% of shares outstanding is not shown for STIP: 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 STIP 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 | BlackRock, Inc. | 42,279,06842.3M | $4.4B | — | ADD 40% |
| 2 | Betterment LLC | 4,487,5804.5M | $464M | — | ADD 3% |
| 3 | LPL Financial LLC | 3,123,6693.1M | $323M | — | ADD 11% |
| 4 | Modera Wealth Management, LLC | 2,442,8542.4M | $253M | — | ADD 7% |
| 5 | RITHOLTZ WEALTH MANAGEMENT | 2,409,8032.4M | $249M | — | ADD 7% |
| 6 | MORGAN STANLEY | 1,785,5591.8M | $185M | — | ADD 12% |
| 7 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 1,560,2001.6M | $161M | — | ADD 114% |
| 8 | Main Management Fund Advisors LLC | 2,480,6002.5M | $152M | — | NEW |
| 9 | COLDSTREAM CAPITAL MANAGEMENT INC | 1,453,2551.5M | $150M | — | ADD 554% |
| 10 | BANK OF AMERICA CORP /DE/ | 1,333,3981.3M | $138M | — | TRIM -60% |
| 11 | Wealthcare Advisory Partners LLC | 1,209,3421.2M | $125M | — | ADD 5% |
| 12 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,163,2841.2M | $120M | — | ADD 4% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1,125,2701.1M | $116M | — | ADD 31% |
| 14 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 983,845983,845 | $102M | — | TRIM -24% |
| 15 | AMERIPRISE FINANCIAL INC | 973,318973,318 | $101M | — | ADD 17% |
| 16 | SCS Capital Management LLC | 967,994967,994 | $100M | — | ADD 78% |
| 17 | Farther Finance Advisors, LLC | 946,212946,212 | $98M | — | ADD 28% |
| 18 | JPMORGAN CHASE & CO | 942,661942,661 | $97M | — | TRIM -30% |
| 19 | FLPUTNAM INVESTMENT MANAGEMENT CO | 935,426935,426 | $97M | — | ADD 2% |
| 20 | Kestra Investment Management, LLC | 923,635923,635 | $96M | — | ADD 347% |
| 21 | WEALTHCARE CAPITAL MANAGEMENT LLC | 917,536917,536 | $95M | — | ADD 7% |
| 22 | Tortoise Investment Management, LLC | 840,231840,231 | $87M | — | ADD 48% |
| 23 | Destination Wealth Management | 825,668825,668 | $85M | — | ADD 3% |
| 24 | MASECO LLP | 774,850774,850 | $80M | — | ADD 6% |
| 25 | RAYMOND JAMES FINANCIAL INC | 772,578772,578 | $80M | — | ADD 5% |
| 26 | M. Kulyk & Associates, LLC | 726,680726,680 | $75M | — | ADD 37% |
| 27 | Haverford Trust Co | 708,230708,230 | $73M | — | ADD 6% |
| 28 | STATE STREET CORP | 652,613652,613 | $67M | — | — |
| 29 | Dynasty Wealth Management, LLC | 650,096650,096 | $67M | — | TRIM -41% |
| 30 | Beacon Pointe Advisors, LLC | 640,243640,243 | $66M | — | ADD 15% |
| 31 | KEATING INVESTMENT COUNSELORS INC | 637,361637,361 | $66M | — | ADD 12% |
| 32 | Quotient Wealth Partners, LLC | 634,015634,015 | $66M | — | TRIM -40% |
| 33 | Cerity Partners LLC | 629,364629,364 | $65M | — | — |
| 34 | Abacus Planning Group, Inc. | 602,288602,288 | $62M | — | ADD 10% |
| 35 | WELLS FARGO & COMPANY/MN | 565,736565,736 | $59M | — | — |
| 36 | MARTIN & CO INC /TN/ | 537,540537,540 | $56M | — | — |
| 37 | 3EDGE Asset Management, LP | 528,613528,613 | $55M | — | TRIM -53% |
| 38 | FMR LLC | 527,406527,406 | $55M | — | TRIM -80% |
| 39 | Amplius Wealth Advisors, LLC | 510,301510,301 | $53M | — | ADD 6% |
| 40 | Empowered Funds, LLC | 508,001508,001 | $52M | — | — |
| 41 | AlTi Global, Inc. | 505,346505,346 | $52M | — | TRIM -2% |
| 42 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 481,437481,437 | $50M | — | ADD 45% |
| 43 | GOULD ASSET MANAGEMENT LLC /CA/ | 469,722469,722 | $49M | — | ADD 15% |
| 44 | Cetera Investment Advisers | 453,628453,628 | $47M | — | — |
| 45 | MERCER GLOBAL ADVISORS INC /ADV | 429,384429,384 | $44M | — | ADD 487% |
| 46 | LVW Advisors, LLC | 418,646418,646 | $43M | — | ADD 3% |
| 47 | SIGMA INVESTMENT COUNSELORS INC | 407,325407,325 | $42M | — | — |
| 48 | ALTFEST L J & CO INC | 391,581391,581 | $41M | — | ADD 3% |
| 49 | Modern Wealth Management, LLC | 351,679351,679 | $36M | — | TRIM -19% |
| 50 | CENTRAL TRUST Co | 348,215348,215 | $36M | — | TRIM -4% |
| 51 | SUMMITRY LLC | 335,086335,086 | $35M | — | TRIM -4% |
| 52 | GOLDMAN SACHS GROUP INC | 317,303317,303 | $33M | — | ADD 79% |
| 53 | AMJ Financial Wealth Management | 314,997314,997 | $33M | — | NEW |
| 54 | Kelman-Lazarov, Inc. | 311,471311,471 | $32M | — | ADD 3% |
| 55 | Austin Asset Management Co Inc | 310,550310,550 | $32M | — | ADD 7% |
| 56 | World Investment Advisors | 308,576308,576 | $32M | — | TRIM -11% |
| 57 | EVOKE WEALTH, LLC | 306,484306,484 | $32M | — | ADD 20% |
| 58 | Prime Capital Investment Advisors, LLC | 302,644302,644 | $31M | — | ADD 5% |
| 59 | Creative Planning | 274,824274,824 | $28M | — | TRIM -6% |
| 60 | UBS Group AG | 272,353272,353 | $28M | — | ADD 5% |
| 61 | Opus Capital Group, LLC | 268,570268,570 | $28M | — | NEW |
| 62 | HighTower Advisors, LLC | 258,893258,893 | $27M | — | — |
| 63 | OSAIC HOLDINGS, INC. | 256,561256,561 | $27M | — | ADD 17% |
| 64 | Seneca Financial Advisors LLC | 248,663248,663 | $26M | — | ADD 6% |
| 65 | ProVise Management Group, LLC | 237,320237,320 | $25M | — | ADD 5% |
| 66 | ROCKLAND TRUST CO | 236,135236,135 | $24M | — | — |
| 67 | MAI Capital Management | 235,506235,506 | $24M | — | ADD 2% |
| 68 | ROYAL BANK OF CANADA | 231,665231,665 | $24M | — | ADD 16% |
| 69 | NorthRock Partners, LLC | 227,876227,876 | $24M | — | ADD 4% |
| 70 | SYON CAPITAL LLC | 225,964225,964 | $23M | — | NEW |
| 71 | SoundView Advisors Inc. | 218,439218,439 | $23M | — | ADD 4% |
| 72 | Walker Financial Services, Inc. | 215,048215,048 | $22M | — | ADD 14% |
| 73 | Integrated Wealth Concepts LLC | 212,212212,212 | $22M | — | ADD 29% |
| 74 | Stordahl Capital Management, Inc. | 211,973211,973 | $22M | — | ADD 2% |
| 75 | Pure Financial Advisors, LLC | 210,983210,983 | $22M | — | — |
| 76 | AE Wealth Management LLC | 204,023204,023 | $21M | — | ADD 2918% |
| 77 | Deane Retirement Strategies, Inc. | 198,076198,076 | $20M | — | ADD 206229% |
| 78 | ARKANSAS FINANCIAL GROUP, INC. | 194,455194,455 | $20M | — | ADD 6% |
| 79 | DDFG, Inc | 192,015192,015 | $20M | — | ADD 3% |
| 80 | Portland Global Advisors LLC | 190,454190,454 | $20M | — | — |
| 81 | Parcion Private Wealth LLC | 190,109190,109 | $20M | — | — |
| 82 | Financial Gravity Asset Management, Inc. | 186,235186,235 | $19M | — | ADD 3% |
| 83 | Ancora Advisors LLC | 181,566181,566 | $19M | — | — |
| 84 | EXENCIAL WEALTH ADVISORS, LLC | 181,263181,263 | $19M | — | — |
| 85 | Elm Partners Management LLC | 179,257179,257 | $19M | — | TRIM -58% |
| 86 | Stadion Money Management, LLC | 178,430178,430 | $18M | — | — |
| 87 | KWMG, LLC | 173,959173,959 | $18M | — | ADD 4% |
| 88 | Cambridge Investment Research Advisors, Inc. | 173,642173,642 | $18M | — | TRIM -11% |
| 89 | JEPPSON WEALTH MANAGEMENT, LLC | 171,466171,466 | $18M | — | — |
| 90 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 170,271170,271 | $18M | — | TRIM -2% |
| 91 | NorthCoast Asset Management LLC | 168,427168,427 | $17M | — | ADD 112% |
| 92 | Prime Buchholz LLC | 162,116162,116 | $17M | — | ADD 59% |
| 93 | Bank of New York Mellon Corp | 158,604158,604 | $16M | — | ADD 19% |
| 94 | Northland Capital Management LLC | 158,107158,107 | $16M | — | ADD 60% |
| 95 | PNC FINANCIAL SERVICES GROUP, INC. | 157,585157,585 | $16M | — | TRIM -6% |
| 96 | BIP Wealth, LLC | 154,557154,557 | $16M | — | ADD 5% |
| 97 | Valmark Advisers, Inc. | 153,892153,892 | $16M | — | — |
| 98 | AJ Advisors, LLC | 147,499147,499 | $15M | — | ADD 4% |
| 99 | MML INVESTORS SERVICES, LLC | 146,143146,143 | $15M | — | ADD 9% |
| 100 | American Money Management, LLC | 143,521143,521 | $15M | — | ADD 4% |
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 |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 24.9M | 28.4M | 28.0M | 29.9M | 30.1M | 42.3M | $4.4B |
| Betterment LLC | 4.1M | 3.8M | 4.0M | 4.1M | 4.4M | 4.5M | $464M |
| LPL Financial LLC | 1.5M | 1.6M | 2.9M | 3.3M | 2.8M | 3.1M | $323M |
| Modera Wealth Management, LLC | 1.9M | 2.0M | 2.0M | 2.1M | 2.3M | 2.4M | $253M |
| RITHOLTZ WEALTH MANAGEMENT | 1.6M | 1.8M | 2.0M | 2.1M | 2.3M | 2.4M | $249M |
| MORGAN STANLEY | 1.2M | 1.4M | 1.8M | 1.8M | 1.6M | 1.8M | $185M |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | — | — | — | — | 730K | 1.6M | $161M |
| Main Management Fund Advisors LLC | — | — | — | — | — | 2.5M | $152M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 4K | 4K | 15K | 23K | 222K | 1.5M | $150M |
| BANK OF AMERICA CORP /DE/ | 1.2M | 944K | 1.6M | 1.8M | 3.4M | 1.3M | $138M |
| Wealthcare Advisory Partners LLC | 899K | 934K | 1.0M | 1.1M | 1.1M | 1.2M | $125M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 836K | 922K | 987K | 1.1M | 1.1M | 1.2M | $120M |
| ENVESTNET ASSET MANAGEMENT INC | 516K | 711K | 3.2M | 3.3M | 858K | 1.1M | $116M |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | 655K | 995K | 817K | 924K | 1.3M | 984K | $102M |
| AMERIPRISE FINANCIAL INC | 526K | 586K | 789K | 922K | 835K | 973K | $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 | |
|---|---|---|---|
| BlackRock, Inc. | +12,146,236 | $1.3B | ADD |
| Main Management Fund Advisors LLC | +2,480,600 | $257M | OPEN |
| COLDSTREAM CAPITAL MANAGEMENT INC | +1,231,203 | $127M | ADD |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | +830,200 | $86M | ADD |
| Kestra Investment Management, LLC | +716,935 | $74M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| FMR LLC | −2,106,951 | $218M | TRIM |
| BANK OF AMERICA CORP /DE/ | −2,036,091 | $211M | TRIM |
| 3EDGE Asset Management, LP | −587,089 | $61M | TRIM |
| Dynasty Wealth Management, LLC | −444,159 | $46M | TRIM |
| Quotient Wealth Partners, LLC | −429,799 | $44M | 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 | 754 | 115,820,920 | — | $11.9B |
| 2025-Q4 | 757 | 101,406,035 | — | $10.4B |
| 2025-Q3 | 764 | 103,063,434 | — | $10.7B |
| 2025-Q2 | 755 | 96,643,162 | — | $9.9B |
| 2025-Q1 | 655 | 86,393,187 | — | $8.9B |
| 2024-Q4 | 624 | 76,011,302 | — | $7.6B |
| 2024-Q3 | 570 | 49,758,068 | — | $5.0B |
| 2024-Q2 | 574 | 50,533,037 | — | $5.0B |
| 2024-Q1 | 571 | 51,532,134 | — | $5.1B |
| 2023-Q4 | 606 | 58,508,563 | — | $5.8B |
| 2023-Q3 | 583 | 58,878,697 | — | $5.7B |
| 2023-Q2 | 608 | 80,735,678 | — | $7.9B |
| 2023-Q1 | 611 | 99,301,266 | — | $9.8B |
| 2022-Q4 | 658 | 94,683,931 | — | $9.2B |
| 2022-Q3 | 628 | 71,363,355 | — | $6.9B |
| 2022-Q2 | 610 | 71,216,347 | — | $7.2B |
| 2022-Q1 | 550 | 60,375,544 | — | $6.3B |
| 2021-Q4 | 490 | 45,384,240 | — | $4.8B |
| 2021-Q3 | 390 | 36,173,242 | — | $3.8B |
| 2021-Q2 | 368 | 31,745,232 | — | $3.4B |
| 2021-Q1 | 311 | 22,801,854 | — | $2.4B |
| 2020-Q4 | 271 | 15,578,198 | — | $1.6B |
| 2020-Q3 | 264 | 15,704,585 | — | $1.6B |
| 2020-Q2 | 248 | 13,771,990 | — | $1.4B |
| 2020-Q1 | 251 | 14,044,260 | — | $1.3B |
| 2019-Q4 | 267 | 15,210,853 | — | $1.5B |
| 2019-Q3 | 229 | 13,809,586 | — | $1.4B |
| 2019-Q2 | 225 | 13,229,098 | — | $1.3B |
| 2019-Q1 | 235 | 14,094,623 | — | $1.4B |
| 2018-Q4 | 222 | 12,733,414 | — | $1.2B |
| 2018-Q3 | 202 | 11,119,562 | — | $1.1B |
| 2018-Q2 | 196 | 10,869,092 | — | $1.1B |
| 2018-Q1 | 158 | 9,639,604 | — | $965M |
| 2017-Q4 | 146 | 7,759,038 | — | $775M |
| 2017-Q3 | 110 | 6,968,834 | — | $700M |
| 2017-Q2 | 113 | 6,462,813 | — | $649M |
| 2017-Q1 | 108 | 5,917,178 | — | $601M |
| 2016-Q4 | 91 | 3,381,656 | — | $341M |
| 2016-Q3 | 76 | 2,897,542 | — | $293M |
| 2016-Q2 | 74 | 3,451,981 | — | $350M |
| 2016-Q1 | 71 | 3,078,065 | — | $310M |
| 2015-Q4 | 73 | 2,932,468 | — | $290M |
| 2015-Q3 | 67 | 3,118,154 | — | $310M |
| 2015-Q2 | 69 | 2,601,305 | — | $260M |
| 2015-Q1 | 68 | 2,218,501 | — | $221M |
| 2014-Q4 | 70 | 2,074,778 | — | $205M |
| 2014-Q3 | 66 | 1,627,538 | — | $164M |
| 2014-Q2 | 65 | 1,594,574 | — | $163M |
| 2014-Q1 | 63 | 2,488,700 | — | $252M |
| 2013-Q4 | 71 | 2,946,820 | — | $298M |
| 2013-Q3 | 65 | 2,781,856 | — | $281M |
| 2013-Q2 | 55 | 2,928,774 | — | $279M |
| 2013-Q1 | 4 | 50,344 | — | $5M |
