% of shares outstanding is not shown for TIP: 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 TIP 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 | BANK OF AMERICA CORP /DE/ | 24,329,78224.3M | $2.7B | — | ADD 18% |
| 2 | FMR LLC | 4,392,9834.4M | $485M | — | TRIM -21% |
| 3 | MORGAN STANLEY | 4,319,5514.3M | $477M | — | — |
| 4 | BlackRock, Inc. | 2,652,1842.7M | $293M | — | — |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 1,961,2012.0M | $216M | — | TRIM -4% |
| 6 | UBS Group AG | 1,663,7591.7M | $184M | — | — |
| 7 | SUMITOMO LIFE INSURANCE CO | 1,513,4551.5M | $167M | — | NEW |
| 8 | Pictet Asset Management Holding SA | 1,491,3001.5M | $165M | — | ADD 17% |
| 9 | WELLS FARGO & COMPANY/MN | 1,402,4041.4M | $155M | — | ADD 18% |
| 10 | LPL Financial LLC | 1,402,1591.4M | $155M | — | ADD 11% |
| 11 | AMERIPRISE FINANCIAL INC | 1,348,2411.3M | $149M | — | ADD 55% |
| 12 | CI INVESTMENTS INC. | 1,166,8321.2M | $129M | — | ADD 29% |
| 13 | ASSETMARK, INC | 1,081,8051.1M | $119M | — | TRIM -2% |
| 14 | EVOKE WEALTH, LLC | 1,042,0551.0M | $115M | — | — |
| 15 | ROYAL BANK OF CANADA | 792,456792,456 | $87M | — | TRIM -2% |
| 16 | GenTrust, LLC | 736,210736,210 | $81M | — | ADD 6% |
| 17 | JPMORGAN CHASE & CO | 665,645665,645 | $73M | — | — |
| 18 | WealthNavi Inc. | 654,936654,936 | $72M | — | TRIM -5% |
| 19 | MARTIN & CO INC /TN/ | 654,205654,205 | $72M | — | ADD 3% |
| 20 | FIL Ltd | 623,523623,523 | $69M | — | ADD 26% |
| 21 | KEYBANK NATIONAL ASSOCIATION/OH | 609,035609,035 | $67M | — | TRIM -4% |
| 22 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | 569,232569,232 | $63M | — | TRIM -21% |
| 23 | Dynasty Wealth Management, LLC | 485,165485,165 | $54M | — | ADD 4% |
| 24 | Quotient Wealth Partners, LLC | 473,810473,810 | $52M | — | ADD 4% |
| 25 | Bank of New York Mellon Corp | 466,675466,675 | $52M | — | — |
| 26 | PNC FINANCIAL SERVICES GROUP, INC. | 455,864455,864 | $50M | — | TRIM -4% |
| 27 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 451,433451,433 | $50M | — | ADD 2% |
| 28 | OSAIC HOLDINGS, INC. | 438,698438,698 | $48M | — | ADD 25% |
| 29 | One Capital Management, LLC | 434,073434,073 | $48M | — | ADD 8% |
| 30 | Cambridge Investment Research Advisors, Inc. | 427,799427,799 | $47M | — | ADD 186% |
| 31 | Cetera Investment Advisers | 427,438427,438 | $47M | — | ADD 6% |
| 32 | STIFEL FINANCIAL CORP | 413,029413,029 | $46M | — | ADD 16% |
| 33 | BALDWIN WEALTH PARTNERS LLC/MA | 394,233394,233 | $44M | — | TRIM -14% |
| 34 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 388,070388,070 | $43M | — | TRIM -5% |
| 35 | Federation des caisses Desjardins du Quebec | 385,936385,936 | $43M | — | — |
| 36 | Rock Creek Group LLC | 379,892379,892 | $42M | — | ADD 3% |
| 37 | TD Waterhouse Canada Inc. | 379,074379,074 | $42M | — | ADD 20% |
| 38 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | 365,000365,000 | $40M | — | NEW |
| 39 | TWO SIGMA INVESTMENTS, LP | 362,700362,700 | $40M | — | — |
| 40 | Man Group plc | 361,604361,604 | $40M | — | TRIM -37% |
| 41 | RAYMOND JAMES FINANCIAL INC | 358,504358,504 | $40M | — | ADD 24% |
| 42 | Arbor Investment Advisors, LLC | 333,103333,103 | $37M | — | ADD 2% |
| 43 | HighTower Advisors, LLC | 324,094324,094 | $36M | — | ADD 4% |
| 44 | MARSHALL WACE, LLP | 323,345323,345 | $36M | — | TRIM -22% |
| 45 | HSBC HOLDINGS PLC | 309,639309,639 | $34M | — | TRIM -70% |
| 46 | Rockefeller Capital Management L.P. | 301,923301,923 | $33M | — | ADD 9% |
| 47 | 3EDGE Asset Management, LP | 298,592298,592 | $33M | — | TRIM -36% |
| 48 | KWMG, LLC | 297,884297,884 | $33M | — | ADD 4% |
| 49 | Prime Capital Investment Advisors, LLC | 270,514270,514 | $30M | — | ADD 6% |
| 50 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 255,669255,669 | $28M | — | ADD 106% |
| 51 | PRUDENTIAL FINANCIAL INC | 243,726243,726 | $27M | — | — |
| 52 | Ethos Financial Group, LLC | 228,072228,072 | $25M | — | ADD 9% |
| 53 | Deane Retirement Strategies, Inc. | 214,432214,432 | $24M | — | ADD 278383% |
| 54 | GOLDMAN SACHS GROUP INC | 213,302213,302 | $24M | — | TRIM -54% |
| 55 | Dakota Wealth Management | 209,372209,372 | $23M | — | TRIM -10% |
| 56 | RHUMBLINE ADVISERS | 207,395207,395 | $23M | — | ADD 20% |
| 57 | VIEWPOINT INVESTMENT PARTNERS CORP | 277,560277,560 | $22M | — | TRIM -27% |
| 58 | COMMONWEALTH EQUITY SERVICES, LLC | 201,684201,684 | $22M | — | TRIM -16% |
| 59 | Beacon Pointe Advisors, LLC | 188,405188,405 | $21M | — | TRIM -11% |
| 60 | West Financial Advisors, LLC | 181,745181,745 | $20M | — | ADD 3% |
| 61 | Heartwood Wealth Advisors LLC | 179,953179,953 | $20M | — | ADD 13% |
| 62 | CIM, LLC | 170,451170,451 | $19M | — | — |
| 63 | Cypress Capital, LLC | 162,607162,607 | $18M | — | — |
| 64 | COUNTRY TRUST BANK | 161,604161,604 | $18M | — | ADD 4175% |
| 65 | RENAISSANCE TECHNOLOGIES LLC | 157,504157,504 | $17M | — | NEW |
| 66 | Passaic Partners LLC | 155,596155,596 | $17M | — | TRIM -57% |
| 67 | CWM, LLC | 152,444152,444 | $17M | — | — |
| 68 | Ted Buchan & Co | 147,132147,132 | $16M | — | ADD 30% |
| 69 | Horizon Investments, LLC | 144,641144,641 | $16M | — | ADD 8% |
| 70 | RTD Financial Advisors, Inc. | 140,209140,209 | $15M | — | ADD 3% |
| 71 | Cascade Financial Partners, LLC | 137,511137,511 | $15M | — | ADD 4156% |
| 72 | MML INVESTORS SERVICES, LLC | 135,693135,693 | $15M | — | TRIM -44% |
| 73 | Pure Financial Advisors, LLC | 135,194135,194 | $15M | — | ADD 2% |
| 74 | NorthCoast Asset Management LLC | 134,085134,085 | $15M | — | TRIM -7% |
| 75 | Lutz Financial Services LLC | 130,532130,532 | $14M | — | TRIM -2% |
| 76 | Marino Management, LLC | 126,194126,194 | $14M | — | — |
| 77 | Independence Financial Advisors, LLC | 121,374121,374 | $13M | — | ADD 2% |
| 78 | BNP PARIBAS FINANCIAL MARKETS | 120,712120,712 | $13M | — | TRIM -23% |
| 79 | Pacific Life Fund Advisors LLC | 120,173120,173 | $13M | — | TRIM -30% |
| 80 | Equitable Holdings, Inc. | 120,422120,422 | $13M | — | ADD 11% |
| 81 | TRUIST FINANCIAL CORP | 119,047119,047 | $13M | — | TRIM -5% |
| 82 | Lido Advisors, LLC | 118,816118,816 | $13M | — | TRIM -36% |
| 83 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 118,547118,547 | $13M | — | NEW |
| 84 | DORVAL Corp | 115,978115,978 | $13M | — | TRIM -34% |
| 85 | Net Worth Advisory Group | 115,620115,620 | $13M | — | — |
| 86 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 123,114123,114 | $13M | — | TRIM -32% |
| 87 | TWIN FOCUS CAPITAL PARTNERS, LLC | 114,441114,441 | $13M | — | — |
| 88 | Fischer Financial Services, Inc. | 110,791110,791 | $12M | — | — |
| 89 | Creative Planning | 110,029110,029 | $12M | — | TRIM -8% |
| 90 | Strategic Investment Advisors / MI | 109,647109,647 | $12M | — | ADD 4% |
| 91 | Parkway Wealth Management Group, LLC | 107,767107,767 | $12M | — | ADD 4% |
| 92 | ARKANSAS FINANCIAL GROUP, INC. | 106,618106,618 | $12M | — | TRIM -8% |
| 93 | Mirae Asset Global Investments Co., Ltd. | 105,500105,500 | $12M | — | TRIM -11% |
| 94 | BlueSky Wealth Advisors, LLC | 104,360104,360 | $12M | — | — |
| 95 | MUSTICO FINANCIAL GROUP, INC. | 90,80790,807 | $11M | — | ADD 53% |
| 96 | Focus Partners Wealth | 103,318103,318 | $11M | — | ADD 4% |
| 97 | BOKF, NA | 101,399101,399 | $11M | — | — |
| 98 | Buck Wealth Strategies, LLC | 100,838100,838 | $11M | — | TRIM -3% |
| 99 | Global Endowment Management, LP | 100,485100,485 | $11M | — | ADD 35% |
| 100 | Verger Capital Management LLC | 99,19599,195 | $11M | — | TRIM -3% |
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/ | 11.7M | 11.7M | 13.0M | 17.2M | 20.6M | 24.3M | $2.7B |
| FMR LLC | 7.7M | 10.0M | 6.3M | 5.4M | 5.6M | 4.4M | $485M |
| MORGAN STANLEY | 4.1M | 3.9M | 4.1M | 4.3M | 4.3M | 4.3M | $477M |
| BlackRock, Inc. | 7.7M | 2.1M | 2.3M | 2.4M | 2.6M | 2.7M | $293M |
| ENVESTNET ASSET MANAGEMENT INC | 2.0M | 2.2M | 2.2M | 2.0M | 2.0M | 2.0M | $216M |
| UBS Group AG | 1.5M | 1.6M | 1.6M | 1.8M | 1.6M | 1.7M | $184M |
| SUMITOMO LIFE INSURANCE CO | 1.5M | 1.6M | 1.0M | 1.5M | — | 1.5M | $167M |
| Pictet Asset Management Holding SA | 428K | 492K | 651K | 1.2M | 1.3M | 1.5M | $165M |
| WELLS FARGO & COMPANY/MN | 992K | 1.1M | 1.1M | 1.2M | 1.2M | 1.4M | $155M |
| LPL Financial LLC | 1.1M | 1.1M | 1.1M | 1.3M | 1.3M | 1.4M | $155M |
| AMERIPRISE FINANCIAL INC | 670K | 971K | 1.4M | 987K | 871K | 1.3M | $149M |
| CI INVESTMENTS INC. | 906K | 852K | 1.1M | 958K | 907K | 1.2M | $129M |
| ASSETMARK, INC | 1.5M | 1.3M | 1.3M | 1.3M | 1.1M | 1.1M | $119M |
| EVOKE WEALTH, LLC | 1.1M | 1.1M | 1.1M | 1.0M | 1.0M | 1.0M | $115M |
| ROYAL BANK OF CANADA | 590K | 507K | 1.3M | 1.2M | 810K | 792K | $87M |
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 | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | +3,729,751 | $412M | ADD |
| SUMITOMO LIFE INSURANCE CO | +1,513,455 | $167M | OPEN |
| AMERIPRISE FINANCIAL INC | +477,270 | $53M | ADD |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | +365,000 | $40M | OPEN |
| Cambridge Investment Research Advisors, Inc. | +278,111 | $31M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | −1,700,000 | $188M | CLOSE |
| FMR LLC | −1,181,735 | $130M | TRIM |
| HSBC HOLDINGS PLC | −729,915 | $81M | TRIM |
| Capitolis Liquid Global Markets LLC | −473,000 | $52M | CLOSE |
| GOLDMAN SACHS GROUP INC | −254,830 | $28M | 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 | 1,001 | 84,408,071 | — | $9.3B |
| 2025-Q4 | 1,001 | 81,008,626 | — | $8.7B |
| 2025-Q3 | 959 | 79,442,479 | — | $8.8B |
| 2025-Q2 | 973 | 76,791,983 | — | $8.4B |
| 2025-Q1 | 999 | 79,826,479 | — | $8.8B |
| 2024-Q4 | 1,011 | 93,936,164 | — | $8.4B |
| 2024-Q3 | 957 | 117,173,152 | — | $12.5B |
| 2024-Q2 | 1,022 | 117,357,934 | — | $12.3B |
| 2024-Q1 | 1,040 | 132,000,606 | — | $14.0B |
| 2023-Q4 | 1,097 | 123,330,840 | — | $13.0B |
| 2023-Q3 | 1,096 | 129,834,578 | — | $13.2B |
| 2023-Q2 | 1,072 | 120,993,261 | — | $13.0B |
| 2023-Q1 | 1,108 | 135,940,995 | — | $14.9B |
| 2022-Q4 | 1,217 | 132,880,542 | — | $14.1B |
| 2022-Q3 | 1,220 | 161,763,896 | — | $17.0B |
| 2022-Q2 | 1,289 | 178,034,107 | — | $20.3B |
| 2022-Q1 | 1,339 | 180,428,693 | — | $22.3B |
| 2021-Q4 | 1,363 | 205,077,732 | — | $26.5B |
| 2021-Q3 | 1,187 | 175,133,605 | — | $22.3B |
| 2021-Q2 | 1,138 | 139,425,831 | — | $17.9B |
| 2021-Q1 | 1,094 | 132,722,254 | — | $16.8B |
| 2020-Q4 | 1,053 | 137,163,775 | — | $17.5B |
| 2020-Q3 | 957 | 117,721,129 | — | $14.9B |
| 2020-Q2 | 919 | 108,803,487 | — | $13.4B |
| 2020-Q1 | 895 | 107,643,420 | — | $12.7B |
| 2019-Q4 | 925 | 109,817,933 | — | $12.8B |
| 2019-Q3 | 804 | 108,314,923 | — | $12.6B |
| 2019-Q2 | 817 | 110,419,227 | — | $12.7B |
| 2019-Q1 | 825 | 105,268,239 | — | $11.9B |
| 2018-Q4 | 801 | 123,010,138 | — | $13.5B |
| 2018-Q3 | 791 | 138,020,963 | — | $15.1B |
| 2018-Q2 | 790 | 137,142,734 | — | $15.0B |
| 2018-Q1 | 794 | 137,947,080 | — | $15.6B |
| 2017-Q4 | 784 | 135,007,462 | — | $15.4B |
| 2017-Q3 | 687 | 131,859,955 | — | $15.0B |
| 2017-Q2 | 676 | 125,976,738 | — | $14.3B |
| 2017-Q1 | 667 | 128,803,540 | — | $14.3B |
| 2016-Q4 | 651 | 118,202,735 | — | $13.4B |
| 2016-Q3 | 561 | 100,157,560 | — | $11.7B |
| 2016-Q2 | 559 | 94,760,592 | — | $11.0B |
| 2016-Q1 | 561 | 87,225,492 | — | $10.0B |
| 2015-Q4 | 537 | 72,839,970 | — | $8.0B |
| 2015-Q3 | 511 | 64,988,467 | — | $7.4B |
| 2015-Q2 | 526 | 61,609,354 | — | $6.9B |
| 2015-Q1 | 523 | 59,626,688 | — | $6.8B |
| 2014-Q4 | 509 | 54,785,453 | — | $6.2B |
| 2014-Q3 | 470 | 54,169,792 | — | $6.1B |
| 2014-Q2 | 471 | 57,571,852 | — | $6.7B |
| 2014-Q1 | 464 | 55,948,944 | — | $6.3B |
| 2013-Q4 | 454 | 52,894,082 | — | $5.8B |
| 2013-Q3 | 429 | 58,462,274 | — | $6.6B |
| 2013-Q2 | 445 | 69,143,653 | — | $6.7B |
| 2013-Q1 | 46 | 5,795,828 | — | $703M |
