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Institutional Ownership · SEC Form 13F

Who owns YEAR (YEAR)


Which tracked institutional funds hold YEAR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See YEAR 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.

85
Institutional holders
24,772,249
Shares held (tracked funds)

How the tape is positioned

16 tracked funds added or opened YEAR while 19 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

YEAR’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in YEAR 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 85 tracked filers holding YEAR, 42 increased or opened the position and 46 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 YEAR 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 4

  • Cooper Financial Group$3M
  • &PARTNERS$886K
  • Arkadios Wealth Advisors$739K
  • Independent Advisor Alliance$592K

Full exits 5

  • GOLDMAN SACHS GROUP INC$10M
  • JANE STREET GROUP, LLC$5M
  • Global Retirement Partners, LLC$3M
  • NewEdge Advisors, LLC$2M
  • Tortuga Wealth Management, Inc$600K

Largest adds

  • IHT Wealth Management, LLC$13M
  • BANK OF AMERICA CORP /DE/$9M
  • LPL Financial LLC$6M
  • HighPoint Advisor Group LLC$5M
  • BOS Asset Management, LLC$3M
  • RAYMOND JAMES FINANCIAL INC$3M

Largest trims

  • FLOW TRADERS U.S. LLC$42M
  • ALLIANCEBERNSTEIN L.P.$6M
  • Mariner, LLC$6M
  • Kestra Advisory Services, LLC$2M
  • OSAIC HOLDINGS, INC.$1M
  • Kingsview Wealth Management, LLC$879K

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
ALLIANCEBERNSTEIN L.P. trimmed13,962,885$705M54.4%2026-Q1
LPL Financial LLC added3,248,072$164M12.7%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,007,316$51M3.9%2026-Q1
BOS Asset Management, LLC added953,584$48M3.7%2026-Q1
WELLS FARGO & COMPANY/MN trimmed742,813$37M2.9%2026-Q1
IHT Wealth Management, LLC added679,751$34M2.6%2026-Q1
Kensington Asset Management, LLC515,597$26M2.0%2026-Q1
Private Advisor Group, LLC added310,368$16M1.2%2026-Q1
D.A. DAVIDSON & CO. added278,824$14M1.1%2026-Q1
TRUIST FINANCIAL CORP added252,961$13M1.0%2026-Q1
BANK OF AMERICA CORP /DE/ added235,501$12M0.9%2026-Q1
STIFEL FINANCIAL CORP added179,927$9M0.7%2026-Q1
OSAIC HOLDINGS, INC. trimmed176,854$9M0.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed169,971$9M0.7%2026-Q1
Kingsview Wealth Management, LLC trimmed167,620$8M0.7%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed165,302$8M0.6%2026-Q1
Ausdal Financial Partners, Inc. added155,454$8M0.6%2026-Q1
Mariner, LLC trimmed154,169$8M0.6%2026-Q1
HighPoint Advisor Group LLC added136,282$7M0.5%2026-Q1
WEDBUSH SECURITIES INC added123,734$6M0.5%2026-Q1
PMG Wealth Management, Inc. added93,710$5M0.4%2026-Q1
Legacy Wealth Advisors, LLC added77,283$4M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed71,755$4M0.3%2026-Q1
Cooper Financial Group new64,852$3M0.3%2026-Q1
Kestra Advisory Services, LLC trimmed57,658$3M0.2%2026-Q1
Atlas Private Wealth Advisors trimmed50,694$3M0.2%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC added48,498$2M0.2%2026-Q1
Sanctuary Advisors, LLC added47,691$2M0.2%2026-Q1
Cetera Investment Advisers trimmed38,498$2M0.2%2026-Q1
Horizon Wealth Management, LLC added28,258$1M0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed28,200$1M0.1%2026-Q1
Concurrent Investment Advisors, LLC trimmed27,056$1M0.1%2026-Q1
Equitable Holdings, Inc. added26,164$1M0.1%2026-Q1
Welch Financial Planning, LLC added26,075$1M0.1%2026-Q1
Wealthcare Advisory Partners LLC trimmed25,190$1M0.1%2026-Q1
USAdvisors Wealth Management, LLC trimmed20,334$1M0.1%2026-Q1
CDKV HOLDINGS LLC trimmed20,103$1M0.1%2026-Q1
MGO ONE SEVEN LLC added19,700$994K0.1%2026-Q1
MAI Capital Management trimmed19,650$992K0.1%2026-Q1
Trilogy Capital Inc. trimmed18,389$928K0.1%2026-Q1
TME FINANCIAL, INC. trimmed17,682$893K0.1%2026-Q1
&PARTNERS new17,553$886K0.1%2026-Q1
Steward Partners Investment Advisory, LLC trimmed15,178$766K0.1%2026-Q1
Davis Wealth Advisors, LLC14,976$756K0.1%2026-Q1
Arkadios Wealth Advisors new14,642$739K0.1%2026-Q1
Quantum Private Wealth, LLC trimmed14,251$719K0.1%2026-Q1
PRIVATE TRUST CO NA trimmed14,200$717K0.1%2026-Q1
WPG Advisers, LLC trimmed13,902$702K0.1%2026-Q1
COZAD ASSET MANAGEMENT INC trimmed13,871$700K0.1%2026-Q1
ENCOMPASS WEALTH ADVISORS, LLC added13,627$688K0.1%2026-Q1
Independent Advisor Alliance trimmed11,720$592K0.0%2026-Q1
INDEPENDENT FINANCIAL GROUP, LLC added11,653$588K0.0%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. trimmed11,062$558K0.0%2026-Q1
FLOW TRADERS U.S. LLC trimmed10,470$528K0.0%2026-Q1
Laraway Financial Advisors Inc added10,293$520K0.0%2026-Q1
Next Level Private LLC added10,122$511K0.0%2026-Q1
Alteri Wealth LLC trimmed9,729$491K0.0%2026-Q1
MML INVESTORS SERVICES, LLC trimmed9,587$484K0.0%2026-Q1
Integrated Wealth Concepts LLC added9,440$476K0.0%2026-Q1
FIFTH THIRD BANCORP new9,279$468K0.0%2026-Q1
LEAVELL INVESTMENT MANAGEMENT, INC. trimmed8,069$407K0.0%2026-Q1
Cornerstone Wealth Management, LLC added7,904$399K0.0%2026-Q1
Claro Advisors Inc. trimmed7,504$379K0.0%2026-Q1
MMA ASSET MANAGEMENT LLC added7,483$378K0.0%2026-Q1
Ellsworth Advisors, LLC trimmed7,030$355K0.0%2026-Q1
OPPENHEIMER & CO INC trimmed6,045$305K0.0%2026-Q1
Merit Financial Group, LLC added5,517$278K0.0%2026-Q1
ROTHSCHILD INVESTMENT LLC added5,450$275K0.0%2026-Q1
RFG Advisory, LLC trimmed5,279$266K0.0%2026-Q1
Sun Financial Inc added5,119$258K0.0%2026-Q1
Centerpoint Advisory Group trimmed4,346$219K0.0%2026-Q1
Cresset Asset Management, LLC trimmed4,343$219K0.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP new3,655$184K0.0%2026-Q1
Rockefeller Capital Management L.P. trimmed2,812$142K0.0%2026-Q1
GOLDMAN SACHS GROUP INC added191,791$10M0.7%2025-Q4 stale
OPPENHEIMER ASSET MANAGEMENT INC. trimmed95,504$5M0.4%2025-Q1 stale
JANE STREET GROUP, LLC added94,688$5M0.4%2025-Q4 stale
CITADEL ADVISORS LLC added88,974$5M0.3%2025-Q3 stale
Moran Wealth Management, LLC trimmed68,120$3M0.3%2025-Q3 stale
Global Retirement Partners, LLC new60,750$3M0.2%2025-Q4 stale
NATIONS FINANCIAL GROUP INC, /IA/ /ADV added51,881$3M0.2%2025-Q2 stale
NewEdge Advisors, LLC trimmed38,608$2M0.2%2025-Q4 stale
Good Life Advisors, LLC added32,590$2M0.1%2025-Q2 stale
Lowe Wealth Advisors, LLC trimmed27,174$1M0.1%2025-Q3 stale
VestGen Advisors, LLC added20,602$1M0.1%2025-Q3 stale
Envestnet Portfolio Solutions, Inc. added16,028$812K0.1%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. added12,476$632K0.0%2025-Q2 stale
Tortuga Wealth Management, Inc new11,893$600K0.0%2025-Q4 stale
GREENWOOD CAPITAL ASSOCIATES LLC new9,891$501K0.0%2025-Q3 stale
COMERICA BANK added9,026$456K0.0%2025-Q4 stale
Guerra Advisors Inc trimmed8,272$419K0.0%2025-Q3 stale
Hilltop Holdings Inc. trimmed8,182$414K0.0%2025-Q2 stale
Fermata Advisors, LLC trimmed6,395$324K0.0%2025-Q1 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed6,172$312K0.0%2025-Q4 stale
Weaver Consulting Group trimmed5,259$266K0.0%2025-Q1 stale
FARMERS & MERCHANTS TRUST Co OF LONG BEACH trimmed5,122$260K0.0%2025-Q3 stale
Belpointe Asset Management LLC trimmed5,095$258K0.0%2025-Q2 stale
Accelerate Investment Advisors LLC trimmed4,772$242K0.0%2025-Q3 stale
MAGNOLIA CAPITAL ADVISORS LLC trimmed4,490$227K0.0%2025-Q1 stale
Lido Advisors, LLC4,000$203K0.0%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