| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BROWN BROTHERS HARRIMAN & CO | 27,973,64928.0M | $420M | — | ADD 6% |
| 2 | Beacon Pointe Advisors, LLC | 659,167659,167 | $10M | — | NEW |
| 3 | Waverly Advisors, LLC | 296,131296,131 | $4M | — | — |
| 4 | Black Diamond Financial, LLC | 67,54867,548 | $1M | — | — |
| 5 | Wealthspire Advisors, LLC | 46,81646,816 | $703,177 | — | — |
| 6 | FORBES J M & CO LLP | 43,86243,862 | $658,807 | — | TRIM -26% |
| 7 | ASPIRIANT, LLC | 40,96540,965 | $615,294 | — | — |
| 8 | Rockefeller Capital Management L.P. | 37,72737,727 | $566,660 | — | TRIM -22% |
| 9 | ROYAL BANK OF CANADA | 36,58936,589 | $550,000 | — | — |
| 10 | SPINNAKER TRUST | 33,74633,746 | $506,865 | — | — |
| 11 | HighTower Advisors, LLC | 22,58822,588 | $339,272 | — | — |
| 12 | GoalVest Advisory LLC | 22,31122,311 | $335,111 | — | NEW |
| 13 | STIFEL FINANCIAL CORP | 20,95120,951 | $314,683 | — | NEW |
| 14 | SIMON QUICK ADVISORS, LLC | 18,24418,244 | $274,025 | — | NEW |
| 15 | SUMMIT WEALTH GROUP LLC / CO | 17,77117,771 | $266,920 | — | TRIM -3% |
| 16 | Kathmere Capital Management, LLC | 17,60917,609 | $264,487 | — | — |
| 17 | Diversified Trust Co | 16,15916,159 | $242,708 | — | — |
| 18 | BANK OF AMERICA CORP /DE/ | 12,79912,799 | $192,241 | — | NEW |
| 19 | WOODMONT INVESTMENT COUNSEL LLC | 10,96510,965 | $164,694 | — | — |
| 20 | ASSETMARK, INC | 10,21910,219 | $153,489 | — | NEW |
| 21 | Clearstead Advisors, LLC | 7,5077,507 | $112,756 | — | — |
| 22 | FIFTH THIRD BANCORP | 7,4757,475 | $112,275 | — | — |
| 23 | FMR LLC | 806806 | $12,106 | — | — |
| 24 | UBS Group AG | 583583 | $8,757 | — | NEW |
| 25 | OSAIC HOLDINGS, INC. | 439439 | $6,594 | — | — |
| 26 | Key Financial Inc | 162162 | $2,433 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| BROWN BROTHERS HARRIMAN & CO | — | — | — | — | 26.4M | 28.0M | $420M |
| Beacon Pointe Advisors, LLC | — | — | — | — | — | 659K | $10M |
| Waverly Advisors, LLC | — | — | — | — | 302K | 296K | $4M |
| Black Diamond Financial, LLC | — | — | — | — | 68K | 68K | $1M |
| Wealthspire Advisors, LLC | — | — | — | — | 47K | 47K | $703,177 |
| FORBES J M & CO LLP | — | — | — | — | 59K | 44K | $658,807 |
| ASPIRIANT, LLC | — | — | — | — | 41K | 41K | $615,294 |
| Rockefeller Capital Management L.P. | — | — | — | — | 48K | 38K | $566,660 |
| ROYAL BANK OF CANADA | — | — | — | — | 36K | 37K | $550,000 |
| SPINNAKER TRUST | — | — | — | — | 34K | 34K | $506,865 |
| HighTower Advisors, LLC | — | — | — | — | 23K | 23K | $339,272 |
| GoalVest Advisory LLC | — | — | — | — | — | 22K | $335,111 |
| STIFEL FINANCIAL CORP | — | — | — | — | — | 21K | $314,683 |
| SIMON QUICK ADVISORS, LLC | — | — | — | — | — | 18K | $274,025 |
| SUMMIT WEALTH GROUP LLC / CO | — | — | — | — | 18K | 18K | $266,920 |
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 | 26 | 29,422,788 | — | $442M |
| 2025-Q4 | 23 | 27,908,984 | — | $450M |
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.
