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Institutional Ownership · SEC Form 13F

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.

70
Institutional holders
2M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ added510,773$81M25.1%2026-Q1
BlackRock, Inc. trimmed352,448$56M17.3%2026-Q1
James Reed Financial Services, Inc. trimmed163,966$26M8.1%2026-Q1
Trinity Wealth Management, LLC trimmed110,863$18M5.4%2026-Q1
Lido Advisors, LLC trimmed103,690$17M5.1%2026-Q1
Strategic Financial Services, Inc. trimmed101,724$16M5.0%2026-Q1
Rockefeller Capital Management L.P. trimmed73,443$12M3.6%2026-Q1
AMERIPRISE FINANCIAL INC added66,983$11M3.3%2026-Q1
WELLS FARGO & COMPANY/MN added64,898$10M3.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed61,715$10M3.0%2026-Q1
GOLDMAN SACHS GROUP INC trimmed59,325$9M2.9%2026-Q1
OSAIC HOLDINGS, INC. added46,561$7M2.3%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed37,333$6M1.8%2026-Q1
LPL Financial LLC added36,567$6M1.8%2026-Q1
JONES FINANCIAL COMPANIES LLLP added34,750$5M1.7%2026-Q1
MORGAN STANLEY added29,641$5M1.5%2026-Q1
Summit Trail Advisors, LLC new10,570$2M0.5%2026-Q1
JPMORGAN CHASE & CO added9,159$1M0.4%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added8,793$1M0.4%2026-Q1
G&S Capital LLC trimmed6,560$1M0.3%2026-Q1
Parallel Advisors, LLC trimmed5,868$936K0.3%2026-Q1
UBS Group AG added5,830$930K0.3%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC5,827$929K0.3%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed5,753$917K0.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added5,445$868K0.3%2026-Q1
QTR Family Wealth, LLC trimmed4,323$722K0.2%2026-Q1
Keystone Financial Group trimmed4,369$704K0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added4,168$665K0.2%2026-Q1
BCGM Wealth Management, LLC3,964$632K0.2%2026-Q1
Strategic Blueprint, LLC trimmed3,637$580K0.2%2026-Q1
CLIENT 1ST ADVISORY GROUP, LLC trimmed3,124$498K0.2%2026-Q1
ROYAL BANK OF CANADA2,917$465K0.1%2026-Q1
Cypress Wealth Services, LLC added2,637$420K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added2,619$418K0.1%2026-Q1
PGIM Custom Harvest LLC2,248$358K0.1%2026-Q1
TD Waterhouse Canada Inc. trimmed1,940$310K0.1%2026-Q1
Baird Financial Group, Inc. trimmed1,824$291K0.1%2026-Q1
Cerity Partners LLC trimmed1,822$291K0.1%2026-Q1
CHOREO, LLC1,759$280K0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed1,708$272K0.1%2026-Q1
TKG Advisors, LLC trimmed1,703$272K0.1%2026-Q1
Equitable Holdings, Inc. trimmed1,545$250K0.1%2026-Q1
J.W. COLE ADVISORS, INC. trimmed1,547$247K0.1%2026-Q1
46 Peaks LLC1,520$242K0.1%2026-Q1
CWM, LLC1,461$233K0.1%2026-Q1
OneAscent Family Office, LLC1,397$223K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed1,344$214K0.1%2026-Q1
Cetera Investment Advisers new1,308$209K0.1%2026-Q1
BANK OF MONTREAL /CAN/1,065$170K0.1%2026-Q1
GLENMEDE TRUST CO NA trimmed1,000$159K0.0%2026-Q1
Capital Investment Advisory Services, LLC814$130K0.0%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC new804$128K0.0%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed633$101K0.0%2026-Q1
MAI Capital Management585$93K0.0%2026-Q1
FMR LLC trimmed265$42K0.0%2026-Q1
Pinnacle Wealth Planning Services, Inc.252$40K0.0%2026-Q1
Glass Jacobson Investment Advisors llc added172$27K0.0%2026-Q1
HANTZ FINANCIAL SERVICES, INC.141$22K0.0%2026-Q1
Farther Finance Advisors, LLC trimmed128$20K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed115$18K0.0%2026-Q1
CoreCap Advisors, LLC trimmed74$12K0.0%2026-Q1
US BANCORP \DE\65$10K0.0%2026-Q1
Rosenberg Matthew Hamilton63$10K0.0%2026-Q1
Physician Wealth Advisors, Inc. added56$9K0.0%2026-Q1
AE Wealth Management LLC51$8K0.0%2026-Q1
Rossby Financial, LCC new43$7K0.0%2026-Q1
Signature Resources Capital Management, LLC trimmed35$6K0.0%2026-Q1
Truvestments Capital LLC new18$3K0.0%2026-Q1
Allworth Financial LP16$3K0.0%2026-Q1
AdvisorNet Financial, Inc14$2K0.0%2026-Q1
JANE STREET GROUP, LLC added17,000$3M0.8%2025-Q4 stale
GTS SECURITIES LLC new12,610$2M0.6%2025-Q4 stale
PARK AVENUE SECURITIES LLC added4,616$746K0.2%2025-Q4 stale
CITADEL ADVISORS LLC trimmed4,137$602K0.2%2025-Q1 stale
Kestra Advisory Services, LLC new2,866$461K0.1%2025-Q3 stale
Sunbelt Securities, Inc. added2,781$413K0.1%2025-Q2 stale
Mariner, LLC new2,750$400K0.1%2025-Q1 stale
NewEdge Advisors, LLC added2,207$357K0.1%2025-Q4 stale
Freestone Capital Holdings, LLC trimmed1,721$250K0.1%2025-Q1 stale
Atlas Private Wealth Advisors added1,538$238K0.1%2025-Q2 stale
FIRST TRUST ADVISORS LP new1,442$223K0.1%2025-Q2 stale
Icon Wealth Advisors, LLC842$135K0.0%2025-Q3 stale
PRINCIPAL SECURITIES, INC. trimmed308$50K0.0%2025-Q3 stale
FIFTH THIRD BANCORP200$32K0.0%2025-Q4 stale
FLAGSHIP HARBOR ADVISORS, LLC added184$30K0.0%2025-Q4 stale
FSC Wealth Advisors, LLC117$17K0.0%2025-Q1 stale
CITIGROUP INC trimmed97$16K0.0%2025-Q4 stale
Briaud Financial Planning, Inc new92$14K0.0%2025-Q2 stale
Arax Advisory Partners new68$11K0.0%2025-Q4 stale
Geneos Wealth Management Inc. trimmed62$9K0.0%2025-Q1 stale
Global Retirement Partners, LLC48$8K0.0%2025-Q4 stale
Stonebridge Financial Group, LLC50$7K0.0%2025-Q1 stale
Synergy Investment Management, LLC new40$6K0.0%2025-Q1 stale
Versant Capital Management, Inc new16$3K0.0%2025-Q3 stale
Aptus Capital Advisors, LLC trimmed11$2K0.0%2025-Q2 stale
Russell Investments Group, Ltd.4$6460.0%2025-Q4 stale
Blue Trust, Inc. trimmed0$330.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership