Who owns SIZE
Which tracked institutional funds hold SIZE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SIZE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
8 tracked funds added or opened SIZE while 15 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SIZE’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SIZE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 70 tracked filers holding SIZE, 24 increased or opened the position and 38 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SIZE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- Summit Trail Advisors, LLC$2M
- G&S Capital LLC$1M
Full exits 3
- JANE STREET GROUP, LLC$3M
- GTS SECURITIES LLC$2M
- PARK AVENUE SECURITIES LLC$746K
Largest adds
- WELLS FARGO & COMPANY/MN$9M
- JONES FINANCIAL COMPANIES LLLP$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- AMERIPRISE FINANCIAL INC$680K
- COMMONWEALTH EQUITY SERVICES, LLC$308K
- MORGAN STANLEY$280K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7M
- BlackRock, Inc.$4M
- ENVESTNET ASSET MANAGEMENT INC$2M
- GOLDMAN SACHS GROUP INC$1M
- Lido Advisors, LLC$1M
- James Reed Financial Services, Inc.$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 510,773 | $81M | 25.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 352,448 | $56M | 17.3% | 2026-Q1 |
| James Reed Financial Services, Inc. trimmed | 163,966 | $26M | 8.1% | 2026-Q1 |
| Trinity Wealth Management, LLC trimmed | 110,863 | $18M | 5.4% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 103,690 | $17M | 5.1% | 2026-Q1 |
| Strategic Financial Services, Inc. trimmed | 101,724 | $16M | 5.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 73,443 | $12M | 3.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 66,983 | $11M | 3.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 64,898 | $10M | 3.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 61,715 | $10M | 3.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 59,325 | $9M | 2.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 46,561 | $7M | 2.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 37,333 | $6M | 1.8% | 2026-Q1 |
| LPL Financial LLC added | 36,567 | $6M | 1.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 34,750 | $5M | 1.7% | 2026-Q1 |
| MORGAN STANLEY added | 29,641 | $5M | 1.5% | 2026-Q1 |
| Summit Trail Advisors, LLC new | 10,570 | $2M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 9,159 | $1M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 8,793 | $1M | 0.4% | 2026-Q1 |
| G&S Capital LLC trimmed | 6,560 | $1M | 0.3% | 2026-Q1 |
| Parallel Advisors, LLC trimmed | 5,868 | $936K | 0.3% | 2026-Q1 |
| UBS Group AG added | 5,830 | $930K | 0.3% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC | 5,827 | $929K | 0.3% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 5,753 | $917K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 5,445 | $868K | 0.3% | 2026-Q1 |
| QTR Family Wealth, LLC trimmed | 4,323 | $722K | 0.2% | 2026-Q1 |
| Keystone Financial Group trimmed | 4,369 | $704K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 4,168 | $665K | 0.2% | 2026-Q1 |
| BCGM Wealth Management, LLC | 3,964 | $632K | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 3,637 | $580K | 0.2% | 2026-Q1 |
| CLIENT 1ST ADVISORY GROUP, LLC trimmed | 3,124 | $498K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA | 2,917 | $465K | 0.1% | 2026-Q1 |
| Cypress Wealth Services, LLC added | 2,637 | $420K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 2,619 | $418K | 0.1% | 2026-Q1 |
| PGIM Custom Harvest LLC | 2,248 | $358K | 0.1% | 2026-Q1 |
| TD Waterhouse Canada Inc. trimmed | 1,940 | $310K | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 1,824 | $291K | 0.1% | 2026-Q1 |
| Cerity Partners LLC trimmed | 1,822 | $291K | 0.1% | 2026-Q1 |
| CHOREO, LLC | 1,759 | $280K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,708 | $272K | 0.1% | 2026-Q1 |
| TKG Advisors, LLC trimmed | 1,703 | $272K | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 1,545 | $250K | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 1,547 | $247K | 0.1% | 2026-Q1 |
| 46 Peaks LLC | 1,520 | $242K | 0.1% | 2026-Q1 |
| CWM, LLC | 1,461 | $233K | 0.1% | 2026-Q1 |
| OneAscent Family Office, LLC | 1,397 | $223K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,344 | $214K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers new | 1,308 | $209K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | 1,065 | $170K | 0.1% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 1,000 | $159K | 0.0% | 2026-Q1 |
| Capital Investment Advisory Services, LLC | 814 | $130K | 0.0% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 804 | $128K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. trimmed | 633 | $101K | 0.0% | 2026-Q1 |
| MAI Capital Management | 585 | $93K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 265 | $42K | 0.0% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. | 252 | $40K | 0.0% | 2026-Q1 |
| Glass Jacobson Investment Advisors llc added | 172 | $27K | 0.0% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. | 141 | $22K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 128 | $20K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 115 | $18K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 74 | $12K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ | 65 | $10K | 0.0% | 2026-Q1 |
| Rosenberg Matthew Hamilton | 63 | $10K | 0.0% | 2026-Q1 |
| Physician Wealth Advisors, Inc. added | 56 | $9K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 51 | $8K | 0.0% | 2026-Q1 |
| Rossby Financial, LCC new | 43 | $7K | 0.0% | 2026-Q1 |
| Signature Resources Capital Management, LLC trimmed | 35 | $6K | 0.0% | 2026-Q1 |
| Truvestments Capital LLC new | 18 | $3K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 16 | $3K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc | 14 | $2K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 17,000 | $3M | 0.8% | 2025-Q4 stale |
| GTS SECURITIES LLC new | 12,610 | $2M | 0.6% | 2025-Q4 stale |
| PARK AVENUE SECURITIES LLC added | 4,616 | $746K | 0.2% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 4,137 | $602K | 0.2% | 2025-Q1 stale |
| Kestra Advisory Services, LLC new | 2,866 | $461K | 0.1% | 2025-Q3 stale |
| Sunbelt Securities, Inc. added | 2,781 | $413K | 0.1% | 2025-Q2 stale |
| Mariner, LLC new | 2,750 | $400K | 0.1% | 2025-Q1 stale |
| NewEdge Advisors, LLC added | 2,207 | $357K | 0.1% | 2025-Q4 stale |
| Freestone Capital Holdings, LLC trimmed | 1,721 | $250K | 0.1% | 2025-Q1 stale |
| Atlas Private Wealth Advisors added | 1,538 | $238K | 0.1% | 2025-Q2 stale |
| FIRST TRUST ADVISORS LP new | 1,442 | $223K | 0.1% | 2025-Q2 stale |
| Icon Wealth Advisors, LLC | 842 | $135K | 0.0% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. trimmed | 308 | $50K | 0.0% | 2025-Q3 stale |
| FIFTH THIRD BANCORP | 200 | $32K | 0.0% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC added | 184 | $30K | 0.0% | 2025-Q4 stale |
| FSC Wealth Advisors, LLC | 117 | $17K | 0.0% | 2025-Q1 stale |
| CITIGROUP INC trimmed | 97 | $16K | 0.0% | 2025-Q4 stale |
| Briaud Financial Planning, Inc new | 92 | $14K | 0.0% | 2025-Q2 stale |
| Arax Advisory Partners new | 68 | $11K | 0.0% | 2025-Q4 stale |
| Geneos Wealth Management Inc. trimmed | 62 | $9K | 0.0% | 2025-Q1 stale |
| Global Retirement Partners, LLC | 48 | $8K | 0.0% | 2025-Q4 stale |
| Stonebridge Financial Group, LLC | 50 | $7K | 0.0% | 2025-Q1 stale |
| Synergy Investment Management, LLC new | 40 | $6K | 0.0% | 2025-Q1 stale |
| Versant Capital Management, Inc new | 16 | $3K | 0.0% | 2025-Q3 stale |
| Aptus Capital Advisors, LLC trimmed | 11 | $2K | 0.0% | 2025-Q2 stale |
| Russell Investments Group, Ltd. | 4 | $646 | 0.0% | 2025-Q4 stale |
| Blue Trust, Inc. trimmed | 0 | $33 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.