| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 651,216651,216 | $9M | — | — |
| 2 | Invesco Ltd. | 336,562336,562 | $5M | — | TRIM -5% |
| 3 | GUGGENHEIM CAPITAL LLC | 307,629307,629 | $4M | — | TRIM -7% |
| 4 | Shaker Financial Services, LLC | 221,258221,258 | $3M | — | ADD 555% |
| 5 | MORGAN STANLEY | 189,539189,539 | $3M | — | ADD 2% |
| 6 | COHEN & STEERS, INC. | 186,013186,013 | $3M | — | — |
| 7 | RAYMOND JAMES FINANCIAL INC | 168,291168,291 | $2M | — | TRIM -3% |
| 8 | Capital Investment Advisors, LLC | 156,946156,946 | $2M | — | — |
| 9 | PFG Investments, LLC | 108,668108,668 | $1M | — | ADD 3% |
| 10 | Secure Asset Management, LLC | 86,22386,223 | $1M | — | ADD 18% |
| 11 | READYSTATE ASSET MANAGEMENT LP | 83,61783,617 | $1M | — | NEW |
| 12 | Janney Montgomery Scott LLC | 70,61470,614 | $965,000 | — | ADD 18% |
| 13 | ROYAL BANK OF CANADA | 63,26363,263 | $864,000 | — | ADD 12% |
| 14 | BANK OF AMERICA CORP /DE/ | 62,29862,298 | $850,991 | — | ADD 6% |
| 15 | Advisors Asset Management, Inc. | 53,68853,688 | $733,378 | — | — |
| 16 | WOLVERINE ASSET MANAGEMENT LLC | 50,98450,984 | $696,441 | — | NEW |
| 17 | LPL Financial LLC | 43,98543,985 | $600,834 | — | TRIM -8% |
| 18 | Cetera Investment Advisers | 37,59037,590 | $513,475 | — | ADD 2% |
| 19 | AMERIPRISE FINANCIAL INC | 37,50037,500 | $512,250 | — | TRIM -45% |
| 20 | Corient Private Wealth LLC | 34,43534,435 | $470,383 | — | TRIM -36% |
| 21 | FIRST TRUST ADVISORS LP | 26,57926,579 | $363,066 | — | TRIM -3% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,39326,393 | $360,528 | — | ADD 29% |
| 23 | Baird Financial Group, Inc. | 24,91624,916 | $340,353 | — | — |
| 24 | Thrivent Financial for Lutherans | 23,79523,795 | $325,000 | — | — |
| 25 | MCRAE CAPITAL MANAGEMENT INC | 22,57522,575 | $308,387 | — | — |
| 26 | Lido Advisors, LLC | 20,73220,732 | $285,735 | — | — |
| 27 | OSAIC HOLDINGS, INC. | 20,85920,859 | $285,068 | — | ADD 4% |
| 28 | Jefferies Financial Group Inc. | 18,29518,295 | $249,910 | — | ADD 69% |
| 29 | CALDWELL SUTTER CAPITAL, INC. | 16,40016,400 | $224,024 | — | — |
| 30 | Hennion & Walsh Asset Management, Inc. | 16,16116,161 | $220,759 | — | TRIM -44% |
| 31 | BARINGS LLC | 15,91115,911 | $217,351 | — | ADD 2% |
| 32 | MML INVESTORS SERVICES, LLC | 15,43515,435 | $210,843 | — | TRIM -6% |
| 33 | OPPENHEIMER & CO INC | 13,46113,461 | $183,877 | — | ADD 15% |
| 34 | Cambridge Investment Research Advisors, Inc. | 13,20713,207 | $180,000 | — | NEW |
| 35 | FIFTH THIRD BANCORP | 12,00012,000 | $163,920 | — | NEW |
| 36 | Founders Financial Alliance, LLC | 10,51610,516 | $143,646 | — | ADD 5% |
| 37 | ELEVATION POINT WEALTH PARTNERS, LLC | 10,00010,000 | $137,823 | — | — |
| 38 | Vestmark Advisory Solutions, Inc. | 10,00010,000 | $136,600 | — | — |
| 39 | IFG Advisory, LLC | 6,8006,800 | $92,888 | — | NEW |
| 40 | Western Wealth Management, LLC | 6,4026,402 | $87,451 | — | NEW |
| 41 | Allworth Financial LP | 6,1006,100 | $83,326 | — | — |
| 42 | UBS Group AG | 6,0816,081 | $83,066 | — | TRIM -61% |
| 43 | Rockefeller Capital Management L.P. | 3,9303,930 | $53,684 | — | TRIM -67% |
| 44 | Hamrick Investment Counsel, llc | 2,7002,700 | $37,213 | — | NEW |
| 45 | SOA Wealth Advisors, LLC. | 2,6672,667 | $36,437 | — | ADD 2% |
| 46 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,8371,837 | $25,093 | — | TRIM -45% |
| 47 | FNY Investment Advisers, LLC | 800800 | $10,000 | — | NEW |
| 48 | CWM, LLC | 560560 | $7,650 | — | — |
| 49 | HIGHLINE WEALTH PARTNERS LLC | 200200 | $2,732 | — | — |
| 50 | MAI Capital Management | 5757 | $779 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 514K | 524K | 629K | 637K | 662K | 651K | $9M |
| Invesco Ltd. | 368K | 367K | 467K | 403K | 355K | 337K | $5M |
| GUGGENHEIM CAPITAL LLC | 296K | 295K | 300K | 288K | 330K | 308K | $4M |
| Shaker Financial Services, LLC | 51K | 98K | 175K | — | 34K | 221K | $3M |
| MORGAN STANLEY | 283K | 244K | 219K | 159K | 186K | 190K | $3M |
| COHEN & STEERS, INC. | 359K | 330K | 267K | 186K | 186K | 186K | $3M |
| RAYMOND JAMES FINANCIAL INC | 233K | 237K | 258K | 210K | 174K | 168K | $2M |
| Capital Investment Advisors, LLC | 185K | 173K | 171K | 163K | 157K | 157K | $2M |
| PFG Investments, LLC | — | — | — | — | 106K | 109K | $1M |
| Secure Asset Management, LLC | 30K | 31K | 70K | 86K | 73K | 86K | $1M |
| READYSTATE ASSET MANAGEMENT LP | — | — | — | — | — | 84K | $1M |
| Janney Montgomery Scott LLC | 41K | 43K | 48K | 54K | 60K | 71K | $965,000 |
| ROYAL BANK OF CANADA | 55K | 62K | 121K | 58K | 57K | 63K | $864,000 |
| BANK OF AMERICA CORP /DE/ | 74K | 81K | 63K | 59K | 59K | 62K | $850,991 |
| Advisors Asset Management, Inc. | 39K | 55K | 54K | 54K | 53K | 54K | $733,378 |
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 | 50 | 3,305,688 | — | $45M |
| 2025-Q4 | 49 | 3,288,452 | — | $49M |
| 2025-Q3 | 54 | 4,267,320 | — | $55M |
| 2025-Q2 | 47 | 3,879,038 | — | $60M |
| 2025-Q1 | 46 | 3,792,942 | — | $57M |
| 2024-Q4 | 50 | 4,084,343 | — | $63M |
| 2024-Q3 | 47 | 4,342,770 | — | $66M |
| 2024-Q2 | 53 | 5,128,698 | — | $74M |
| 2024-Q1 | 49 |
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.
| 5,736,180 |
| — |
| $82M |
| 2023-Q4 | 55 | 6,324,151 | — | $85M |
| 2023-Q3 | 58 | 5,480,235 | — | $70M |
| 2023-Q2 | 49 | 5,573,618 | — | $73M |
| 2023-Q1 | 56 | 5,971,790 | — | $77M |
| 2022-Q4 | 56 | 6,500,723 | — | $83M |
| 2022-Q3 | 59 | 5,978,667 | — | $73M |
| 2022-Q2 | 60 | 6,080,580 | — | $79M |
| 2022-Q1 | 63 | 5,985,754 | — | $93M |
| 2021-Q4 | 53 | 5,227,373 | — | $91M |
| 2021-Q3 | 50 | 4,608,315 | — | $79M |
| 2021-Q2 | 48 | 4,493,030 | — | $77M |
| 2021-Q1 | 53 | 4,495,473 | — | $72M |
| 2020-Q4 | 46 | 4,060,402 | — | $61M |
| 2020-Q3 | 38 | 3,144,425 | — | $42M |
| 2020-Q2 | 37 | 2,804,582 | — | $35M |
| 2020-Q1 | 43 | 2,810,379 | — | $31M |
| 2019-Q4 | 41 | 2,488,511 | — | $44M |
| 2019-Q3 | 37 | 2,243,311 | — | $39M |
| 2019-Q2 | 34 | 2,259,502 | — | $40M |
| 2019-Q1 | 33 | 2,403,153 | — | $43M |
| 2018-Q4 | 47 | 3,319,363 | — | $53M |
| 2018-Q3 | 36 | 2,516,533 | — | $49M |
| 2018-Q2 | 33 | 3,190,619 | — | $60M |
| 2018-Q1 | 36 | 3,213,461 | — | $60M |
| 2017-Q4 | 39 | 3,164,394 | — | $61M |
| 2017-Q3 | 30 | 2,960,990 | — | $61M |
| 2017-Q2 | 33 | 2,579,265 | — | $51M |
| 2017-Q1 | 31 | 3,082,151 | — | $61M |
| 2016-Q4 | 28 | 2,764,986 | — | $53M |
| 2016-Q3 | 31 | 2,336,636 | — | $44M |
| 2016-Q1 | 1 | 300 | — | $5,000 |
