| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Estate Counselors, LLC | 12,136,99612.1M | $341M | — | — |
| 2 | MORGAN STANLEY | 29,92629,926 | $839,715 | — | NEW |
| 3 | FMR LLC | 11 | $28 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Estate Counselors, LLC | 10.9M | 11.6M | 11.9M | 11.9M | 12.3M | 12.1M | $341M |
| MORGAN STANLEY | — | — | — | — | — | 30K | $839,715 |
| FMR LLC | — | — | — | — | — | 1 | $28 |
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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 3 | 12,166,923 | — | $341M |
| 2025-Q4 | 2 | 12,273,046 | — | $346M |
| 2025-Q3 | 2 | 11,871,976 | — | $333M |
| 2025-Q2 | 1 | 11,868,782 | — | $320M |
| 2025-Q1 | 1 | 11,558,623 | — | $300M |
| 2024-Q4 | 1 | 10,850,973 | — | $284M |
| 2024-Q3 | 1 | 10,882,136 | — | $296M |
| 2024-Q2 | 1 | 10,883,141 | — | $283M |
| 2024-Q1 | 1 | 10,897,036 | — | $282M |
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.
