Reading stored signals…
Insider activity
AVDE is an exchange-traded fund. Funds have no corporate insiders, earnings calls or executives. Its holdings, institutional holders, distributions and price still apply.
End-of-day close from stored market data, not a live quote.
Reported short positions, stored float percentages and adjusted prices over the same period.
Shares short
Adjusted close · USD
Settlement Oct 30, 2026
1,219,094 shares short
+763,356 shares (+167.5%) vs Oct 15, 2026
Published Nov 10, 2026.
Settlement Oct 15, 2026
455,738 shares short
-1,592,126 shares (-77.7%) vs Sep 30, 2026
Published Oct 26, 2026.
Settlement Sep 30, 2026
2,047,864 shares short
+1,276,897 shares (+165.6%) vs Sep 15, 2026
Published Oct 9, 2026.
Settlement Sep 15, 2026
770,967 shares short
+16,183 shares (+2.1%) vs Aug 31, 2026
Published Sep 24, 2026.
Settlement Aug 31, 2026
754,784 shares short
+387,443 shares (+105.5%) vs Aug 14, 2026
Published Sep 10, 2026.
Settlement Aug 14, 2026
367,341 shares short
-537,052 shares (-59.4%) vs Jul 31, 2026
Published Aug 25, 2026.
Settlement Jul 31, 2026
904,393 shares short
-11,221 shares (-1.2%) vs Jul 15, 2026
Published Aug 11, 2026.
Settlement Jul 15, 2026
915,614 shares short
-21,387 shares (-2.3%) vs Jun 30, 2026
Published Jul 24, 2026.
Settlement Jun 30, 2026
937,001 shares short
+455,704 shares (+94.7%) vs Jun 15, 2026
Published Jul 10, 2026.
Settlement Jun 15, 2026
481,297 shares short
-395,347 shares (-45.1%) vs May 29, 2026
Published Jun 25, 2026.
Settlement May 29, 2026
876,644 shares short
-141,405 shares (-13.9%) vs May 15, 2026
Published Jun 9, 2026.
Settlement May 15, 2026
1,018,049 shares short
-231,378 shares (-18.5%) vs Apr 30, 2026
Published May 27, 2026.
Settlement Apr 30, 2026
1,249,427 shares short
+429,004 shares (+52.3%) vs Apr 15, 2026
Published May 11, 2026.
Settlement Apr 15, 2026
820,423 shares short
+444,053 shares (+118%) vs Mar 31, 2026
Published Apr 24, 2026.
Settlement Mar 31, 2026
376,370 shares short
-245,956 shares (-39.5%) vs Mar 13, 2026
Published Apr 10, 2026.
Settlement Mar 13, 2026
622,326 shares short
+399,373 shares (+179.1%) vs Feb 27, 2026
Published Mar 24, 2026.
Settlement Feb 27, 2026
222,953 shares short
-808,664 shares (-78.4%) vs Feb 13, 2026
Published Mar 10, 2026.
Settlement Feb 13, 2026
1,031,617 shares short
-45,212 shares (-4.2%) vs Jan 30, 2026
Published Feb 25, 2026.
Settlement Jan 30, 2026
1,076,829 shares short
+652,842 shares (+154%) vs Jan 15, 2026
Published Feb 10, 2026.
Settlement Jan 15, 2026
423,987 shares short
-1,264,352 shares (-74.9%) vs Dec 31, 2025
Published Jan 27, 2026.
Settlement Dec 31, 2025
1,688,339 shares short
+327,685 shares (+24.1%) vs Dec 15, 2025
Published Jan 12, 2026.
Settlement Dec 15, 2025
1,360,654 shares short
+936,045 shares (+220.4%) vs Nov 28, 2025
Published Dec 24, 2025.
Settlement Nov 28, 2025
424,609 shares short
-500,367 shares (-54.1%) vs Nov 14, 2025
Published Dec 9, 2025.
Settlement Nov 14, 2025
924,976 shares short
+277,784 shares (+42.9%) vs Oct 31, 2025
Published Nov 25, 2025.
Settlement Oct 31, 2025
647,192 shares short
-215,347 shares (-25%) vs Oct 15, 2025
Published Nov 11, 2025.
Settlement Oct 15, 2025
862,539 shares short
+316,511 shares (+58%) vs Sep 30, 2025
Published Oct 24, 2025.
Settlement Sep 30, 2025
546,028 shares short
-191,034 shares (-25.9%) vs Sep 15, 2025
Published Oct 9, 2025.
Settlement Sep 15, 2025
737,062 shares short
+8,703 shares (+1.2%) vs Aug 29, 2025
Published Sep 24, 2025.
Settlement Aug 29, 2025
728,359 shares short
+335,897 shares (+85.6%) vs Aug 15, 2025
Published Sep 10, 2025.
Settlement Aug 15, 2025
392,462 shares short
-685,384 shares (-63.6%) vs Jul 31, 2025
Published Aug 26, 2025.
Settlement Jul 31, 2025
1,077,846 shares short
+419,110 shares (+63.6%) vs Jul 15, 2025
Published Aug 11, 2025.
Settlement Jul 15, 2025
658,736 shares short
+459,114 shares (+230%) vs Jun 30, 2025
Published Jul 24, 2025.
Settlement Jun 30, 2025
199,622 shares short
-305,316 shares (-60.5%) vs Jun 13, 2025
Published Jul 10, 2025.
Settlement Jun 13, 2025
504,938 shares short
+295,121 shares (+140.7%) vs May 30, 2025
Published Jun 25, 2025.
Settlement May 30, 2025
209,817 shares short
-423,323 shares (-66.9%) vs May 15, 2025
Published Jun 10, 2025.
Settlement May 15, 2025
633,140 shares short
-145,740 shares (-18.7%) vs Apr 30, 2025
Published May 27, 2025.
Settlement Apr 30, 2025
778,880 shares short
+443,039 shares (+131.9%) vs Apr 15, 2025
Published May 9, 2025.
Settlement Apr 15, 2025
335,841 shares short
+26,103 shares (+8.4%) vs Mar 31, 2025
Published Apr 25, 2025.
Settlement Mar 31, 2025
309,738 shares short
+239,323 shares (+339.9%) vs Mar 14, 2025
Published Apr 9, 2025.
Settlement Mar 14, 2025
70,415 shares short
-287,636 shares (-80.3%) vs Feb 28, 2025
Published Mar 25, 2025.
Settlement Feb 28, 2025
358,051 shares short
+75,012 shares (+26.5%) vs Feb 14, 2025
Published Mar 11, 2025.
Settlement Feb 14, 2025
283,039 shares short
+90,343 shares (+46.9%) vs Jan 31, 2025
Published Feb 26, 2025.
Settlement Jan 31, 2025
192,696 shares short
+92,930 shares (+93.1%) vs Jan 15, 2025
Published Feb 11, 2025.
Settlement Jan 15, 2025
99,766 shares short
-414,770 shares (-80.6%) vs Dec 31, 2024
Published Jan 27, 2025.
Settlement Dec 31, 2024
514,536 shares short
-429,528 shares (-45.5%) vs Dec 13, 2024
Published Jan 10, 2025.
Settlement Dec 13, 2024
944,064 shares short
+524,487 shares (+125%) vs Nov 29, 2024
Published Dec 24, 2024.
Settlement Nov 29, 2024
419,577 shares short
-420,652 shares (-50.1%) vs Nov 15, 2024
Published Dec 10, 2024.
Settlement Nov 15, 2024
840,229 shares short
+543,657 shares (+183.3%) vs Oct 31, 2024
Published Nov 26, 2024.
Settlement Oct 31, 2024
296,572 shares short
-239,304 shares (-44.7%) vs Oct 15, 2024
Published Nov 11, 2024.
Settlement Oct 15, 2024
535,876 shares short
+235,856 shares (+78.6%) vs Sep 30, 2024
Published Oct 24, 2024.
Settlement Sep 30, 2024
300,020 shares short
-19,926 shares (-6.2%) vs Sep 13, 2024
Published Oct 9, 2024.
Settlement Sep 13, 2024
319,946 shares short
+131,743 shares (+70%) vs Aug 30, 2024
Published Sep 24, 2024.
Settlement Aug 30, 2024
188,203 shares short
-83,484 shares (-30.7%) vs Aug 15, 2024
Published Sep 11, 2024.
Settlement Aug 15, 2024
271,687 shares short
-28,791 shares (-9.6%) vs Jul 31, 2024
Published Aug 26, 2024.
Settlement Jul 31, 2024
300,478 shares short
+158,522 shares (+111.7%) vs Jul 15, 2024
Published Aug 9, 2024.
Settlement Jul 15, 2024
141,956 shares short
-44,192 shares (-23.7%) vs Jun 28, 2024
Published Jul 24, 2024.
Settlement Jun 28, 2024
186,148 shares short
-133,578 shares (-41.8%) vs Jun 14, 2024
Published Jul 10, 2024.
Settlement Jun 14, 2024
319,726 shares short
+253,212 shares (+380.7%) vs May 31, 2024
Published Jun 26, 2024.
Settlement May 31, 2024
66,514 shares short
-4,603 shares (-6.5%) vs May 15, 2024
Published Jun 11, 2024.
Settlement May 15, 2024
71,117 shares short
-125,052 shares (-63.7%) vs Apr 30, 2024
Published May 24, 2024.
Settlement Apr 30, 2024
196,169 shares short
-162,614 shares (-45.3%) vs Apr 15, 2024
Published May 9, 2024.
Settlement Apr 15, 2024
358,783 shares short
+60,112 shares (+20.1%) vs Mar 28, 2024
Published Apr 24, 2024.
Settlement Mar 28, 2024
298,671 shares short
-168,728 shares (-36.1%) vs Mar 15, 2024
Published Apr 9, 2024.
Settlement Mar 15, 2024
467,399 shares short
+290,280 shares (+163.9%) vs Feb 29, 2024
Published Mar 26, 2024.
Settlement Feb 29, 2024
177,119 shares short
+71,934 shares (+68.4%) vs Feb 15, 2024
Published Mar 11, 2024.
Settlement Feb 15, 2024
105,185 shares short
-336,599 shares (-76.2%) vs Jan 31, 2024
Published Feb 27, 2024.
Settlement Jan 31, 2024
441,784 shares short
+76,214 shares (+20.8%) vs Jan 12, 2024
Published Feb 9, 2024.
Settlement Jan 12, 2024
365,570 shares short
+21,118 shares (+6.1%) vs Dec 29, 2023
Published Jan 24, 2024.
Settlement Dec 29, 2023
344,452 shares short
-621,391 shares (-64.3%) vs Dec 15, 2023
Published Jan 10, 2024.
Settlement Dec 15, 2023
965,843 shares short
+708,175 shares (+274.8%) vs Nov 30, 2023
Published Dec 26, 2023.
Settlement Nov 30, 2023
257,668 shares short
+85,413 shares (+49.6%) vs Nov 15, 2023
Published Dec 11, 2023.
Settlement Nov 15, 2023
172,255 shares short
-412,786 shares (-70.6%) vs Oct 31, 2023
Published Nov 24, 2023.
Settlement Oct 31, 2023
585,041 shares short
+322,706 shares (+123%) vs Oct 13, 2023
Published Nov 9, 2023.
Settlement Oct 13, 2023
262,335 shares short
-185,624 shares (-41.4%) vs Sep 29, 2023
Published Oct 24, 2023.
Settlement Sep 29, 2023
447,959 shares short
-206,333 shares (-31.5%) vs Sep 15, 2023
Published Oct 10, 2023.
Settlement Sep 15, 2023
654,292 shares short
+471,228 shares (+257.4%) vs Aug 31, 2023
Published Sep 26, 2023.
Settlement Aug 31, 2023
183,064 shares short
-252,653 shares (-58%) vs Aug 15, 2023
Published Sep 11, 2023.
Settlement Aug 15, 2023
435,717 shares short
-258,919 shares (-37.3%) vs Jul 31, 2023
Published Aug 24, 2023.
Settlement Jul 31, 2023
694,636 shares short
-241,366 shares (-25.8%) vs Jul 14, 2023
Published Aug 9, 2023.
Settlement Jul 14, 2023
936,002 shares short
+369,848 shares (+65.3%) vs Jun 30, 2023
Published Jul 25, 2023.
Settlement Jun 30, 2023
566,154 shares short
-71,287 shares (-11.2%) vs Jun 15, 2023
Published Jul 11, 2023.
Settlement Jun 15, 2023
637,441 shares short
-208,980 shares (-24.7%) vs May 31, 2023
Published Jun 26, 2023.
Settlement May 31, 2023
846,421 shares short
+376,405 shares (+80.1%) vs May 15, 2023
Published Jun 9, 2023.
Settlement May 15, 2023
470,016 shares short
-319,881 shares (-40.5%) vs Apr 28, 2023
Published May 24, 2023.
Settlement Apr 28, 2023
789,897 shares short
+204,523 shares (+34.9%) vs Apr 14, 2023
Published May 9, 2023.
Settlement Apr 14, 2023
585,374 shares short
-272,711 shares (-31.8%) vs Mar 31, 2023
Published Apr 25, 2023.
Settlement Mar 31, 2023
858,085 shares short
+278,108 shares (+48%) vs Mar 15, 2023
Published Apr 11, 2023.
Settlement Mar 15, 2023
579,977 shares short
-312,366 shares (-35%) vs Feb 28, 2023
Published Mar 24, 2023.
Settlement Feb 28, 2023
892,343 shares short
+454,987 shares (+104%) vs Feb 15, 2023
Published Mar 9, 2023.
Settlement Feb 15, 2023
437,356 shares short
-96,241 shares (-18%) vs Jan 31, 2023
Published Feb 24, 2023.
Settlement Jan 31, 2023
533,597 shares short
-791,095 shares (-59.7%) vs Jan 13, 2023
Published Feb 9, 2023.
Settlement Jan 13, 2023
1,324,692 shares short
+517,309 shares (+64.1%) vs Dec 30, 2022
Published Jan 24, 2023.
Settlement Dec 30, 2022
807,383 shares short
+498,132 shares (+161.1%) vs Dec 15, 2022
Published Jan 10, 2023.
Settlement Dec 15, 2022
309,251 shares short
-317,826 shares (-50.7%) vs Nov 30, 2022
Published Dec 26, 2022.
Settlement Nov 30, 2022
627,077 shares short
+466,077 shares (+289.5%) vs Nov 15, 2022
Published Dec 9, 2022.
Settlement Nov 15, 2022
161,000 shares short
-167,189 shares (-50.9%) vs Oct 31, 2022
Published Nov 24, 2022.
Settlement Oct 31, 2022
328,189 shares short
-37,391 shares (-10.2%) vs Oct 14, 2022
Published Nov 9, 2022.
Settlement Oct 14, 2022
365,580 shares short
+51,602 shares (+16.4%) vs Sep 30, 2022
Published Oct 25, 2022.
Settlement Sep 30, 2022
313,978 shares short
+173,668 shares (+123.8%) vs Sep 15, 2022
Published Oct 11, 2022.
Settlement Sep 15, 2022
140,310 shares short
-137,406 shares (-49.5%) vs Aug 31, 2022
Published Sep 26, 2022.
Settlement Aug 31, 2022
277,716 shares short
+161,150 shares (+138.2%) vs Aug 15, 2022
Published Sep 9, 2022.
Settlement Aug 15, 2022
116,566 shares short
-118,548 shares (-50.4%) vs Jul 29, 2022
Published Aug 24, 2022.
Settlement Jul 29, 2022
235,114 shares short
-141,597 shares (-37.6%) vs Jul 15, 2022
Published Aug 9, 2022.
Settlement Jul 15, 2022
376,711 shares short
-266,424 shares (-41.4%) vs Jun 30, 2022
Published Jul 26, 2022.
Settlement Jun 30, 2022
643,135 shares short
+576,137 shares (+859.9%) vs Jun 15, 2022
Published Jul 11, 2022.
Settlement Jun 15, 2022
66,998 shares short
-91,081 shares (-57.6%) vs May 31, 2022
Published Jun 24, 2022.
Settlement May 31, 2022
158,079 shares short
-195,471 shares (-55.3%) vs May 13, 2022
Published Jun 9, 2022.
Settlement May 13, 2022
353,550 shares short
+151,279 shares (+74.8%) vs Apr 29, 2022
Published May 24, 2022.
Settlement Apr 29, 2022
202,271 shares short
+87,238 shares (+75.8%) vs Mar 31, 2022
Published May 10, 2022.
Settlement Mar 31, 2022
115,033 shares short
+99,077 shares (+620.9%) vs Mar 15, 2022
Published Apr 11, 2022.
Settlement Mar 15, 2022
15,956 shares short
-54,526 shares (-77.4%) vs Feb 28, 2022
Published Mar 24, 2022.
Settlement Feb 28, 2022
70,482 shares short
+61,149 shares (+655.2%) vs Feb 15, 2022
Published Mar 9, 2022.
Settlement Feb 15, 2022
9,333 shares short
-49,415 shares (-84.1%) vs Jan 31, 2022
Published Feb 24, 2022.
Settlement Jan 31, 2022
58,748 shares short
+46,724 shares (+388.6%) vs Jan 14, 2022
Published Feb 9, 2022.
Settlement Jan 14, 2022
12,024 shares short
-34,674 shares (-74.3%) vs Dec 31, 2021
Published Jan 25, 2022.
Settlement Dec 31, 2021
46,698 shares short
-81,289 shares (-63.5%) vs Dec 15, 2021
Published Jan 11, 2022.
Settlement Dec 15, 2021
127,987 shares short
-175,970 shares (-57.9%) vs Nov 30, 2021
Published Dec 24, 2021.
Settlement Nov 30, 2021
303,957 shares short
+88,841 shares (+41.3%) vs Nov 15, 2021
Published Dec 9, 2021.
Settlement Nov 15, 2021
215,116 shares short
+90,439 shares (+72.5%) vs Oct 29, 2021
Published Nov 24, 2021.
Settlement Oct 29, 2021
124,677 shares short
+88,261 shares (+242.4%) vs Oct 15, 2021
Published Nov 9, 2021.
Settlement Oct 15, 2021
36,416 shares short
+16,251 shares (+80.6%) vs Sep 30, 2021
Published Oct 26, 2021.
Settlement Sep 30, 2021
20,165 shares short
-4,704 shares (-18.9%) vs Sep 15, 2021
Published Oct 11, 2021.
Settlement Sep 15, 2021
24,869 shares short
+11,805 shares (+90.4%) vs Aug 31, 2021
Published Sep 24, 2021.
Settlement Aug 31, 2021
13,064 shares short
-21,041 shares (-61.7%) vs Aug 13, 2021
Published Sep 9, 2021.
Settlement Aug 13, 2021
34,105 shares short
+16,884 shares (+98%) vs Jul 30, 2021
Published Aug 24, 2021.
Settlement Jul 30, 2021
17,221 shares short
+3,025 shares (+21.3%) vs Jul 15, 2021
Published Aug 10, 2021.
Settlement Jul 15, 2021
14,196 shares short
-1,987 shares (-12.3%) vs Jun 30, 2021
Published Jul 26, 2021.
Settlement Jun 30, 2021
16,183 shares short
+1,077 shares (+7.1%) vs Jun 15, 2021
Published Jul 9, 2021.
Settlement Jun 15, 2021
15,106 shares short
-3,035 shares (-16.7%) vs May 14, 2021
Published Jun 24, 2021.
Settlement May 14, 2021
18,141 shares short
-15,002 shares (-45.3%) vs Apr 30, 2021
Published May 25, 2021.
Settlement Apr 30, 2021
33,143 shares short
-42,077 shares (-55.9%) vs Apr 15, 2021
Published May 11, 2021.
Settlement Apr 15, 2021
75,220 shares short
+15,160 shares (+25.2%) vs Mar 31, 2021
Published Apr 26, 2021.
Settlement Mar 31, 2021
60,060 shares short
+44,832 shares (+294.4%) vs Mar 15, 2021
Published Apr 9, 2021.
Settlement Mar 15, 2021
15,228 shares short
-33,459 shares (-68.7%) vs Feb 26, 2021
Published Mar 24, 2021.
Settlement Feb 26, 2021
48,687 shares short
+21,590 shares (+79.7%) vs Jan 29, 2021
Published Mar 9, 2021.
Settlement Jan 29, 2021
27,097 shares short
-2,979 shares (-9.9%) vs Jan 15, 2021
Published Feb 9, 2021.
Settlement Jan 15, 2021
30,076 shares short
Published Jan 26, 2021.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records. Adjusted prices exclude a reused ticker’s earlier issuer. FINRA data and reporting dates · How to read short interest
Through Nov 14, 2026
Recorded amounts and dates, not confirmation of cash received.
| Ex-date | Event | Recorded detail |
|---|---|---|
| Sep 8, 2026 | Cash dividend | USD 0.3251 per shareRecorded pay date: Sep 10, 2026 (past date) |
| Jun 9, 2026 | Cash dividend | USD 1.1657 per shareRecorded pay date: Jun 11, 2026 (past date) |
| Mar 10, 2026 | Cash dividend | USD 0.0972 per shareRecorded pay date: Mar 12, 2026 (past date) |
| Dec 16, 2025 | Cash dividend | USD 0.9433 per shareRecorded pay date: Dec 18, 2025 (past date) |
| Jun 24, 2025 | Cash dividend | USD 1.2479 per shareRecorded pay date: Jun 26, 2025 (past date) |
| Dec 17, 2024 | Cash dividend | USD 0.8501 per shareRecorded pay date: Dec 19, 2024 (past date) |
| Jun 24, 2024 | Cash dividend | USD 1.1718 per shareRecorded pay date: Jun 26, 2024 (past date) |
| Dec 18, 2023 | Cash dividend | USD 0.7718 per shareRecorded pay date: Dec 21, 2023 (past date) |
| Jun 20, 2023 | Cash dividend | USD 1.0477 per shareRecorded pay date: Jun 23, 2023 (past date) |
| Dec 15, 2022 | Cash dividend | USD 0.5306 per shareRecorded pay date: Dec 20, 2022 (past date) |
| Jun 21, 2022 | Cash dividend | USD 0.9549 per shareRecorded pay date: Jun 24, 2022 (past date) |
| Dec 16, 2021 | Cash dividend | USD 0.8593 per shareRecorded pay date: Dec 21, 2021 (past date) |
| Jun 22, 2021 | Cash dividend | USD 0.699 per shareRecorded pay date: Jun 25, 2021 (past date) |
| Dec 17, 2020 | Cash dividend | USD 0.5418 per shareRecorded pay date: Dec 23, 2020 (past date) |
| Jun 23, 2020 | Cash dividend | USD 0.3905 per shareRecorded pay date: Jun 29, 2020 (past date) |
| Dec 27, 2019 | Cash dividend | USD 0.1575 per shareRecorded pay date: Dec 30, 2019 (past date) |
Cash bars retain the event's recorded currency and share basis. The yield line divides recorded cash in the preceding 365 days, adjusted for intervening splits, by a verified raw close in the same currency. Special dividends are included. Future ex-dates are excluded from yield. A split changes share count, not investment value. For long shares, past entitlement depends on when you held them; short shares can create a dividend payment obligation.
Source: recorded cash-dividend and split events.
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Sign in56 smart-money holders: institutions with a high Holder IQ
Smart-money 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoveryAn exchange-traded fund has no corporate insiders filing Forms 3/4/5.
Red flags: 0
3,242 holdings. Largest 15 by weight, from the latest stored fund holdings.
| Holding | Weight |
|---|---|
| ASMLASML Holding N.V. New York Registry Shares | 1.24% |
| ROPRoper Technologies Inc | 1.06% |
| L3H | 0.93% |
| SUSuncor Energy Inc | 0.72% |
| HSBCHSBC Holdings PLC ADR | 0.69% |
| BBVABanco Bilbao Viscaya Argentaria SA ADR | 0.68% |
| NESN | 0.68% |
| ALVAutoliv Inc | 0.61% |
| UBSG | 0.61% |
| BHPBHP Group Limited | 0.54% |
| TMToyota Motor Corporation ADR | 0.5% |
| BPBP PLC ADR | 0.5% |
| ZURN | 0.49% |
| NVSNovartis AG ADR | 0.48% |
| SAF | 0.46% |
736 filers reported a long position in AVDE for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
32.7%
of the 164.2M shares 13-F filers reported
Moves vs Q1 2026
10 added0 trimmed
Net shares held
+27.8%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | $787.7M · 8.8M shares | 8.8M | +17.7% |
| 2 | American Century Companies Inc | $547.6M · 6.1M shares | 6.1M | +22.1% |
| 3 | LPL Financial LLC | $502.6M · 5.6M shares | 5.6M | +31.9% |
| 4 | Wealth Enhancement Advisory Services, LLC | $479.3M · 5.4M shares | 5.4M | +14.7% |
| 5 | Envestnet Asset Management Inc | $468.2M · 5.2M shares | 5.2M | +6.8% |
| 6 | Mission Wealth Management, LP | $459.3M · 5.1M shares | 5.1M | +51.1% |
| 7 | Bank of America Corp | $392.3M · 4.4M shares | 4.4M | +9.9% |
| 8 | Morgan Stanley | $391.4M · 4.4M shares | 4.4M | +13.9% |
| 9 | Bank of New York Mellon Corp | $388.6M · 4.4M shares | 4.4M | +440.7% |
| 10 | Northwestern Mutual Wealth Management Co | $370M · 4.1M shares | 4.1M | +17.2% |
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1Y price return +11.4%
Prices adjusted for splits; dividends excluded.
Nov 13, 2025–Nov 13, 2026. Returns are rebased to the first displayed observation. Prices use the latest stored close's share basis, linked backward through stored price returns. Marks use their recorded calendar dates, including non-trading days; their lanes do not imply a price or that an event caused a move.
Insiders: green purchases, red sales. Other lanes: 13F reporting period ends, stored earnings-calendar dates and flagged filings. Select a mark or open the dated list for its evidence.