% of shares outstanding is not shown for VPC: 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 VPC 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 | Rockefeller Capital Management L.P. | 138,335138,335 | $2M | — | ADD 2398% |
| 2 | Cetera Investment Advisers | 96,24296,242 | $1M | — | ADD 9% |
| 3 | RAYMOND JAMES FINANCIAL INC | 51,19051,190 | $774,505 | — | TRIM -16% |
| 4 | Provident Wealth Management, LLC | 25,72925,729 | $389,287 | — | — |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 21,19621,196 | $320,701 | — | TRIM -23% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,61118,611 | $281,584 | — | TRIM -63% |
| 7 | LPL Financial LLC | 17,98417,984 | $272,098 | — | TRIM -23% |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 13,43713,437 | $203,310 | — | ADD 6% |
| 9 | CITADEL ADVISORS LLC | 12,41612,416 | $187,854 | — | NEW |
| 10 | MML INVESTORS SERVICES, LLC | 11,59511,595 | $175,438 | — | TRIM -36% |
| 11 | OSAIC HOLDINGS, INC. | 9,7599,759 | $147,658 | — | TRIM -33% |
| 12 | Farther Finance Advisors, LLC | 3,2663,266 | $49,088 | — | TRIM -28% |
| 13 | IFP Advisors, Inc | 2,8692,869 | $43,408 | — | NEW |
| 14 | MORGAN STANLEY | 2,8552,855 | $43,198 | — | ADD 5% |
| 15 | Triumph Capital Management | 2,5752,575 | $38,960 | — | — |
| 16 | HARBOUR INVESTMENTS, INC. | 614614 | $9,290 | — | — |
| 17 | ROYAL BANK OF CANADA | 283283 | $4,000 | — | TRIM -89% |
| 18 | VIRTUS ADVISERS, LLC | 6969 | $1,044 | — | ADD 21% |
| 19 | Smartleaf Asset Management LLC | 4545 | $662 | — | — |
| 20 | DHJJ Financial Advisors, Ltd. | 2525 | $379 | — | — |
| 21 | WELLS FARGO & COMPANY/MN | 00 | $2 | — | EXIT |
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 |
|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | — | — | — | 2K | 6K | 138K | $2M |
| Cetera Investment Advisers | 19K | 51K | 44K | 78K | 88K | 96K | $1M |
| RAYMOND JAMES FINANCIAL INC | 19K | 27K | 39K | 42K | 61K | 51K | $774,505 |
| Provident Wealth Management, LLC | 29K | 27K | 26K | 26K | 26K | 26K | $389,287 |
| ENVESTNET ASSET MANAGEMENT INC | 14K | 18K | 20K | 26K | 28K | 21K | $320,701 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 87K | 67K | — | 45K | 51K | 19K | $281,584 |
| LPL Financial LLC | — | 11K | 18K | 25K | 23K | 18K | $272,098 |
| COMMONWEALTH EQUITY SERVICES, LLC | 143K | 39K | 47K | 42K | 13K | 13K | $203,310 |
| CITADEL ADVISORS LLC | 17K | — | 21K | — | — | 12K | $187,854 |
| MML INVESTORS SERVICES, LLC | — | — | 12K | 15K | 18K | 12K | $175,438 |
| OSAIC HOLDINGS, INC. | 17K | 25K | 20K | 18K | 15K | 10K | $147,658 |
| Farther Finance Advisors, LLC | 4K | 3K | 3K | 4K | 5K | 3K | $49,088 |
| IFP Advisors, Inc | — | — | — | — | — | 3K | $43,408 |
| MORGAN STANLEY | 186 | 185 | 3K | 3K | 3K | 3K | $43,198 |
| Triumph Capital Management | — | — | — | — | 3K | 3K | $38,960 |
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 | |
|---|---|---|---|
| Rockefeller Capital Management L.P. | +132,798 | $2M | ADD |
| CITADEL ADVISORS LLC | +12,416 | $187,854 | OPEN |
| Cetera Investment Advisers | +7,753 | $117,303 | ADD |
| IFP Advisors, Inc | +2,869 | $43,408 | OPEN |
| COMMONWEALTH EQUITY SERVICES, LLC | +789 | $11,938 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | −115,005 | $2M | CLOSE |
| MILESTONE ASSET MANAGEMENT, LLC | −56,075 | $848,415 | CLOSE |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −32,051 | $484,932 | TRIM |
| RAYMOND JAMES FINANCIAL INC | −9,913 | $149,984 | TRIM |
| MML INVESTORS SERVICES, LLC | −6,603 | $99,903 | 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 | 21 | 429,095 | — | $6M |
| 2025-Q4 | 24 | 515,824 | — | $79M |
| 2025-Q3 | 27 | 547,171 | — | $10M |
| 2025-Q2 | 28 | 634,272 | — | $22M |
| 2025-Q1 | 30 | 686,352 | — | $21M |
| 2024-Q4 | 26 | 689,250 | — | $15M |
| 2024-Q3 | 26 | 668,774 | — | $17M |
| 2024-Q2 | 22 | 599,536 | — | $14M |
| 2024-Q1 | 15 | 530,544 | — | $12M |
| 2023-Q4 | 10 | 390,744 | — | $9M |
| 2023-Q3 | 13 | 1,013,471 | — | $22M |
| 2023-Q2 | 7 | 346,838 | — | $7M |
| 2023-Q1 | 12 | 408,895 | — | $8M |
| 2022-Q4 | 13 | 390,228 | — | $8M |
| 2022-Q3 | 13 | 544,285 | — | $11M |
| 2022-Q2 | 17 | 577,157 | — | $12M |
| 2022-Q1 | 18 | 626,287 | — | $16M |
| 2021-Q4 | 19 | 510,987 | — | $13M |
| 2021-Q3 | 13 | 464,441 | — | $12M |
| 2021-Q2 | 13 | 622,668 | — | $16M |
| 2021-Q1 | 11 | 498,288 | — | $12M |
| 2020-Q4 | 10 | 536,354 | — | $11M |
| 2020-Q3 | 7 | 934,459 | — | $17M |
| 2020-Q2 | 13 | 755,632 | — | $13M |
| 2020-Q1 | 12 | 5,678,056 | — | $84M |
| 2019-Q4 | 7 | 8,063,562 | — | $202M |
| 2019-Q3 | 3 | 7,595,568 | — | $189M |
| 2019-Q2 | 5 | 7,061,962 | — | $177M |
| 2019-Q1 | 2 | 6,394,711 | — | $162M |
