |
| WELLS FARGO & COMPANY/MN | 287K | 279K | 362K | 348K | 333K | 337K | $9M |
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 | |
|---|---|---|---|
| CWM, LLC | +496,894 | $13M | ADD |
| Tower Research Capital LLC (TRC) | +186,541 | $5M | ADD |
| FLAGSHIP HARBOR ADVISORS, LLC | +153,099 | $4M | ADD |
| Private Advisor Group, LLC | +152,531 | $4M | ADD |
| Cannon Financial Strategists, Inc. | +103,946 | $3M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| 3EDGE Asset Management, LP | −297,244 | $8M | TRIM |
| IFG Advisory, LLC | −202,235 | $5M | CLOSE |
| MORGAN STANLEY | −155,880 | $4M | TRIM |
| BANK OF AMERICA CORP /DE/ | −120,981 | $3M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | −101,812 | $3M | 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 | 209 | 25,528,335 | — | $664M |
| 2025-Q4 | 211 | 24,945,787 | — | $647M |
| 2025-Q3 | 208 | 26,656,586 | — | $701M |
| 2025-Q2 | 213 | 26,031,180 | — | $678M |
| 2025-Q1 | 218 | 23,752,628 | — | $626M |
| 2024-Q4 | 220 | 21,619,546 | — | $547M |
| 2024-Q3 | 209 | 20,332,133 | — | $534M |
| 2024-Q2 | 225 | 25,124,715 | — | $639M |
| 2024-Q1 | 235 | 36,007,251 | — | $922M |
| 2023-Q4 | 245 | 36,635,370 | — | $938M |
| 2023-Q3 | 245 | 37,617,774 | — | $935M |
| 2023-Q2 | 237 | 39,250,280 | — | $1.0B |
| 2023-Q1 | 245 | 40,763,134 | — | $1.1B |
| 2022-Q4 | 270 | 56,244,635 | — | $1.4B |
| 2022-Q3 | 271 | 58,784,636 | — | $1.5B |
| 2022-Q2 | 285 | 68,820,309 | — | $1.9B |
| 2022-Q1 | 293 | 80,164,362 | — | $2.4B |
| 2021-Q4 | 323 | 75,589,523 | — | $2.4B |
| 2021-Q3 | 263 | 61,460,856 | — | $1.9B |
| 2021-Q2 | 242 | 53,716,903 | — | $1.7B |
| 2021-Q1 | 216 | 52,746,661 | — | $1.6B |
| 2020-Q4 | 201 | 44,705,091 | — | $1.4B |
| 2020-Q3 | 185 | 40,828,829 | — | $1.3B |
| 2020-Q2 | 168 | 39,052,781 | — | $1.2B |
| 2020-Q1 | 163 | 39,880,522 | — | $1.2B |
| 2019-Q4 | 165 | 43,537,012 | — | $1.2B |
| 2019-Q3 | 135 | 40,188,482 | — | $1.1B |
| 2019-Q2 | 130 | 20,445,857 | — | $1.2B |
| 2019-Q1 | 135 | 20,344,926 | — | $1.1B |
| 2018-Q4 | 132 | 20,848,989 | — | $1.1B |
| 2018-Q3 | 117 | 15,563,782 | — | $848M |
| 2018-Q2 | 112 | 13,820,329 | — | $767M |
| 2018-Q1 | 103 | 14,261,628 | — | $795M |
| 2017-Q4 | 81 | 13,061,975 | — | $735M |
| 2017-Q3 | 69 | 11,855,978 | — | $668M |
| 2017-Q2 | 68 | 11,427,651 | — | $642M |
| 2017-Q1 | 67 | 11,939,211 | — | $680M |
| 2016-Q4 | 70 | 10,166,575 | — | $571M |
| 2016-Q3 | 60 | 9,177,537 | — | $533M |
| 2016-Q2 | 62 | 8,500,480 | — | $494M |
| 2016-Q1 | 61 | 8,273,054 | — | $473M |
| 2015-Q4 | 62 | 7,302,028 | — | $398M |
| 2015-Q3 | 61 | 7,949,933 | — | $438M |
| 2015-Q2 | 53 | 7,864,461 | — | $438M |
| 2015-Q1 | 55 | 7,473,611 | — | $423M |
| 2014-Q4 | 55 | 7,736,046 | — | $432M |
| 2014-Q3 | 53 | 7,165,735 | — | $399M |
| 2014-Q2 | 52 | 7,276,877 | — | $417M |
| 2014-Q1 | 55 | 7,618,604 | — | $423M |
| 2013-Q4 | 53 | 7,220,605 | — | $392M |
| 2013-Q3 | 51 | 4,467,302 | — | $249M |
| 2013-Q2 | 59 | 4,442,933 | — | $247M |
| 2013-Q1 | 2 | 130,842 | — | $8M |
