TAN

—

not in universe+ Compare Tear sheet →

$47.68

-1.42 (-2.89%)

USD · as of 2026-07-29 · marketstack

Switch Ticker

Institutional ownership· 13F filers holding TAN · 2026-Q1 methodology → sources →

242 holders

% of shares outstanding held

—

Shares held (13F)

12,022,719

Reporting holders

242

Top holders

largest 100 of 242 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	JPMORGAN CHASE & CO	3,955,4804.0M	$209M	—	ADD 1001%
2	Clal Insurance Enterprises Holdings Ltd	1,780,4001.8M	$99M	—	NEW
3	MORGAN STANLEY	442,283442,283	$25M	—	TRIM -5%
4	BANK OF AMERICA CORP /DE/	325,356325,356	$18M	—	ADD 9%
5	Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	317,000317,000	$18M	—	ADD 111%
6	LPL Financial LLC	307,898307,898	$17M	—	—
7	MILLENNIUM MANAGEMENT LLC	239,365239,365	$13M	—	ADD 1029%
8	LMR Partners LLP	233,207233,207	$13M	—	ADD 3295%
9	AE Wealth Management LLC	209,001209,001	$12M	—	ADD 7327%
10	Humankind Investments LLC	209,000209,000	$12M	—	NEW
11	UBS Group AG	177,817177,817	$10M	—	ADD 83%
12	ARP Global Capital Ltd	177,656177,656	$10M	—	NEW
13	Decker Retirement Planning Inc.	174,929174,929	$10M	—	NEW
14	BANK OF MONTREAL /CAN/	164,235164,235	$9M	—	ADD 3628%
15	SUSQUEHANNA INTERNATIONAL GROUP, LLP	162,437162,437	$9M	—	NEW
16	BARCLAYS PLC	150,386150,386	$8M	—	ADD 34%
17	Lake Hills Wealth Management, LLC	131,468131,468	$7M	—	NEW
18	BNP PARIBAS FINANCIAL MARKETS	105,674105,674	$6M	—	ADD 241%
19	Cambridge Investment Research Advisors, Inc.	101,473101,473	$6M	—	ADD 222%
20	WELLS FARGO & COMPANY/MN	100,734100,734	$6M	—	ADD 11%
21	Private Advisor Group, LLC	99,98499,984	$6M	—	ADD 6%
22	ROYAL BANK OF CANADA	99,30899,308	$6M	—	ADD 6%
23	NWAM LLC	90,58890,588	$5M	—	ADD 65%
24	OSAIC HOLDINGS, INC.	89,33289,332	$5M	—	—
25	RAYMOND JAMES FINANCIAL INC	81,24281,242	$5M	—	ADD 64%
26	NTV Asset Management LLC	79,20479,204	$4M	—	ADD 6%
27	JANE STREET GROUP, LLC	79,02379,023	$4M	—	TRIM -41%
28	BW Gestao de Investimentos Ltda.	70,16570,165	$4M	—	TRIM -70%
29	MEITAV INVESTMENT HOUSE LTD	69,81069,810	$4M	—	NEW
30	Mirae Asset Global Investments Co., Ltd.	68,41368,413	$4M	—	ADD 305%
31	DAVENPORT & Co LLC	66,99566,995	$4M	—	NEW
32	ALTFEST L J & CO INC	65,55765,557	$4M	—	TRIM -21%
33	NATIONAL BANK OF CANADA /FI/	58,90358,903	$3M	—	ADD 15%
34	PNC FINANCIAL SERVICES GROUP, INC.	56,43756,437	$3M	—	—
35	Brevan Howard Capital Management LP	57,75657,756	$3M	—	NEW
36	CITIGROUP INC	54,42154,421	$3M	—	ADD 23%
37	Great Diamond Partners, LLC	49,69549,695	$3M	—	NEW
38	Advisory Services Network, LLC	49,60549,605	$3M	—	ADD 14%
39	PEAK6 LLC	47,66347,663	$3M	—	NEW
40	Hilltop Holdings Inc.	45,92545,925	$3M	—	NEW
41	Cetera Investment Advisers	42,94642,946	$2M	—	ADD 15%
42	COMMONWEALTH EQUITY SERVICES, LLC	41,73041,730	$2M	—	ADD 7%
43	Florin Court Capital LLP	41,70041,700	$2M	—	TRIM -26%
44	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	36,65436,654	$2M	—	—
45	Watershed Asset Management, L.L.C.	36,00036,000	$2M	—	NEW
46	SIMPLEX TRADING, LLC	35,06035,060	$2M	—	NEW
47	Empowered Funds, LLC	32,31032,310	$2M	—	NEW
48	ENVESTNET ASSET MANAGEMENT INC	29,78529,785	$2M	—	ADD 21%
49	October Effect Ltd	29,20729,207	$2M	—	NEW
50	Q3 Asset Management	28,74828,748	$2M	—	—
51	HARBOUR INVESTMENTS, INC.	26,82526,825	$1M	—	ADD 1826%
52	GOLDMAN SACHS GROUP INC	22,52422,524	$1M	—	TRIM -84%
53	STIFEL FINANCIAL CORP	21,91221,912	$1M	—	ADD 13%
54	PFG Investments, LLC	20,62520,625	$1M	—	—
55	Vontobel Holding Ltd.	20,21020,210	$1M	—	TRIM -13%
56	HRT FINANCIAL LP	20,20220,202	$1M	—	TRIM -61%
57	CoreCap Advisors, LLC	19,61219,612	$1M	—	ADD 81617%
58	Gemmer Asset Management LLC	19,36319,363	$1M	—	TRIM -25%
59	IHT Wealth Management, LLC	17,79817,798	$991,504	—	TRIM -6%
60	NATURAL INVESTMENTS, LLC	17,35917,359	$967,000	—	TRIM -12%
61	Verity Asset Management, Inc.	16,36716,367	$911,806	—	ADD 2%
62	Equitable Holdings, Inc.	17,69517,695	$869,671	—	ADD 3%
63	AMERIPRISE FINANCIAL INC	15,52015,520	$862,598	—	ADD 22%
64	Capital Investment Advisors, LLC	15,37615,376	$856,600	—	ADD 12%
65	Focus Partners Wealth	15,33815,338	$854,508	—	ADD 33%
66	HighTower Advisors, LLC	14,88614,886	$829,248	—	ADD 7%
67	Golden State Wealth Management, LLC	14,50514,505	$808,074	—	—
68	Del-Sette Capital Management, LLC	14,39114,391	$801,723	—	NEW
69	Cerity Partners LLC	13,36413,364	$744,480	—	TRIM -4%
70	EHRLICH FINANCIAL GROUP	12,96812,968	$722,447	—	NEW
71	Per Stirling Capital Management, LLC.	12,74212,742	$709,857	—	NEW
72	Kestra Advisory Services, LLC	10,74510,745	$598,618	—	ADD 9%
73	Baker Avenue Asset Management, LP	10,68010,680	$594,983	—	—
74	Summit Financial, LLC	10,12310,123	$563,952	—	NEW
75	CAPITAL FUND MANAGEMENT S.A.	10,02210,022	$558,325	—	NEW
76	Federation des caisses Desjardins du Quebec	9,9709,970	$555,429	—	—
77	Wealthfront Advisers LLC	9,6209,620	$535,930	—	ADD 17%
78	Pekin Hardy Strauss, Inc.	9,2599,259	$515,819	—	NEW
79	Mariner, LLC	9,0759,075	$505,580	—	ADD 5%
80	Beacon Pointe Advisors, LLC	8,8508,850	$493,052	—	TRIM -32%
81	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	8,7798,779	$489,090	—	ADD 36%
82	BAROMETER CAPITAL MANAGEMENT INC.	8,6008,600	$479,106	—	NEW
83	Riggs Asset Managment Co. Inc.	8,2018,201	$456,878	—	—
84	SIG BROKERAGE, LP	8,0018,001	$445,736	—	—
85	Marex Group plc	8,0008,000	$445,680	—	TRIM -37%
86	Arax Advisory Partners	7,8347,834	$436,436	—	ADD 28%
87	Essex Financial Services, Inc.	7,7047,704	$429,190	—	NEW
88	MML INVESTORS SERVICES, LLC	7,3787,378	$411,044	—	TRIM -21%
89	GTS SECURITIES LLC	6,9086,908	$384,845	—	NEW
90	Squarepoint Ops LLC	6,9046,904	$384,622	—	NEW
91	CIBC WORLD MARKET INC.	6,8926,892	$383,953	—	ADD 5%
92	Aries Wealth Management	6,8506,850	$381,614	—	NEW
93	Integrated Wealth Concepts LLC	6,7516,751	$376,124	—	ADD 11%
94	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	6,7936,793	$367,142	—	TRIM -4%
95	Corient Private Wealth LLC	16,05416,054	$356,361	—	TRIM -48%
96	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6,3276,327	$352,468	—	—
97	Sava Infond d.o.o.	6,0006,000	$334,260	—	—
98	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5,9865,986	$328,354	—	TRIM -37%
99	TUDOR INVESTMENT CORP ET AL	5,7775,777	$321,837	—	TRIM -82%
100	CWM, LLC	5,6945,694	$317,190	—	ADD 38%

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

JPMORGAN CHASE & CO

29K

133K

117K

359K

4.0M

$209M

Clal Insurance Enterprises Holdings Ltd

2.0M

1.9M

361K

—

1.8M

$99M

MORGAN STANLEY

396K

429K

352K

460K

467K

442K

$25M

BANK OF AMERICA CORP /DE/

366K

382K

316K

304K

297K

325K

$18M

Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)

—

150K

317K

$18M

LPL Financial LLC

186K

190K

164K

220K

304K

308K

$17M

MILLENNIUM MANAGEMENT LLC

—

342K

21K

239K

$13M

LMR Partners LLP

—

182K

233K

$13M

AE Wealth Management LLC

805

669

723

209K

$12M

Humankind Investments LLC

—

209K

$12M

UBS Group AG

1.2M

338K

492K

135K

97K

178K

$10M

ARP Global Capital Ltd

—

178K

$10M

Decker Retirement Planning Inc.

—

116

—

175K

$10M

BANK OF MONTREAL /CAN/

164K

$9M

SUSQUEHANNA INTERNATIONAL GROUP, LLP

170K

157K

54K

59K

—

162K

$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.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	242	12,022,719	—	$658M
2025-Q4	224	5,849,545	—	$287M
2025-Q3	185	4,832,224	—	$211M
2025-Q2	178	4,967,639	—	$170M
2025-Q1	185	9,879,886	—	$301M
2024-Q4	202	10,949,340	—	$362M
2024-Q3	219	9,614,357	—	$411M
2024-Q2	234	8,676,387	—	$349M

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.

Institutional ownership· 13F filers holding TAN · 2026-Q1 methodology → sources →

242 holders

% of shares outstanding held

—

Shares held (13F)

12,022,719

Reporting holders

242

Top holders

largest 100 of 242 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	JPMORGAN CHASE & CO	3,955,4804.0M	$209M	—	ADD 1001%
2	Clal Insurance Enterprises Holdings Ltd	1,780,4001.8M	$99M	—	NEW
3	MORGAN STANLEY	442,283442,283	$25M	—	TRIM -5%
4	BANK OF AMERICA CORP /DE/	325,356325,356	$18M	—	ADD 9%
5	Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)	317,000317,000	$18M	—	ADD 111%
6	LPL Financial LLC	307,898307,898	$17M	—	—
7	MILLENNIUM MANAGEMENT LLC	239,365239,365	$13M	—	ADD 1029%
8	LMR Partners LLP	233,207233,207	$13M	—	ADD 3295%
9	AE Wealth Management LLC	209,001209,001	$12M	—	ADD 7327%
10	Humankind Investments LLC	209,000209,000	$12M	—	NEW
11	UBS Group AG	177,817177,817	$10M	—	ADD 83%
12	ARP Global Capital Ltd	177,656177,656	$10M	—	NEW
13	Decker Retirement Planning Inc.	174,929174,929	$10M	—	NEW
14	BANK OF MONTREAL /CAN/	164,235164,235	$9M	—	ADD 3628%
15	SUSQUEHANNA INTERNATIONAL GROUP, LLP	162,437162,437	$9M	—	NEW
16	BARCLAYS PLC	150,386150,386	$8M	—	ADD 34%
17	Lake Hills Wealth Management, LLC	131,468131,468	$7M	—	NEW
18	BNP PARIBAS FINANCIAL MARKETS	105,674105,674	$6M	—	ADD 241%
19	Cambridge Investment Research Advisors, Inc.	101,473101,473	$6M	—	ADD 222%
20	WELLS FARGO & COMPANY/MN	100,734100,734	$6M	—	ADD 11%
21	Private Advisor Group, LLC	99,98499,984	$6M	—	ADD 6%
22	ROYAL BANK OF CANADA	99,30899,308	$6M	—	ADD 6%
23	NWAM LLC	90,58890,588	$5M	—	ADD 65%
24	OSAIC HOLDINGS, INC.	89,33289,332	$5M	—	—
25	RAYMOND JAMES FINANCIAL INC	81,24281,242	$5M	—	ADD 64%
26	NTV Asset Management LLC	79,20479,204	$4M	—	ADD 6%
27	JANE STREET GROUP, LLC	79,02379,023	$4M	—	TRIM -41%
28	BW Gestao de Investimentos Ltda.	70,16570,165	$4M	—	TRIM -70%
29	MEITAV INVESTMENT HOUSE LTD	69,81069,810	$4M	—	NEW
30	Mirae Asset Global Investments Co., Ltd.	68,41368,413	$4M	—	ADD 305%
31	DAVENPORT & Co LLC	66,99566,995	$4M	—	NEW
32	ALTFEST L J & CO INC	65,55765,557	$4M	—	TRIM -21%
33	NATIONAL BANK OF CANADA /FI/	58,90358,903	$3M	—	ADD 15%
34	PNC FINANCIAL SERVICES GROUP, INC.	56,43756,437	$3M	—	—
35	Brevan Howard Capital Management LP	57,75657,756	$3M	—	NEW
36	CITIGROUP INC	54,42154,421	$3M	—	ADD 23%
37	Great Diamond Partners, LLC	49,69549,695	$3M	—	NEW
38	Advisory Services Network, LLC	49,60549,605	$3M	—	ADD 14%
39	PEAK6 LLC	47,66347,663	$3M	—	NEW
40	Hilltop Holdings Inc.	45,92545,925	$3M	—	NEW
41	Cetera Investment Advisers	42,94642,946	$2M	—	ADD 15%
42	COMMONWEALTH EQUITY SERVICES, LLC	41,73041,730	$2M	—	ADD 7%
43	Florin Court Capital LLP	41,70041,700	$2M	—	TRIM -26%
44	PATRIOT INVESTMENT MANAGEMENT GROUP, INC.	36,65436,654	$2M	—	—
45	Watershed Asset Management, L.L.C.	36,00036,000	$2M	—	NEW
46	SIMPLEX TRADING, LLC	35,06035,060	$2M	—	NEW
47	Empowered Funds, LLC	32,31032,310	$2M	—	NEW
48	ENVESTNET ASSET MANAGEMENT INC	29,78529,785	$2M	—	ADD 21%
49	October Effect Ltd	29,20729,207	$2M	—	NEW
50	Q3 Asset Management	28,74828,748	$2M	—	—
51	HARBOUR INVESTMENTS, INC.	26,82526,825	$1M	—	ADD 1826%
52	GOLDMAN SACHS GROUP INC	22,52422,524	$1M	—	TRIM -84%
53	STIFEL FINANCIAL CORP	21,91221,912	$1M	—	ADD 13%
54	PFG Investments, LLC	20,62520,625	$1M	—	—
55	Vontobel Holding Ltd.	20,21020,210	$1M	—	TRIM -13%
56	HRT FINANCIAL LP	20,20220,202	$1M	—	TRIM -61%
57	CoreCap Advisors, LLC	19,61219,612	$1M	—	ADD 81617%
58	Gemmer Asset Management LLC	19,36319,363	$1M	—	TRIM -25%
59	IHT Wealth Management, LLC	17,79817,798	$991,504	—	TRIM -6%
60	NATURAL INVESTMENTS, LLC	17,35917,359	$967,000	—	TRIM -12%
61	Verity Asset Management, Inc.	16,36716,367	$911,806	—	ADD 2%
62	Equitable Holdings, Inc.	17,69517,695	$869,671	—	ADD 3%
63	AMERIPRISE FINANCIAL INC	15,52015,520	$862,598	—	ADD 22%
64	Capital Investment Advisors, LLC	15,37615,376	$856,600	—	ADD 12%
65	Focus Partners Wealth	15,33815,338	$854,508	—	ADD 33%
66	HighTower Advisors, LLC	14,88614,886	$829,248	—	ADD 7%
67	Golden State Wealth Management, LLC	14,50514,505	$808,074	—	—
68	Del-Sette Capital Management, LLC	14,39114,391	$801,723	—	NEW
69	Cerity Partners LLC	13,36413,364	$744,480	—	TRIM -4%
70	EHRLICH FINANCIAL GROUP	12,96812,968	$722,447	—	NEW
71	Per Stirling Capital Management, LLC.	12,74212,742	$709,857	—	NEW
72	Kestra Advisory Services, LLC	10,74510,745	$598,618	—	ADD 9%
73	Baker Avenue Asset Management, LP	10,68010,680	$594,983	—	—
74	Summit Financial, LLC	10,12310,123	$563,952	—	NEW
75	CAPITAL FUND MANAGEMENT S.A.	10,02210,022	$558,325	—	NEW
76	Federation des caisses Desjardins du Quebec	9,9709,970	$555,429	—	—
77	Wealthfront Advisers LLC	9,6209,620	$535,930	—	ADD 17%
78	Pekin Hardy Strauss, Inc.	9,2599,259	$515,819	—	NEW
79	Mariner, LLC	9,0759,075	$505,580	—	ADD 5%
80	Beacon Pointe Advisors, LLC	8,8508,850	$493,052	—	TRIM -32%
81	HAGER INVESTMENT MANAGEMENT SERVICES, LLC	8,7798,779	$489,090	—	ADD 36%
82	BAROMETER CAPITAL MANAGEMENT INC.	8,6008,600	$479,106	—	NEW
83	Riggs Asset Managment Co. Inc.	8,2018,201	$456,878	—	—
84	SIG BROKERAGE, LP	8,0018,001	$445,736	—	—
85	Marex Group plc	8,0008,000	$445,680	—	TRIM -37%
86	Arax Advisory Partners	7,8347,834	$436,436	—	ADD 28%
87	Essex Financial Services, Inc.	7,7047,704	$429,190	—	NEW
88	MML INVESTORS SERVICES, LLC	7,3787,378	$411,044	—	TRIM -21%
89	GTS SECURITIES LLC	6,9086,908	$384,845	—	NEW
90	Squarepoint Ops LLC	6,9046,904	$384,622	—	NEW
91	CIBC WORLD MARKET INC.	6,8926,892	$383,953	—	ADD 5%
92	Aries Wealth Management	6,8506,850	$381,614	—	NEW
93	Integrated Wealth Concepts LLC	6,7516,751	$376,124	—	ADD 11%
94	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	6,7936,793	$367,142	—	TRIM -4%
95	Corient Private Wealth LLC	16,05416,054	$356,361	—	TRIM -48%
96	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6,3276,327	$352,468	—	—
97	Sava Infond d.o.o.	6,0006,000	$334,260	—	—
98	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5,9865,986	$328,354	—	TRIM -37%
99	TUDOR INVESTMENT CORP ET AL	5,7775,777	$321,837	—	TRIM -82%
100	CWM, LLC	5,6945,694	$317,190	—	ADD 38%

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

JPMORGAN CHASE & CO

29K

133K

117K

359K

4.0M

$209M

Clal Insurance Enterprises Holdings Ltd

2.0M

1.9M

361K

—

1.8M

$99M

MORGAN STANLEY

396K

429K

352K

460K

467K

442K

$25M

BANK OF AMERICA CORP /DE/

366K

382K

316K

304K

297K

325K

$18M

Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)

—

150K

317K

$18M

LPL Financial LLC

186K

190K

164K

220K

304K

308K

$17M

MILLENNIUM MANAGEMENT LLC

—

342K

21K

239K

$13M

LMR Partners LLP

—

182K

233K

$13M

AE Wealth Management LLC

805

669

723

209K

$12M

Humankind Investments LLC

—

209K

$12M

UBS Group AG

1.2M

338K

492K

135K

97K

178K

$10M

ARP Global Capital Ltd

—

178K

$10M

Decker Retirement Planning Inc.

—

116

—

175K

$10M

BANK OF MONTREAL /CAN/

164K

$9M

SUSQUEHANNA INTERNATIONAL GROUP, LLP

170K

157K

54K

59K

—

162K

$9M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	242	12,022,719	—	$658M
2025-Q4	224	5,849,545	—	$287M
2025-Q3	185	4,832,224	—	$211M
2025-Q2	178	4,967,639	—	$170M
2025-Q1	185	9,879,886	—	$301M
2024-Q4	202	10,949,340	—	$362M
2024-Q3	219	9,614,357	—	$411M
2024-Q2	234	8,676,387	—	$349M

Short interest has its own tab now — open SI →

TAN☆

Institutional ownership· 13F filers holding TAN · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding TAN · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

TAN