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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. trimmed | 13,962,885 | $705M | 54.4% | 2026-Q1 |
| LPL Financial LLC added | 3,248,072 | $164M | 12.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,007,316 | $51M | 3.9% | 2026-Q1 |
| BOS Asset Management, LLC added | 953,584 | $48M | 3.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 742,813 | $37M | 2.9% | 2026-Q1 |
| IHT Wealth Management, LLC added | 679,751 | $34M | 2.6% | 2026-Q1 |
| Kensington Asset Management, LLC | 515,597 | $26M | 2.0% | 2026-Q1 |
| Private Advisor Group, LLC added | 310,368 | $16M | 1.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 278,824 | $14M | 1.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 252,961 | $13M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 235,501 | $12M | 0.9% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 179,927 | $9M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 176,854 | $9M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 169,971 | $9M | 0.7% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 167,620 | $8M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 165,302 | $8M | 0.6% | 2026-Q1 |
| Ausdal Financial Partners, Inc. added | 155,454 | $8M | 0.6% | 2026-Q1 |
| Mariner, LLC trimmed | 154,169 | $8M | 0.6% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 136,282 | $7M | 0.5% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 123,734 | $6M | 0.5% | 2026-Q1 |
| PMG Wealth Management, Inc. added | 93,710 | $5M | 0.4% | 2026-Q1 |
| Legacy Wealth Advisors, LLC added | 77,283 | $4M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 71,755 | $4M | 0.3% | 2026-Q1 |
| Cooper Financial Group new | 64,852 | $3M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 57,658 | $3M | 0.2% | 2026-Q1 |
| Atlas Private Wealth Advisors trimmed | 50,694 | $3M | 0.2% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 48,498 | $2M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 47,691 | $2M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 38,498 | $2M | 0.2% | 2026-Q1 |
| Horizon Wealth Management, LLC added | 28,258 | $1M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 28,200 | $1M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 27,056 | $1M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 26,164 | $1M | 0.1% | 2026-Q1 |
| Welch Financial Planning, LLC added | 26,075 | $1M | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 25,190 | $1M | 0.1% | 2026-Q1 |
| USAdvisors Wealth Management, LLC trimmed | 20,334 | $1M | 0.1% | 2026-Q1 |
| CDKV HOLDINGS LLC trimmed | 20,103 | $1M | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 19,700 | $994K | 0.1% | 2026-Q1 |
| MAI Capital Management trimmed | 19,650 | $992K | 0.1% | 2026-Q1 |
| Trilogy Capital Inc. trimmed | 18,389 | $928K | 0.1% | 2026-Q1 |
| TME FINANCIAL, INC. trimmed | 17,682 | $893K | 0.1% | 2026-Q1 |
| &PARTNERS new | 17,553 | $886K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 15,178 | $766K | 0.1% | 2026-Q1 |
| Davis Wealth Advisors, LLC | 14,976 | $756K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors new | 14,642 | $739K | 0.1% | 2026-Q1 |
| Quantum Private Wealth, LLC trimmed | 14,251 | $719K | 0.1% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 14,200 | $717K | 0.1% | 2026-Q1 |
| WPG Advisers, LLC trimmed | 13,902 | $702K | 0.1% | 2026-Q1 |
| COZAD ASSET MANAGEMENT INC trimmed | 13,871 | $700K | 0.1% | 2026-Q1 |
| ENCOMPASS WEALTH ADVISORS, LLC added | 13,627 | $688K | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 11,720 | $592K | 0.0% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 11,653 | $588K | 0.0% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 11,062 | $558K | 0.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 10,470 | $528K | 0.0% | 2026-Q1 |
| Laraway Financial Advisors Inc added | 10,293 | $520K | 0.0% | 2026-Q1 |
| Next Level Private LLC added | 10,122 | $511K | 0.0% | 2026-Q1 |
| Alteri Wealth LLC trimmed | 9,729 | $491K | 0.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 9,587 | $484K | 0.0% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 9,440 | $476K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 9,279 | $468K | 0.0% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. trimmed | 8,069 | $407K | 0.0% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 7,904 | $399K | 0.0% | 2026-Q1 |
| Claro Advisors Inc. trimmed | 7,504 | $379K | 0.0% | 2026-Q1 |
| MMA ASSET MANAGEMENT LLC added | 7,483 | $378K | 0.0% | 2026-Q1 |
| Ellsworth Advisors, LLC trimmed | 7,030 | $355K | 0.0% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 6,045 | $305K | 0.0% | 2026-Q1 |
| Merit Financial Group, LLC added | 5,517 | $278K | 0.0% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 5,450 | $275K | 0.0% | 2026-Q1 |
| RFG Advisory, LLC trimmed | 5,279 | $266K | 0.0% | 2026-Q1 |
| Sun Financial Inc added | 5,119 | $258K | 0.0% | 2026-Q1 |
| Centerpoint Advisory Group trimmed | 4,346 | $219K | 0.0% | 2026-Q1 |
| Cresset Asset Management, LLC trimmed | 4,343 | $219K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 3,655 | $184K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 2,812 | $142K | 0.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 191,791 | $10M | 0.7% | 2025-Q4 stale |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 95,504 | $5M | 0.4% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 94,688 | $5M | 0.4% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 88,974 | $5M | 0.3% | 2025-Q3 stale |
| Moran Wealth Management, LLC trimmed | 68,120 | $3M | 0.3% | 2025-Q3 stale |
| Global Retirement Partners, LLC new | 60,750 | $3M | 0.2% | 2025-Q4 stale |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 51,881 | $3M | 0.2% | 2025-Q2 stale |
| NewEdge Advisors, LLC trimmed | 38,608 | $2M | 0.2% | 2025-Q4 stale |
| Good Life Advisors, LLC added | 32,590 | $2M | 0.1% | 2025-Q2 stale |
| Lowe Wealth Advisors, LLC trimmed | 27,174 | $1M | 0.1% | 2025-Q3 stale |
| VestGen Advisors, LLC added | 20,602 | $1M | 0.1% | 2025-Q3 stale |
| Envestnet Portfolio Solutions, Inc. added | 16,028 | $812K | 0.1% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 12,476 | $632K | 0.0% | 2025-Q2 stale |
| Tortuga Wealth Management, Inc new | 11,893 | $600K | 0.0% | 2025-Q4 stale |
| GREENWOOD CAPITAL ASSOCIATES LLC new | 9,891 | $501K | 0.0% | 2025-Q3 stale |
| COMERICA BANK added | 9,026 | $456K | 0.0% | 2025-Q4 stale |
| Guerra Advisors Inc trimmed | 8,272 | $419K | 0.0% | 2025-Q3 stale |
| Hilltop Holdings Inc. trimmed | 8,182 | $414K | 0.0% | 2025-Q2 stale |
| Fermata Advisors, LLC trimmed | 6,395 | $324K | 0.0% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 6,172 | $312K | 0.0% | 2025-Q4 stale |
| Weaver Consulting Group trimmed | 5,259 | $266K | 0.0% | 2025-Q1 stale |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH trimmed | 5,122 | $260K | 0.0% | 2025-Q3 stale |
| Belpointe Asset Management LLC trimmed | 5,095 | $258K | 0.0% | 2025-Q2 stale |
| Accelerate Investment Advisors LLC trimmed | 4,772 | $242K | 0.0% | 2025-Q3 stale |
| MAGNOLIA CAPITAL ADVISORS LLC trimmed | 4,490 | $227K | 0.0% | 2025-Q1 stale |
| Lido Advisors, LLC | 4,000 | $203K | 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.