% of shares outstanding is not shown for TSPA: 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 TSPA in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 |
|---|---|---|---|---|---|---|---|
| National Pension Service | 9.5M | 9.5M | 9.5M | 9.5M | 9.5M | 9.5M | $389M |
| M&T Bank Corp | 310K | 4.9M | 5.7M | 5.8M | 5.9M | 5.7M | $233M |
| MORGAN STANLEY | 3.4M | 4.1M | 4.1M | 3.8M | 3.8M | 3.8M | $154M |
| Allworth Financial LP | 3.1M | 3.2M | 3.3M | 3.3M | 3.4M | 3.4M | $139M |
| Forvis Mazars Wealth Advisors, LLC | 391K | 949K | 1.5M | 1.9M | 2.3M | 2.7M | $110M |
| Provident Wealth Management, LLC | 1.4M | 1.4M | 1.4M | 1.4M | 1.4M | 1.4M | $56M |
| ENVESTNET ASSET MANAGEMENT INC | 84K | 115K | 743K | 979K | 983K | 1.0M | $42M |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | — | — | — | 722K | 808K | 903K | $37M |
| Alpha Financial Advisors, LLC | 33K | 867K | 717K | 734K | 773K | 804K | $33M |
| First National Trust Co | 486K | 806K | 830K | 808K | 801K | 757K | $31M |
| Cetera Investment Advisers | — | 243K | 350K | 607K | 682K | 753K | $31M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 92K | 1.2M | 1.4M | 1.8M | 626K | 718K | $29M |
| Prodigy Asset Management LLC | 595K | 625K | 643K | 653K | 681K | 703K | $29M |
| PRICE T ROWE ASSOCIATES INC /MD/ | — | 336K | 359K | 446K | 648K | 648K | $27M |
| CAPTRUST FINANCIAL ADVISORS | 645K | 618K | 618K | 606K | 585K | 588K | $24M |
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 |
|---|
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 | |
|---|---|---|---|
| Forvis Mazars Wealth Advisors, LLC | +403,204 | $16M | ADD |
| N.E.W. Advisory Services LLC | +164,940 | $7M | ADD |
| Cambridge Investment Research Advisors, Inc. | +145,294 | $6M | ADD |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | +94,754 | $4M | ADD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +92,550 | $4M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| M&T Bank Corp | −209,250 | $9M | TRIM |
| Atria Investments, Inc | −180,191 | $7M | TRIM |
| Kestra Advisory Services, LLC | −178,485 | $7M | TRIM |
| MORGAN STANLEY | −64,114 | $3M | — |
| First National Trust Co | −44,259 | $2M | 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).
| 2026-Q1 | 120 | 41,900,720 | — | $1.7B |
| 2025-Q4 | 123 | 41,045,155 | — | $1.8B |
| 2025-Q3 | 113 | 40,499,211 | — | $1.7B |
| 2025-Q2 | 102 | 37,494,754 | — | $1.5B |
| 2025-Q1 | 83 | 34,750,131 | — | $1.2B |
| 2024-Q4 | 60 | 22,551,912 | — | $838M |
| 2024-Q3 | 41 | 18,626,670 | — | $673M |
| 2024-Q2 | 29 | 13,669,643 | — | $470M |
| 2024-Q1 | 17 | 1,174,856 | — | $39M |
| 2023-Q4 | 12 | 269,388 | — | $8M |
| 2023-Q3 | 6 | 81,869 | — | $2M |
| 2023-Q2 | 3 | 29,913 | — | $809,045 |
| 2023-Q1 | 7 | 68,973 | — | $2M |
| 2022-Q4 | 4 | 58,342 | — | $1M |
| 2022-Q3 | 4 | 49,810 | — | $1M |
| 2022-Q2 | 3 | 16,005 | — | $358,000 |
| 2022-Q1 | 3 | 16,207 | — | $438,000 |
| 2021-Q4 | 2 | 3,375 | — | $95,000 |
| 2021-Q3 | 1 | 7,462 | — | $191,000 |
