% of shares outstanding is not shown for TCHP: 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 TCHP 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 | Cetera Investment Advisers | 3,921,5103.9M | $173M | — | ADD 10% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 3,310,7073.3M | $146M | — | ADD 259% |
| 3 | PRICE T ROWE ASSOCIATES INC /MD/ | 2,585,0012.6M | $114M | — | ADD 47% |
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 2,365,7912.4M | $105M | — | NEW |
| 5 | Glenview Trust Co | 2,061,2902.1M | $91M | — | ADD 6% |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,821,0211.8M | $80M | — | — |
| 7 | BANK OF AMERICA CORP /DE/ | 1,432,2511.4M | $63M | — | TRIM -11% |
| 8 | CWM, LLC | 1,354,2771.4M | $60M | — | ADD 2627% |
| 9 | JONES FINANCIAL COMPANIES LLLP | 1,237,0941.2M | $53M | — | ADD 19% |
| 10 | Advisor OS, LLC | 1,090,3411.1M | $48M | — | ADD 475% |
| 11 | MJP ASSOCIATES INC /ADV | 953,977953,977 | $42M | — | ADD 403% |
| 12 | Trust Co of Kansas | 895,598895,598 | $40M | — | TRIM -13% |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | 779,079779,079 | $34M | — | — |
| 14 | Armstrong, Fleming & Moore, Inc | 558,950558,950 | $25M | — | ADD 10% |
| 15 | Harbor Group, Inc. | 512,441512,441 | $23M | — | ADD 5% |
| 16 | Janney Montgomery Scott LLC | 397,945397,945 | $18M | — | ADD 4% |
| 17 | MARS JEWETT FINANCIAL GROUP, INC. | 393,034393,034 | $17M | — | — |
| 18 | RAYMOND JAMES FINANCIAL INC | 332,089332,089 | $15M | — | TRIM -3% |
| 19 | Souders Financial Advisors | 309,473309,473 | $14M | — | ADD 4% |
| 20 | Linscomb Wealth, Inc. | 289,448289,448 | $13M | — | TRIM -2% |
| 21 | TWO SIGMA INVESTMENTS, LP | 271,600271,600 | $12M | — | ADD 81% |
| 22 | D.A. DAVIDSON & CO. | 263,665263,665 | $12M | — | ADD 7% |
| 23 | &PARTNERS | 240,507240,507 | $11M | — | — |
| 24 | Sound Income Strategies, LLC | 229,604229,604 | $10M | — | ADD 23% |
| 25 | National Wealth Management Group, LLC | 208,099208,099 | $9M | — | TRIM -2% |
| 26 | STIFEL FINANCIAL CORP | 179,828179,828 | $8M | — | ADD 37% |
| 27 | Koshinski Asset Management, Inc. | 150,235150,235 | $7M | — | NEW |
| 28 | Creative Planning | 148,770148,770 | $7M | — | TRIM -3% |
| 29 | CMH Wealth Management LLC | 146,412146,412 | $6M | — | TRIM -6% |
| 30 | CAPTRUST FINANCIAL ADVISORS | 143,984143,984 | $6M | — | TRIM -3% |
| 31 | Heritage Trust Co | 117,825117,825 | $5M | — | ADD 11% |
| 32 | CROBAN | 111,519111,519 | $5M | — | TRIM -40% |
| 33 | John & Kathleen Schreiber Foundation | 111,349111,349 | $5M | — | — |
| 34 | BENJAMIN EDWARDS INC | 107,157107,157 | $5M | — | — |
| 35 | LPL Financial LLC | 106,429106,429 | $5M | — | TRIM -51% |
| 36 | Hopwood Financial Services, Inc. | 101,749101,749 | $4M | — | — |
| 37 | Kestra Advisory Services, LLC | 100,010100,010 | $4M | — | ADD 48% |
| 38 | OneAscent Financial Services LLC | 92,18992,189 | $4M | — | — |
| 39 | Cambridge Investment Research Advisors, Inc. | 89,24589,245 | $4M | — | ADD 3% |
| 40 | ROTHSCHILD INVESTMENT LLC | 87,80587,805 | $4M | — | ADD 107% |
| 41 | Ducere Wealth Management LLC | 87,27687,276 | $4M | — | ADD 9% |
| 42 | Capital Advisors, Ltd. LLC | 80,00180,001 | $4M | — | ADD 4% |
| 43 | TRUIST FINANCIAL CORP | 77,16377,163 | $3M | — | ADD 5% |
| 44 | MATRIX ASSET ADVISORS INC/NY | 76,24976,249 | $3M | — | ADD 2% |
| 45 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 71,00671,006 | $3M | — | TRIM -12% |
| 46 | Maia Wealth LLC | 68,82468,824 | $3M | — | ADD 7% |
| 47 | Capital Analysts, LLC | 65,23165,231 | $3M | — | TRIM -2% |
| 48 | REDW Wealth LLC | 64,56864,568 | $3M | — | ADD 42% |
| 49 | NBZ Investment Advisors LLC | 64,53264,532 | $3M | — | ADD 4% |
| 50 | Comprehensive Financial Planning, Inc./PA | 63,63363,633 | $3M | — | ADD 9% |
| 51 | AdvisorNet Financial, Inc | 62,90962,909 | $3M | — | TRIM -3% |
| 52 | Empire Life Investments Inc. | 58,22858,228 | $3M | — | TRIM -14% |
| 53 | Arete Wealth Advisors, LLC | 57,90657,906 | $3M | — | NEW |
| 54 | Thayer Partners, LLC / MA | 57,47757,477 | $3M | — | — |
| 55 | Aprio Wealth Management, LLC | 56,06456,064 | $2M | — | — |
| 56 | Essex Financial Services, Inc. | 55,63655,636 | $2M | — | ADD 9% |
| 57 | Summit Asset Management, LLC | 54,49954,499 | $2M | — | — |
| 58 | Kingsview Wealth Management, LLC | 50,51050,510 | $2M | — | ADD 259% |
| 59 | EverSource Wealth Advisors, LLC | 50,09950,099 | $2M | — | ADD 3% |
| 60 | MML INVESTORS SERVICES, LLC | 49,61849,618 | $2M | — | TRIM -16% |
| 61 | LaSalle St. Investment Advisors, LLC | 46,15146,151 | $2M | — | NEW |
| 62 | Lighthouse Wealth Management Inc. | 43,09543,095 | $2M | — | ADD 12% |
| 63 | ROYAL BANK OF CANADA | 39,87239,872 | $2M | — | TRIM -23% |
| 64 | HARBOUR INVESTMENTS, INC. | 37,86037,860 | $2M | — | ADD 11% |
| 65 | Roundview Capital LLC | 36,58836,588 | $2M | — | — |
| 66 | FIRST FOUNDATION ADVISORS | 34,58934,589 | $2M | — | TRIM -12% |
| 67 | Bedel Financial Consulting, Inc. | 32,46632,466 | $1M | — | — |
| 68 | Value Investment Professionals, LLC | 38,34538,345 | $1M | — | NEW |
| 69 | SITTNER & NELSON, LLC | 27,67927,679 | $1M | — | ADD 21% |
| 70 | ELLERSON GROUP INC /ADV | 27,65227,652 | $1M | — | — |
| 71 | Summit Financial, LLC | 25,90025,900 | $1M | — | — |
| 72 | Saxony Capital Management, LLC | 25,41625,416 | $1M | — | ADD 5% |
| 73 | FIDUCIENT ADVISORS LLC | 24,27024,270 | $1M | — | — |
| 74 | Legacy Capital Wealth Partners, LLC | 24,20524,205 | $1M | — | TRIM -2% |
| 75 | MITCHELL MCLEOD PUGH & WILLIAMS INC | 23,70323,703 | $1M | — | — |
| 76 | HRT FINANCIAL LP | 23,40423,404 | $1M | — | NEW |
| 77 | VestGen Advisors, LLC | 18,76418,764 | $962,030 | — | ADD 5% |
| 78 | Greenline Wealth Management LLC | 21,29221,292 | $940,696 | — | TRIM -4% |
| 79 | Sigma Planning Corp | 20,83120,831 | $920,301 | — | TRIM -60% |
| 80 | Ted Buchan & Co | 19,68219,682 | $869,593 | — | TRIM -8% |
| 81 | PRINCIPAL SECURITIES, INC. | 19,50719,507 | $861,819 | — | ADD 84% |
| 82 | NATIXIS ADVISORS, LLC | 18,65118,651 | $824,000 | — | NEW |
| 83 | BRADLEY FOSTER & SARGENT INC/CT | 18,60718,607 | $822,057 | — | TRIM -3% |
| 84 | DAVENPORT & Co LLC | 17,91317,913 | $791,398 | — | TRIM -10% |
| 85 | OSAIC HOLDINGS, INC. | 17,65917,659 | $780,154 | — | TRIM -38% |
| 86 | LANDAAS & CO /WI /ADV | 17,36717,367 | $767,274 | — | TRIM -5% |
| 87 | NOVEM GROUP | 17,06117,061 | $753,755 | — | — |
| 88 | Associated Banc-Corp | 17,04417,044 | $753,003 | — | ADD 16% |
| 89 | M Holdings Securities, Inc. | 15,03915,039 | $741,000 | — | ADD 8% |
| 90 | Capital Investment Advisory Services, LLC | 16,68616,686 | $737,187 | — | ADD 85% |
| 91 | Prospera Financial Services Inc | 15,35315,353 | $678,280 | — | TRIM -85% |
| 92 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 14,96714,967 | $661,242 | — | NEW |
| 93 | Swisher Financial Concepts, Inc. | 14,56314,563 | $643,393 | — | TRIM -15% |
| 94 | MAI Capital Management | 14,50714,507 | $640,920 | — | TRIM -7% |
| 95 | PRECEDENT WEALTH PARTNERS, LLC | 14,38714,387 | $635,617 | — | ADD 242% |
| 96 | Private Advisor Group, LLC | 14,11414,114 | $623,557 | — | ADD 9% |
| 97 | Maple Capital Management, Inc. | 13,92713,927 | $615,295 | — | TRIM -25% |
| 98 | WNY Asset Management, LLC | 13,64813,648 | $602,969 | — | NEW |
| 99 | Barnes Wealth Management Group, Inc | 13,12313,123 | $579,774 | — | NEW |
| 100 | CreativeOne Wealth, LLC | 12,24312,243 | $540,896 | — | TRIM -29% |
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 |
|---|---|---|---|---|---|---|---|
| Cetera Investment Advisers | 898K | 1.6M | 3.3M | 3.4M | 3.6M | 3.9M | $173M |
| ENVESTNET ASSET MANAGEMENT INC | 802K | 803K | 794K | 728K | 921K | 3.3M | $146M |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.3M | 1.3M | 1.3M | 1.5M | 1.8M | 2.6M | $114M |
| PNC FINANCIAL SERVICES GROUP, INC. | — | — | — | — | — | 2.4M | $105M |
| Glenview Trust Co | 1.6M | 1.7M | 1.8M | 1.8M | 1.9M | 2.1M | $91M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.3M | 1.5M | 2.0M | 1.9M | 1.8M | 1.8M | $80M |
| BANK OF AMERICA CORP /DE/ | 1.4M | 1.7M | 1.6M | 1.6M | 1.6M | 1.4M | $63M |
| CWM, LLC | 55K | 75K | 93K | 98K | 50K | 1.4M | $60M |
| JONES FINANCIAL COMPANIES LLLP | 372K | 500K | 690K | 851K | 1.0M | 1.2M | $53M |
| Advisor OS, LLC | 260K | 226K | 182K | 192K | 190K | 1.1M | $48M |
| MJP ASSOCIATES INC /ADV | 256K | 226K | 184K | 190K | 190K | 954K | $42M |
| Trust Co of Kansas | 766K | 834K | 936K | 1.0M | 1.0M | 896K | $40M |
| COMMONWEALTH EQUITY SERVICES, LLC | 572K | 659K | 738K | 750K | 767K | 779K | $34M |
| Armstrong, Fleming & Moore, Inc | 314K | — | 438K | 476K | 507K | 559K | $25M |
| Harbor Group, Inc. | 376K | 402K | 443K | 473K | 489K | 512K | $23M |
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 | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +2,389,516 | $106M | ADD |
| PNC FINANCIAL SERVICES GROUP, INC. | +2,365,791 | $105M | OPEN |
| CWM, LLC | +1,304,619 | $58M | ADD |
| Advisor OS, LLC | +900,627 | $40M | ADD |
| PRICE T ROWE ASSOCIATES INC /MD/ | +825,000 | $36M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | −183,532 | $8M | TRIM |
| Trust Co of Kansas | −133,520 | $6M | TRIM |
| LPL Financial LLC | −112,349 | $5M | TRIM |
| Prospera Financial Services Inc | −86,705 | $4M | TRIM |
| CROBAN | −75,774 | $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 | 176 | 32,164,704 | — | $1.4B |
| 2025-Q4 | 174 | 22,833,974 | — | $1.1B |
| 2025-Q3 | 137 | 20,007,224 | — | $978M |
| 2025-Q2 | 132 | 19,260,620 | — | $873M |
| 2025-Q1 | 122 | 16,010,986 | — | $610M |
| 2024-Q4 | 122 | 14,210,433 | — | $598M |
| 2024-Q3 | 104 | 11,635,327 | — | $461M |
| 2024-Q2 | 99 | 9,093,783 | — | $352M |
| 2024-Q1 | 94 | 7,742,777 | — | $273M |
| 2023-Q4 | 77 | 6,934,673 | — | $215M |
| 2023-Q3 | 68 | 6,182,555 | — | $168M |
| 2023-Q2 | 67 | 5,573,697 | — | $155M |
| 2023-Q1 | 60 | 5,103,400 | — | $126M |
| 2022-Q4 | 56 | 4,652,383 | — | $98M |
| 2022-Q3 | 51 | 3,946,658 | — | $83M |
| 2022-Q2 | 51 | 3,617,390 | — | $79M |
| 2022-Q1 | 59 | 3,299,629 | — | $97M |
| 2021-Q4 | 57 | 2,451,393 | — | $81M |
| 2021-Q3 | 42 | 1,425,834 | — | $46M |
| 2021-Q2 | 31 | 1,399,564 | — | $44M |
| 2021-Q1 | 21 | 581,725 | — | $17M |
| 2020-Q4 | 16 | 367,141 | — | $10M |
| 2020-Q3 | 4 | 80,897 | — | $2M |
