% of shares outstanding is not shown for SRVR: 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 SRVR 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 |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 3.3M | 2.9M | 2.9M | 3.0M | 3.0M | 2.4M | $74M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.3M | 1.3M | 1.2M | 1.2M | 1.2M | 1.2M | $38M |
| AMERIPRISE FINANCIAL INC | 53K | — | 1.1M | 1.2M | 1.3M | 771K | $24M |
| UBS Group AG | 416K | 448K | 453K | 429K | 431K | 478K | $15M |
| MORGAN STANLEY | 673K | 649K | 649K | 634K | 550K | 471K | $15M |
| FOSTER & MOTLEY INC | 354K | 364K | 366K | 371K | 373K | 377K | $12M |
| LPL Financial LLC | 261K | 330K | 299K | 302K | 310K | 349K | $11M |
| Krilogy Financial LLC | — | — | — | — | — | 231K | $8M |
| WELLS FARGO & COMPANY/MN | 174K | 169K | 180K | 161K | 172K | 158K | $5M |
| Cetera Investment Advisers | 95K | 92K | 89K | 127K | 125K | 114K | $4M |
| ROYAL BANK OF CANADA | 138K | 140K | 292K | 130K | 108K | 108K | $3M |
| RAYMOND JAMES FINANCIAL INC | 69K | 49K | 71K | 89K | 122K | 94K | $3M |
| FRANKLIN RESOURCES INC | 159K | 145K | 146K | 121K | 98K | 84K | $3M |
| Cambridge Investment Research Advisors, Inc. | 80K | 95K | 72K | 92K | 100K | 69K | $2M |
| JANE STREET GROUP, LLC | 33K | 67K | 11K | — | 38K | 55K | $2M |
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 | |
|---|---|---|---|
| Krilogy Financial LLC | +231,330 | $7M | OPEN |
| UBS Group AG | +47,346 | $1M | ADD |
| Private Wealth Advisors, LLC | +45,326 | $1M | OPEN |
| LPL Financial LLC | +38,354 | $1M | ADD |
| AWM CAPITAL, LLC | +30,000 | $936,600 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | −636,171 | $20M | TRIM |
| AMERIPRISE FINANCIAL INC | −518,637 | $16M | TRIM |
| CITADEL ADVISORS LLC | −155,752 | $5M | TRIM |
| FLOW TRADERS U.S. LLC | −120,267 | $4M | TRIM |
| TWO SIGMA INVESTMENTS, LP | −110,200 | $3M | 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 | 104 | 7,794,568 | — | $244M |
| 2025-Q4 | 121 | 9,266,146 | — | $265M |
| 2025-Q3 | 107 | 9,022,888 | — | $286M |
| 2025-Q2 | 116 | 9,036,872 | — | $293M |
| 2025-Q1 | 105 | 8,041,798 | — | $236M |
| 2024-Q4 | 106 | 8,385,654 | — | $251M |
| 2024-Q3 | 108 | 8,827,292 | — | $284M |
| 2024-Q2 | 101 | 10,238,764 | — | $280M |
| 2024-Q1 | 105 | 12,059,949 | — | $345M |
| 2023-Q4 | 122 | 12,766,805 | — | $381M |
| 2023-Q3 | 113 | 13,364,120 | — | $346M |
| 2023-Q2 | 115 | 14,938,489 | — | $436M |
| 2023-Q1 | 122 | 17,930,632 | — | $532M |
| 2022-Q4 | 135 | 22,647,507 | — | $655M |
| 2022-Q3 | 141 | 25,944,674 | — | $743M |
| 2022-Q2 | 155 | 24,235,180 | — | $836M |
| 2022-Q1 | 170 | 26,287,621 | — | $1.0B |
| 2021-Q4 | 173 | 27,642,334 | — | $1.2B |
| 2021-Q3 | 142 | 28,471,821 | — | $1.1B |
| 2021-Q2 | 149 | 19,519,717 | — | $788M |
| 2021-Q1 | 141 | 18,989,604 | — | $688M |
| 2020-Q4 | 130 | 20,558,766 | — | $737M |
| 2020-Q3 | 114 | 14,392,064 | — | $509M |
| 2020-Q2 | 83 | 10,644,991 | — | $379M |
| 2020-Q1 | 58 | 6,179,571 | — | $218M |
| 2019-Q4 | 44 | 2,892,865 | — | $94M |
| 2019-Q3 | 28 | 1,760,590 | — | $57M |
| 2019-Q2 | 18 | 640,668 | — | $19M |
| 2019-Q1 | 9 | 118,297 | — | $3M |
| 2018-Q4 | 6 | 64,006 | — | $1M |
| 2018-Q3 | 3 | 31,632 | — | $830,000 |
