| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | 15,315,65815.3M | $451M | — | TRIM -6% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 13,586,68413.6M | $400M | — | ADD 10% |
| 3 | LPL Financial LLC | 1,214,4051.2M | $36M | — | TRIM -9% |
| 4 | PRINCIPAL SECURITIES, INC. | 659,492659,492 | $19M | — | — |
| 5 | MML INVESTORS SERVICES, LLC | 419,046419,046 | $12M | — | ADD 6% |
| 6 | Cetera Investment Advisers | 209,782209,782 | $6M | — | ADD 10% |
| 7 | OSAIC HOLDINGS, INC. | 207,165207,165 | $6M | — | ADD 7% |
| 8 | &PARTNERS | 202,984202,984 | $6M | — | ADD 23% |
| 9 | Spire Wealth Management | 174,338174,338 | $5M | — | TRIM -10% |
| 10 | B. Riley Wealth Advisors, Inc. | 154,186154,186 | $5M | — | TRIM -5% |
| 11 | RESOLUTE WEALTH ADVISOR, INC. | 152,046152,046 | $4M | — | NEW |
| 12 | World Investment Advisors | 85,41285,412 | $3M | — | — |
| 13 | PARK AVENUE SECURITIES LLC | 81,20181,201 | $2M | — | ADD 9% |
| 14 | WEDBUSH SECURITIES INC | 75,85375,853 | $2M | — | ADD 19% |
| 15 | Farther Finance Advisors, LLC | 72,91272,912 | $2M | — | NEW |
| 16 | CITADEL ADVISORS LLC | 47,30447,304 | $1M | — | ADD 124% |
| 17 | JANE STREET GROUP, LLC | 43,66643,666 | $1M | — | NEW |
| 18 | Mariner, LLC | 22,94322,943 | $675,671 | — | TRIM -38% |
| 19 | Financial Sense Advisors, Inc. | 21,62321,623 | $636,798 | — | — |
| 20 | Cambridge Investment Research Advisors, Inc. | 17,90217,902 | $527,000 | — | — |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 17,00617,006 | $500,827 | — | NEW |
| 22 | Capital Asset Managemnet, LLC | 14,68014,680 | $432,340 | — | — |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 10,19110,191 | $300,140 | — | TRIM -21% |
| 24 | FLOW TRADERS U.S. LLC | 9,5269,526 | $281,000 | — | TRIM -77% |
| 25 | Pathstone Holdings, LLC | 8,7178,717 | $256,716 | — | — |
| 26 | ASSETMARK, INC | 8,4328,432 | $248,322 | — | NEW |
| 27 | DIVERSIFY WEALTH MANAGEMENT, LLC | 6,9316,931 | $204,458 | — | NEW |
| 28 | Allworth Financial LP | 3,0813,081 | $90,736 | — | — |
| 29 | Pinnacle Bancorp, Inc. | 2,4932,493 | $73,419 | — | — |
| 30 | IFP Advisors, Inc | 1,3511,351 | $39,787 | — | — |
| 31 | MAI Capital Management | 1,2961,296 | $38,168 | — | NEW |
| 32 | Wellington Grp LLC | 1,2821,282 | $37,755 | — | ADD 78% |
| 33 | PNC FINANCIAL SERVICES GROUP, INC. | 675675 | $19,879 | — | ADD 1367% |
| 34 | MORGAN STANLEY | 666666 | $19,613 | — | — |
| 35 | NewEdge Advisors, LLC | 9,2869,286 | $9,286 | — | — |
| 36 | Signature Resources Capital Management, LLC | 224224 | $6,597 | — | TRIM -64% |
| 37 | Signature Equity Partners, LLC | 5959 | $1,746 | — | — |
| 38 | UBS Group AG | 5454 | $1,590 | — | 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 |
|---|---|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 18.0M | 16.0M | 15.3M | 16.1M | 16.3M | 15.3M | $451M |
| ENVESTNET ASSET MANAGEMENT INC | 8.5M | 9.8M | 10.7M | 11.3M | 12.3M | 13.6M | $400M |
| LPL Financial LLC | 426K | 417K | 1.5M | 1.4M | 1.3M | 1.2M | $36M |
| PRINCIPAL SECURITIES, INC. | 279K | 279K | 478K | 598K | 648K | 659K | $19M |
| MML INVESTORS SERVICES, LLC | 220K | 233K | 315K | 345K | 395K | 419K | $12M |
| Cetera Investment Advisers | — | 124K | 144K | 161K | 190K | 210K | $6M |
| OSAIC HOLDINGS, INC. | 89K | 18K | 186K | 193K | 194K | 207K | $6M |
| &PARTNERS | 47K | 62K | 61K | 84K | 165K | 203K | $6M |
| Spire Wealth Management | 147K | 152K | 221K | 182K | 194K | 174K | $5M |
| B. Riley Wealth Advisors, Inc. | 107K | — | 132K | 148K | 162K | 154K | $5M |
| RESOLUTE WEALTH ADVISOR, INC. | — | — | — | — | — | 152K | $4M |
| World Investment Advisors | 63K | 63K | 56K | 58K | 85K | 85K | $3M |
| PARK AVENUE SECURITIES LLC | 19K | 32K | 48K | 64K | 75K | 81K | $2M |
| WEDBUSH SECURITIES INC | 21K | 43K | 61K | 64K | 64K | 76K | $2M |
| Farther Finance Advisors, LLC | — | — | — | — | — | 73K | $2M |
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 | 38 | 32,860,552 | — | $967M |
| 2025-Q4 | 36 | 32,354,250 | — | $959M |
| 2025-Q3 | 31 | 31,129,842 | — | $929M |
| 2025-Q2 | 38 | 29,693,203 | — | $880M |
| 2025-Q1 | 35 | 28,360,518 | — | $838M |
| 2024-Q4 | 34 | 29,039,566 | — | $842M |
| 2024-Q3 | 21 | 25,850,750 | — | $785M |
| 2024-Q2 | 27 | 25,051,799 | — | $734M |
| 2024-Q1 | 12 | 9,675,404 | — | $285M |
| 2023-Q4 | 12 | 7,378,908 | — | $221M |
| 2023-Q3 | 10 | 4,471,046 | — | $127M |
| 2023-Q2 | 4 | 3,920,211 | — | $116M |
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.
