| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 185,843185,843 | $3M | — | TRIM -7% |
| 2 | Atlas Wealth LLC | 144,461144,461 | $2M | — | — |
| 3 | Prospera Financial Services Inc | 55,80555,805 | $950,587 | — | — |
| 4 | LPL Financial LLC | 45,74545,745 | $779,232 | — | TRIM -3% |
| 5 | RAYMOND JAMES FINANCIAL INC | 45,21945,219 | $770,268 | — | TRIM -4% |
| 6 | 1776 Wealth LLC | 33,77333,773 | $575,299 | — | — |
| 7 | OSAIC HOLDINGS, INC. | 32,89532,895 | $560,232 | — | TRIM -5% |
| 8 | Virtu Financial LLC | 32,29132,291 | $550,000 | — | ADD 21% |
| 9 | JANE STREET GROUP, LLC | 28,49628,496 | $485,409 | — | ADD 45% |
| 10 | Diversified Trust Co | 26,50026,500 | $451,408 | — | — |
| 11 | Centric Wealth Management | 17,72217,722 | $313,307 | — | TRIM -44% |
| 12 | STIFEL FINANCIAL CORP | 13,00113,001 | $221,460 | — | — |
| 13 | ROYAL BANK OF CANADA | 8,8958,895 | $152,000 | — | TRIM -33% |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6,3496,349 | $108,642 | — | — |
| 15 | UBS Group AG | 5,3745,374 | $91,540 | — | TRIM -6% |
| 16 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2,9452,945 | $50,166 | — | — |
| 17 | Intentional Wealth Strategies, LLC | 2,9452,945 | $50,166 | — | NEW |
| 18 | AE Wealth Management LLC | 2,5002,500 | $42,586 | — | — |
| 19 | Steward Partners Investment Advisory, LLC | 2,3822,382 | $40,573 | — | — |
| 20 | WELLS FARGO & COMPANY/MN | 1,8231,823 | $31,061 | — | TRIM -87% |
| 21 | HARBOUR INVESTMENTS, INC. | 1,5001,500 | $25,551 | — | NEW |
| 22 | FIFTH THIRD BANCORP | 1,0011,001 | $17,051 | — | NEW |
| 23 | NBC SECURITIES, INC. | 500500 | $8,517 | — | — |
| 24 | Aptus Capital Advisors, LLC | 326326 | $5,553 | — | NEW |
| 25 | Legacy Wealth Managment, LLC/ID | 5454 | $920 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 231K | 210K | 205K | 203K | 201K | 186K | $3M |
| Atlas Wealth LLC | 172K | 166K | 164K | 162K | 144K | 144K | $2M |
| Prospera Financial Services Inc | — | — | — | 49K | 56K | 56K | $950,587 |
| LPL Financial LLC | 45K | 51K | 48K | 47K | 47K | 46K | $779,232 |
| RAYMOND JAMES FINANCIAL INC | 74K | 60K | 52K | 51K | 47K | 45K | $770,268 |
| 1776 Wealth LLC | 53K | 50K | 49K | 36K | 34K | 34K | $575,299 |
| OSAIC HOLDINGS, INC. | 37K | 36K | 37K | 35K | 35K | 33K | $560,232 |
| Virtu Financial LLC | — | — | — | 11K | 27K | 32K | $550,000 |
| JANE STREET GROUP, LLC | — | 27K | 17K | 21K | 20K | 28K | $485,409 |
| Diversified Trust Co | 27K | 27K | 27K | 27K | 27K | 27K | $451,408 |
| Centric Wealth Management | 26K | 35K | 37K | 37K | 31K | 18K | $313,307 |
| STIFEL FINANCIAL CORP | 15K | 15K | 15K | 15K | 13K | 13K | $221,460 |
| ROYAL BANK OF CANADA | 20K | 19K | 39K | 19K | 13K | 9K | $152,000 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | — | — | — | — | 6K | 6K | $108,642 |
| UBS Group AG | 22K | 26K | 32K | 36K | 6K | 5K | $91,540 |
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 | 25 | 698,345 | — | $12M |
| 2025-Q4 | 25 | 807,223 | — | $13M |
| 2025-Q3 | 25 | 846,153 | — | $14M |
| 2025-Q2 | 23 | 845,033 | — | $13M |
| 2025-Q1 | 23 | 943,275 | — | $13M |
| 2024-Q4 | 22 | 927,636 | — | $12M |
| 2024-Q3 | 24 | 1,015,941 | — | $15M |
| 2024-Q2 | 25 | 1,423,737 | — | $20M |
| 2024-Q1 | 27 | 2,020,626 | — | $28M |
| 2023-Q4 | 32 | 1,805,596 | — | $24M |
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.
