| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Pathstone Holdings, LLC | 706,910706,910 | $8M | — | ADD 80% |
| 2 | SIT INVESTMENT ASSOCIATES INC | 640,105640,105 | $7M | — | ADD 4% |
| 3 | GUGGENHEIM CAPITAL LLC | 502,148502,148 | $5M | — | TRIM -28% |
| 4 | MORGAN STANLEY | 390,996390,996 | $4M | — | TRIM -34% |
| 5 | Logan Stone Capital, LLC | 352,014352,014 | $4M | — | ADD 309% |
| 6 | Invesco Ltd. | 280,055280,055 | $3M | — | TRIM -3% |
| 7 | WOLVERINE ASSET MANAGEMENT LLC | 247,972247,972 | $3M | — | ADD 27% |
| 8 | BANK OF AMERICA CORP /DE/ | 215,252215,252 | $2M | — | ADD 49% |
| 9 | 1607 Capital Partners, LLC | 196,023196,023 | $2M | — | NEW |
| 10 | ADAPT WEALTH ADVISORS, LLC | 191,163191,163 | $2M | — | ADD 2% |
| 11 | Matisse Capital | 170,000170,000 | $2M | — | NEW |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 156,783156,783 | $2M | — | TRIM -47% |
| 13 | COHEN & STEERS, INC. | 149,996149,996 | $2M | — | — |
| 14 | WELLS FARGO & COMPANY/MN | 149,469149,469 | $2M | — | ADD 27% |
| 15 | Saba Capital Management, L.P. | 143,882143,882 | $2M | — | NEW |
| 16 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 140,470140,470 | $2M | — | TRIM -3% |
| 17 | Thomas J. Herzfeld Advisors, Inc. | 117,867117,867 | $1M | — | TRIM -49% |
| 18 | UBS Group AG | 100,658100,658 | $1M | — | TRIM -6% |
| 19 | Closed-End Fund Advisors, Inc. | 75,63975,639 | $824,465 | — | — |
| 20 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 60,80060,800 | $662,720 | — | — |
| 21 | SeaCrest Wealth Management, LLC | 59,24859,248 | $645,803 | — | ADD 26% |
| 22 | RAYMOND JAMES FINANCIAL INC | 40,33740,337 | $439,674 | — | ADD 23% |
| 23 | ABSOLUTE INVESTMENT ADVISERS, LLC | 38,54938,549 | $420,184 | — | NEW |
| 24 | Capital Investment Advisors, LLC | 33,80733,807 | $368,501 | — | — |
| 25 | Kestra Advisory Services, LLC | 32,73832,738 | $356,841 | — | ADD 4% |
| 26 | Advisors Asset Management, Inc. | 27,31127,311 | $297,690 | — | TRIM -83% |
| 27 | Almitas Capital LLC | 25,08525,085 | $273,427 | — | NEW |
| 28 | Quarry LP | 24,89924,899 | $271,399 | — | NEW |
| 29 | World Investment Advisors | 24,31324,313 | $265,015 | — | TRIM -10% |
| 30 | Cetera Investment Advisers | 23,58223,582 | $257,041 | — | TRIM -41% |
| 31 | Rockefeller Capital Management L.P. | 21,60921,609 | $235,540 | — | ADD 360050% |
| 32 | SAX WEALTH ADVISORS, LLC | 19,01919,019 | $221,759 | — | — |
| 33 | Soltis Investment Advisors LLC | 18,10718,107 | $197,366 | — | TRIM -41% |
| 34 | ROYAL BANK OF CANADA | 16,86416,864 | $184,000 | — | TRIM -76% |
| 35 | OPPENHEIMER & CO INC | 16,80016,800 | $183,120 | — | ADD 6% |
| 36 | CHOREO, LLC | 15,87215,872 | $173,005 | — | TRIM -48% |
| 37 | Papamarkou Wellner Asset Management inc. | 15,75015,750 | $171,675 | — | — |
| 38 | Hennion & Walsh Asset Management, Inc. | 14,53914,539 | $158,475 | — | TRIM -44% |
| 39 | Ethos Financial Group, LLC | 13,49913,499 | $157,398 | — | — |
| 40 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,77011,770 | $128,293 | — | NEW |
| 41 | Ausdal Financial Partners, Inc. | 11,20411,204 | $122,118 | — | TRIM -23% |
| 42 | NOMURA HOLDINGS INC | 10,71010,710 | $116,739 | — | TRIM -22% |
| 43 | OSAIC HOLDINGS, INC. | 7,9167,916 | $86,291 | — | TRIM -49% |
| 44 | Noble Wealth Management PBC | 6,1506,150 | $67,035 | — | — |
| 45 | Advisory Services Network, LLC | 2,4192,419 | $26,367 | — | NEW |
| 46 | FIFTH THIRD BANCORP | 1,7711,771 | $19,304 | — | NEW |
| 47 | MAI Capital Management | 1,6201,620 | $17,664 | — | ADD 2% |
| 48 | NewEdge Advisors, LLC | 15,41515,415 | $15,415 | — | — |
| 49 | Sound Income Strategies, LLC | 842842 | $9,153 | — | — |
| 50 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 600600 | $6,540 | — | NEW |
| 51 | HIGHLINE WEALTH PARTNERS LLC | 350350 | $3,815 | — | — |
| 52 | Farther Finance Advisors, LLC | 5858 | $630 | — | 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 |
|---|---|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 238K | 98K | 224K | 241K | 392K | 707K | $8M |
| SIT INVESTMENT ASSOCIATES INC | 553K | 353K | 352K | 563K | 616K | 640K | $7M |
| GUGGENHEIM CAPITAL LLC | 606K | 737K | 901K | 859K | 698K | 502K | $5M |
| MORGAN STANLEY | 550K | 548K | 540K | 572K | 589K | 391K | $4M |
| Logan Stone Capital, LLC | — | — | 19K | — | 86K | 352K | $4M |
| Invesco Ltd. | 268K | 272K | 294K | 284K | 290K | 280K | $3M |
| WOLVERINE ASSET MANAGEMENT LLC | — | 8K | 63K | 64K | 195K | 248K | $3M |
| BANK OF AMERICA CORP /DE/ | 138K | 138K | 136K | 140K | 144K | 215K | $2M |
| 1607 Capital Partners, LLC | — | — | — | — | — | 196K | $2M |
| ADAPT WEALTH ADVISORS, LLC | — | — | — | 106K | 187K | 191K | $2M |
| Matisse Capital | — | — | — | — | — | 170K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 55K | 29K | 39K | 208K | 295K | 157K | $2M |
| COHEN & STEERS, INC. | 165K | 165K | 150K | 150K | 150K | 150K | $2M |
| WELLS FARGO & COMPANY/MN | 107K | 93K | 96K | 98K | 118K | 149K | $2M |
| Saba Capital Management, L.P. | — | — | — | — | — | 144K | $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 | 52 | 5,540,955 | — | $60M |
| 2025-Q4 | 52 | 5,283,213 | — | $62M |
| 2025-Q3 | 44 | 4,734,384 | — | $57M |
| 2025-Q2 | 39 | 4,388,523 | — | $54M |
| 2025-Q1 | 36 | 3,869,618 | — | $48M |
| 2024-Q4 | 37 | 4,251,643 |
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.
| — |
| $54M |
| 2024-Q3 | 37 | 4,488,625 | — | $60M |
| 2024-Q2 | 37 | 4,645,175 | — | $58M |
| 2024-Q1 | 36 | 5,812,328 | — | $72M |
| 2023-Q4 | 42 | 5,260,178 | — | $60M |
| 2023-Q3 | 41 | 4,990,909 | — | $58M |
| 2023-Q2 | 44 | 4,952,070 | — | $56M |
| 2023-Q1 | 44 | 4,808,661 | — | $52M |
| 2022-Q4 | 44 | 4,688,060 | — | $51M |
| 2022-Q3 | 42 | 4,253,873 | — | $46M |
| 2022-Q2 | 41 | 4,232,902 | — | $49M |
| 2022-Q1 | 37 | 3,916,349 | — | $53M |
| 2021-Q4 | 38 | 3,672,765 | — | $54M |
| 2021-Q3 | 33 | 3,608,668 | — | $55M |
| 2021-Q2 | 47 | 3,715,561 | — | $56M |
| 2021-Q1 | 43 | 3,734,597 | — | $53M |
| 2020-Q4 | 43 | 3,416,428 | — | $46M |
| 2020-Q3 | 36 | 3,027,203 | — | $39M |
| 2020-Q2 | 34 | 2,694,835 | — | $32M |
| 2020-Q1 | 39 | 3,086,967 | — | $33M |
| 2019-Q4 | 38 | 2,525,963 | — | $40M |
| 2019-Q3 | 34 | 2,585,053 | — | $41M |
| 2019-Q2 | 31 | 2,943,262 | — | $46M |
| 2019-Q1 | 29 | 2,795,478 | — | $43M |
| 2018-Q4 | 38 | 3,228,088 | — | $44M |
| 2018-Q3 | 29 | 3,591,354 | — | $59M |
| 2018-Q2 | 31 | 3,394,830 | — | $56M |
| 2018-Q1 | 32 | 3,421,465 | — | $55M |
| 2017-Q4 | 34 | 3,520,846 | — | $56M |
| 2017-Q3 | 32 | 3,321,142 | — | $53M |
| 2017-Q2 | 32 | 3,524,682 | — | $57M |
| 2017-Q1 | 33 | 3,730,722 | — | $60M |
| 2016-Q4 | 34 | 4,017,561 | — | $64M |
| 2016-Q3 | 30 | 4,619,926 | — | $72M |
| 2016-Q2 | 33 | 5,105,476 | — | $74M |
| 2016-Q1 | 32 | 5,407,314 | — | $74M |
| 2015-Q4 | 43 | 5,554,387 | — | $75M |
| 2015-Q3 | 36 | 5,155,266 | — | $73M |
| 2015-Q2 | 38 | 4,728,964 | — | $73M |
| 2015-Q1 | 35 | 4,744,466 | — | $77M |
| 2014-Q4 | 40 | 4,715,205 | — | $73M |
| 2014-Q3 | 34 | 4,381,862 | — | $73M |
| 2014-Q2 | 35 | 3,967,316 | — | $70M |
| 2014-Q1 | 36 | 3,832,851 | — | $67M |
| 2013-Q4 | 35 | 3,778,241 | — | $68M |
| 2013-Q3 | 27 | 3,104,775 | — | $58M |
| 2013-Q2 | 19 | 2,811,926 | — | $55M |
| 2013-Q1 | 1 | 77,939 | — | $2M |
