| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | TCW GROUP INC | 8,754,1878.8M | $441M | — | ADD 35% |
| 2 | Farther Finance Advisors, LLC | 81,70081,700 | $4M | — | NEW |
| 3 | SYON CAPITAL LLC | 29,45329,453 | $1M | — | ADD 4% |
| 4 | LPL Financial LLC | 29,39629,396 | $1M | — | ADD 53% |
| 5 | GREAT VALLEY ADVISOR GROUP, INC. | 29,32029,320 | $1M | — | NEW |
| 6 | NOTTINGHAM ADVISORS, INC. | 7,6807,680 | $386,963 | — | — |
| 7 | Community Bank, N.A. | 6,0006,000 | $302,280 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| TCW GROUP INC | 1.0M | 4.3M | 5.4M | 5.7M | 6.5M | 8.8M | $441M |
| Farther Finance Advisors, LLC | — | — | — | — | — | 82K | $4M |
| SYON CAPITAL LLC | — | — | — | 27K | 28K | 29K | $1M |
| LPL Financial LLC | — | — | — | — | 19K | 29K | $1M |
| GREAT VALLEY ADVISOR GROUP, INC. | — | — | — | — | — | 29K | $1M |
| NOTTINGHAM ADVISORS, INC. | — | 15K | 8K | 8K | 8K | 8K | $386,963 |
| Community Bank, N.A. | — | 15K | 6K | 6K | 6K | 6K | $302,280 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 7 | 8,937,736 | — | $450M |
| 2025-Q4 | 7 | 6,566,763 | — | $330M |
| 2025-Q3 | 6 | 5,727,561 | — | $289M |
| 2025-Q2 | 6 | 5,472,693 | — | $276M |
| 2025-Q1 | 3 | 4,367,796 | — | $220M |
| 2024-Q4 | 3 | 1,059,828 | — | $53M |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
