% of shares outstanding is not shown for UIVM: 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 UIVM 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 | VICTORY CAPITAL MANAGEMENT INC | 3,752,4373.8M | $256M | — | — |
| 2 | FLOW TRADERS U.S. LLC | 54,34354,343 | $4M | — | NEW |
| 3 | JANE STREET GROUP, LLC | 31,61031,610 | $2M | — | ADD 528% |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27,12127,121 | $2M | — | ADD 29% |
| 5 | Financial Enhancement Group LLC | 22,05422,054 | $2M | — | — |
| 6 | CITADEL ADVISORS LLC | 22,61622,616 | $2M | — | TRIM -3% |
| 7 | Empirical Asset Management, LLC | 21,90921,909 | $1M | — | TRIM -5% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,15817,158 | $1M | — | TRIM -38% |
| 9 | IFP Advisors, Inc | 10,77510,775 | $735,758 | — | ADD 83% |
| 10 | Perigon Wealth Management, LLC | 10,34410,344 | $706,328 | — | NEW |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 4,8594,859 | $331,808 | — | NEW |
| 12 | LPL Financial LLC | 4,1344,134 | $282,275 | — | ADD 25% |
| 13 | World Investment Advisors | 3,9103,910 | $266,990 | — | ADD 10% |
| 14 | JPMORGAN CHASE & CO | 243243 | $16,055 | — | — |
| 15 | UBS Group AG | 108108 | $7,375 | — | NEW |
| 16 | Bogart Wealth, LLC | 4141 | $2,768 | — | — |
| 17 | MORGAN STANLEY | 11 | $88 | — | NEW |
| 18 | WELLS FARGO & COMPANY/MN | 11 | $51 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 4.2M | 4.2M | 4.0M | 3.8M | 3.8M | 3.8M | $256M |
| FLOW TRADERS U.S. LLC | 48K | — | 38K | 30K | — | 54K | $4M |
| JANE STREET GROUP, LLC | 22K | 34K | 44K | 4K | 5K | 32K | $2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3K | 6K | 10K | 14K | 21K | 27K | $2M |
| Financial Enhancement Group LLC | 12K | 20K | 21K | 22K | 22K | 22K | $2M |
| CITADEL ADVISORS LLC | — | — | — | 17K | 23K | 23K | $2M |
| Empirical Asset Management, LLC | — | — | — | 15K | 23K | 22K | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22K | 7K | 6K | 31K | 27K | 17K | $1M |
| IFP Advisors, Inc | — | — | — | — | 6K | 11K | $735,758 |
| Perigon Wealth Management, LLC | — | — | — | — | — | 10K | $706,328 |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | — | 5K | $331,808 |
| LPL Financial LLC | — | — | — | — | 3K | 4K | $282,275 |
| World Investment Advisors | — | — | 10K | 5K | 4K | 4K | $266,990 |
| JPMORGAN CHASE & CO | — | — | 21 | — | 243 | 243 | $16,055 |
| UBS Group AG | — | — | — | — | — | 108 | $7,375 |
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 | |
|---|---|---|---|
| FLOW TRADERS U.S. LLC | +54,343 | $4M | OPEN |
| JANE STREET GROUP, LLC | +26,575 | $2M | ADD |
| Perigon Wealth Management, LLC | +10,344 | $706,330 | OPEN |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +6,147 | $419,742 | ADD |
| IFP Advisors, Inc | +4,902 | $334,728 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| StoneX Group Inc. | −92,238 | $6M | CLOSE |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −10,323 | $704,896 | TRIM |
| NewEdge Advisors, LLC | −7,495 | $511,789 | CLOSE |
| Sigma Planning Corp | −4,431 | $302,566 | CLOSE |
| BANK OF AMERICA CORP /DE/ | −1,745 | $119,156 | CLOSE |
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 | 18 | 3,983,664 | — | $272M |
| 2025-Q4 | 17 | 3,993,396 | — | $258M |
| 2025-Q3 | 15 | 3,993,111 | — | $244M |
| 2025-Q2 | 13 | 4,144,069 | — | $242M |
| 2025-Q1 | 9 | 4,258,771 | — | $218M |
| 2024-Q4 | 12 | 4,298,656 | — | $199M |
| 2024-Q3 | 12 | 4,298,554 | — | $216M |
| 2024-Q2 | 8 | 4,305,461 | — | $204M |
| 2024-Q1 | 12 | 4,691,372 | — | $229M |
| 2023-Q4 | 10 | 4,921,225 | — | $227M |
| 2023-Q3 | 10 | 5,019,751 | — | $213M |
| 2023-Q2 | 11 | 5,317,982 | — | $232M |
| 2023-Q1 | 10 | 6,022,814 | — | $259M |
| 2022-Q4 | 12 | 6,192,542 | — | $257M |
| 2022-Q3 | 13 | 6,666,468 | — | $237M |
| 2022-Q2 | 15 | 6,680,122 | — | $268M |
| 2022-Q1 | 11 | 6,708,536 | — | $297M |
| 2021-Q4 | 11 | 6,892,312 | — | $339M |
| 2021-Q3 | 10 | 6,851,235 | — | $333M |
| 2021-Q2 | 12 | 6,872,663 | — | $341M |
| 2021-Q1 | 12 | 10,062,745 | — | $485M |
| 2020-Q4 | 11 | 10,660,732 | — | $486M |
| 2020-Q3 | 14 | 10,107,084 | — | $410M |
| 2020-Q2 | 13 | 9,729,487 | — | $374M |
| 2020-Q1 | 9 | 15,893,977 | — | $556M |
| 2019-Q4 | 11 | 9,337,623 | — | $430M |
| 2019-Q3 | 11 | 9,208,882 | — | $411M |
