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 |
|---|---|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | — | — | — | — | — | 3.7M | $128M |
| JPMORGAN CHASE & CO | 5.1M | 2.8M | 1.9M | 4.0M | 2.3M | 2.2M | $76M |
| Equitable Holdings, Inc. | 822K | 857K | 955K | 1.1M | 1.2M | 1.3M | $38M |
| KEYBANK NATIONAL ASSOCIATION/OH | 653K | 649K | 661K | 642K | 648K | 595K | $21M |
| LPL Financial LLC | 294K | 422K | 449K | 490K | 502K | 509K | $18M |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 393K | 387K | 379K | 375K | 369K | 368K | $13M |
| Waverly Advisors, LLC | — | 535K | 526K | 508K | 432K | 354K | $12M |
| GOLDMAN SACHS GROUP INC | 422K | 425K | 430K | 339K | 328K | 342K | $12M |
| NICOLET BANKSHARES INC | 205K | 203K | 193K | 195K | 143K | 330K | $11M |
| Baird Financial Group, Inc. | 315K | 306K | 264K | 288K | 280K | 268K | $9M |
| FF Advisors,LLC | 142K | 153K | 160K | 158K | 176K | 198K | $7M |
| Vident Advisory, LLC | 193K | 195K | 189K | 166K | 146K | 194K | $7M |
| MAI Capital Management | 190K | 188K | 188K | 185K | 173K | 172K | $6M |
| NOESIS CAPITAL MANGEMENT CORP | — | — | — | — | 158K | 157K | $5M |
| LAKE STREET PRIVATE WEALTH, LLC | 97K | 98K | 101K | 134K | 145K | 147K | $5M |
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 | 69 | 12,314,368 | — | $421M |
| 2025-Q4 | 68 | 12,142,896 | — | $363M |
| 2025-Q3 | 57 | 13,796,283 | — | $407M |
| 2025-Q2 | 57 | 12,212,180 | — | $370M |
| 2025-Q1 | 62 | 13,743,755 | — | $427M |
| 2024-Q4 | 54 | 15,288,895 | — | $453M |
| 2024-Q3 | 60 | 20,874,301 | — | $594M |
| 2024-Q2 | 57 | 22,690,798 | — | $657M |
| 2024-Q1 | 2 | 7,907,145 | — | $225M |
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.
