% of shares outstanding is not shown for WEA: 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 WEA 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 | MORGAN STANLEY | 2,106,9912.1M | $22M | — | ADD 7% |
| 2 | SIT INVESTMENT ASSOCIATES INC | 910,502910,502 | $10M | — | TRIM -7% |
| 3 | Allspring Global Investments Holdings, LLC | 489,939489,939 | $5M | — | — |
| 4 | LPL Financial LLC | 414,976414,976 | $4M | — | ADD 28% |
| 5 | Whipplewood Advisors, LLC | 369,988369,988 | $4M | — | — |
| 6 | RAYMOND JAMES FINANCIAL INC | 348,573348,573 | $4M | — | ADD 47% |
| 7 | 1607 Capital Partners, LLC | 321,607321,607 | $3M | — | ADD 26% |
| 8 | Private Advisor Group, LLC | 225,284225,284 | $2M | — | — |
| 9 | GUGGENHEIM CAPITAL LLC | 224,641224,641 | $2M | — | TRIM -16% |
| 10 | Fiera Capital Corp | 183,679183,679 | $2M | — | TRIM -5% |
| 11 | Hennion & Walsh Asset Management, Inc. | 131,065131,065 | $1M | — | — |
| 12 | BANK OF AMERICA CORP /DE/ | 119,289119,289 | $1M | — | ADD 4% |
| 13 | ProVise Management Group, LLC | 118,381118,381 | $1M | — | TRIM -3% |
| 14 | Invesco Ltd. | 117,326117,326 | $1M | — | — |
| 15 | INVICTUS PRIVATE WEALTH, LLC | 104,282104,282 | $1M | — | ADD 5% |
| 16 | Insight Wealth Partners, LLC | 86,57486,574 | $915,957 | — | TRIM -9% |
| 17 | Advisory Services Network, LLC | 69,93869,938 | $739,948 | — | TRIM -2% |
| 18 | Integrated Wealth Concepts LLC | 55,19155,191 | $583,921 | — | — |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 30,45330,453 | $322,190 | — | ADD 6% |
| 20 | M Holdings Securities, Inc. | 24,49324,493 | $259,000 | — | — |
| 21 | Janney Montgomery Scott LLC | 24,07524,075 | $255,000 | — | ADD 8% |
| 22 | Medallion Wealth Advisors, LLC | 18,41318,413 | $194,809 | — | — |
| 23 | Smith Asset Management Co., LLC | 18,36718,367 | $194,323 | — | ADD 23% |
| 24 | MELFA WEALTH MANAGEMENT, INC. | 17,28117,281 | $182,834 | — | — |
| 25 | ROYAL BANK OF CANADA | 14,71214,712 | $156,000 | — | ADD 28% |
| 26 | Calamos Advisors LLC | 13,75913,759 | $145,570 | — | NEW |
| 27 | WELLS FARGO & COMPANY/MN | 8,7958,795 | $93,055 | — | ADD 6% |
| 28 | HARBOUR INVESTMENTS, INC. | 8,2298,229 | $87,063 | — | — |
| 29 | FIFTH THIRD BANCORP | 5,0505,050 | $53,429 | — | NEW |
| 30 | UBS Group AG | 4,2254,225 | $44,701 | — | TRIM -5% |
| 31 | IFP Advisors, Inc | 1,0821,082 | $11,448 | — | TRIM -90% |
| 32 | OSAIC HOLDINGS, INC. | 523523 | $5,534 | — | TRIM -18% |
| 33 | Geneos Wealth Management Inc. | 271271 | $2,867 | — | — |
| 34 | HIGHLINE WEALTH PARTNERS LLC | 270270 | $2,857 | — | NEW |
| 35 | WOLVERINE ASSET MANAGEMENT LLC | 241241 | $2,550 | — | TRIM -91% |
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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 1.5M | 1.7M | 1.9M | 1.9M | 2.0M | 2.1M | $22M |
| SIT INVESTMENT ASSOCIATES INC | 670K | 694K | 706K | 930K | 979K | 911K | $10M |
| Allspring Global Investments Holdings, LLC | 602K | 544K | 524K | 490K | 490K | 490K | $5M |
| LPL Financial LLC | 278K | 280K | 282K | 282K | 325K | 415K | $4M |
| Whipplewood Advisors, LLC | 256K | 85K | 272K | 274K | 367K | 370K | $4M |
| RAYMOND JAMES FINANCIAL INC | 155K | 172K | 191K | 238K | 237K | 349K | $4M |
| 1607 Capital Partners, LLC | 333K | 337K | 334K | 307K | 256K | 322K | $3M |
| Private Advisor Group, LLC | 165K | 194K | 216K | 224K | 225K | 225K | $2M |
| GUGGENHEIM CAPITAL LLC | 213K | 212K | 233K | 216K | 269K | 225K | $2M |
| Fiera Capital Corp | 152K | 152K | 150K | 160K | 192K | 184K | $2M |
| Hennion & Walsh Asset Management, Inc. | 104K | 133K | 136K | 135K | 131K | 131K | $1M |
| BANK OF AMERICA CORP /DE/ | 108K | 109K | 116K | 117K | 115K | 119K | $1M |
| ProVise Management Group, LLC | 130K | 131K | 132K | 131K | 122K | 118K | $1M |
| Invesco Ltd. | 86K | 90K | 96K | 105K | 118K | 117K | $1M |
| INVICTUS PRIVATE WEALTH, LLC | 50K | 52K | 93K | 74K | 99K | 104K | $1M |
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 | |
|---|---|---|---|
| MORGAN STANLEY | +139,871 | $1M | ADD |
| RAYMOND JAMES FINANCIAL INC | +111,755 | $1M | ADD |
| LPL Financial LLC | +90,332 | $955,713 | ADD |
| 1607 Capital Partners, LLC | +65,871 | $696,915 | ADD |
| Calamos Advisors LLC | +13,759 | $145,570 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | −68,712 | $726,973 | TRIM |
| StoneX Group Inc. | −67,582 | $715,018 | CLOSE |
| GUGGENHEIM CAPITAL LLC | −44,129 | $466,885 | TRIM |
| Cetera Investment Advisers | −16,920 | $179,014 | CLOSE |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −14,934 | $158,002 | 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 | 35 | 6,588,465 | — | $70M |
| 2025-Q4 | 38 | 6,405,037 | — | $71M |
| 2025-Q3 | 39 | 6,487,751 | — | $73M |
| 2025-Q2 | 40 | 6,183,941 | — | $67M |
| 2025-Q1 | 40 | 5,759,351 | — | $67M |
| 2024-Q4 | 41 | 5,728,356 | — | $62M |
| 2024-Q3 | 41 | 5,376,227 | — | $61M |
| 2024-Q2 | 42 | 5,364,707 | — | $56M |
| 2024-Q1 | 43 | 6,947,980 | — | $74M |
| 2023-Q4 | 38 | 6,787,563 | — | $73M |
| 2023-Q3 | 39 | 5,992,270 | — | $60M |
| 2023-Q2 | 39 | 5,956,795 | — | $61M |
| 2023-Q1 | 39 | 5,538,766 | — | $57M |
| 2022-Q4 | 36 | 5,228,236 | — | $56M |
| 2022-Q3 | 39 | 4,722,887 | — | $46M |
| 2022-Q2 | 39 | 4,453,551 | — | $47M |
| 2022-Q1 | 42 | 4,019,947 | — | $48M |
| 2021-Q4 | 34 | 3,588,972 | — | $51M |
| 2021-Q3 | 35 | 3,657,783 | — | $52M |
| 2021-Q2 | 32 | 3,329,381 | — | $49M |
| 2021-Q1 | 29 | 3,467,560 | — | $49M |
| 2020-Q4 | 31 | 3,762,086 | — | $53M |
| 2020-Q3 | 32 | 3,350,061 | — | $43M |
| 2020-Q2 | 29 | 3,318,448 | — | $44M |
| 2020-Q1 | 33 | 3,227,214 | — | $36M |
| 2019-Q4 | 33 | 3,029,088 | — | $44M |
| 2019-Q3 | 36 | 3,137,112 | — | $45M |
| 2019-Q2 | 31 | 3,187,317 | — | $44M |
| 2019-Q1 | 34 | 3,286,611 | — | $43M |
| 2018-Q4 | 33 | 3,195,869 | — | $39M |
| 2018-Q3 | 37 | 2,952,281 | — | $38M |
| 2018-Q2 | 34 | 2,856,651 | — | $36M |
| 2018-Q1 | 36 | 2,407,110 | — | $31M |
| 2017-Q4 | 33 | 1,990,910 | — | $27M |
| 2017-Q3 | 34 | 1,725,579 | — | $24M |
| 2017-Q2 | 35 | 1,778,354 | — | $25M |
| 2017-Q1 | 35 | 1,800,800 | — | $24M |
| 2016-Q4 | 38 | 1,864,223 | — | $24M |
| 2016-Q3 | 35 | 1,406,311 | — | $19M |
| 2016-Q2 | 34 | 1,642,324 | — | $22M |
| 2016-Q1 | 36 | 2,153,172 | — | $27M |
| 2015-Q4 | 36 | 2,239,452 | — | $27M |
| 2015-Q3 | 31 | 2,021,868 | — | $25M |
| 2015-Q2 | 35 | 1,655,285 | — | $22M |
| 2015-Q1 | 35 | 1,542,177 | — | $21M |
| 2014-Q4 | 30 | 1,558,488 | — | $22M |
| 2014-Q3 | 28 | 1,085,478 | — | $16M |
| 2014-Q2 | 26 | 983,550 | — | $15M |
| 2014-Q1 | 28 | 1,022,068 | — | $15M |
| 2013-Q4 | 26 | 959,428 | — | $14M |
| 2013-Q3 | 26 | 987,581 | — | $14M |
| 2013-Q2 | 21 | 1,018,331 | — | $15M |
