| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 27,040,31927.0M | $1.4B | — | — |
| 2 | BlackRock, Inc. | 20,766,58220.8M | $1.1B | — | ADD 38% |
| 3 | LPL Financial LLC | 15,777,18815.8M | $819M | — | — |
| 4 | JPMORGAN CHASE & CO | 13,782,27313.8M | $713M | — | ADD 12% |
| 5 | Dynasty Wealth Management, LLC | 12,025,66312.0M | $624M | — | ADD 34% |
| 6 | BANK OF AMERICA CORP /DE/ | 11,621,45811.6M | $604M | — | ADD 12% |
| 7 | MORGAN STANLEY | 9,884,3269.9M | $513M | — | ADD 6% |
| 8 | PNC FINANCIAL SERVICES GROUP, INC. | 8,716,4818.7M | $453M | — | ADD 3% |
| 9 | AMERIPRISE FINANCIAL INC | 8,036,9098.0M | $419M | — | — |
| 10 | WELLS FARGO & COMPANY/MN | 5,847,0985.8M | $304M | — | ADD 18% |
| 11 | GOLDMAN SACHS GROUP INC | 5,650,8235.7M | $293M | — | ADD 68964% |
| 12 | Quotient Wealth Partners, LLC | 5,551,0335.6M | $288M | — | ADD 51% |
| 13 | Sequoia Financial Advisors, LLC | 5,443,7355.4M | $283M | — | ADD 16% |
| 14 | UBS Group AG | 4,966,2405.0M | $258M | — | ADD 12% |
| 15 | Cetera Investment Advisers | 4,833,0944.8M | $251M | — | ADD 6% |
| 16 | JANE STREET GROUP, LLC | 2,899,1732.9M | $151M | — | NEW |
| 17 | SAGESPRING WEALTH PARTNERS, LLC | 2,862,5062.9M | $149M | — | — |
| 18 | OpenArc Corporate Advisory, LLC | 2,713,7622.7M | $141M | — | ADD 17% |
| 19 | MML INVESTORS SERVICES, LLC | 2,670,5582.7M | $139M | — | TRIM -7% |
| 20 | ROYAL BANK OF CANADA | 2,638,1292.6M | $137M | — | ADD 10% |
| 21 | Wharton Business Group, LLC | 2,592,4852.6M | $135M | — | ADD 12% |
| 22 | Merit Financial Group, LLC | 2,374,4212.4M | $123M | — | ADD 7% |
| 23 | Envestnet Portfolio Solutions, Inc. | 2,323,4202.3M | $121M | — | TRIM -15% |
| 24 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2,123,6862.1M | $110M | — | NEW |
| 25 | RAYMOND JAMES FINANCIAL INC | 1,879,8401.9M | $98M | — | ADD 19% |
| 26 | Kestra Investment Management, LLC | 1,836,2701.8M | $95M | — | ADD 47% |
| 27 | CWM, LLC | 1,799,4921.8M | $93M | — | TRIM -9% |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 1,660,5301.7M | $86M | — | — |
| 29 | PARK AVENUE SECURITIES LLC | 1,623,6361.6M | $84M | — | TRIM -9% |
| 30 | Pinnacle Financial Partners, Inc. | 1,534,0571.5M | $80M | — | ADD 6% |
| 31 | OSAIC HOLDINGS, INC. | 1,504,2891.5M | $78M | — | ADD 14% |
| 32 | JONES FINANCIAL COMPANIES LLLP | 1,501,0801.5M | $78M | — | ADD 47% |
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,485,4161.5M | $77M | — | ADD 23% |
| 34 | OneDigital Investment Advisors LLC | 1,396,6371.4M | $73M | — | — |
| 35 | Integrated Wealth Concepts LLC | 1,357,6111.4M | $71M | — | ADD 23% |
| 36 | Janney Montgomery Scott LLC | 1,357,5621.4M | $70M | — | TRIM -14% |
| 37 | MAI Capital Management | 1,344,3981.3M | $70M | — | ADD 37307% |
| 38 | Clearwater Capital Advisors, LLC | 1,304,3311.3M | $68M | — | ADD 19% |
| 39 | Americana Partners, LLC | 1,300,9461.3M | $68M | — | TRIM -39% |
| 40 | Bank of New York Mellon Corp | 1,221,5591.2M | $63M | — | TRIM -18% |
| 41 | MCF Advisors LLC | 1,197,5681.2M | $62M | — | ADD 7% |
| 42 | Falcon Wealth Planning | 1,194,3301.2M | $62M | — | ADD 13% |
| 43 | Pacific Sage Partners, LLC | 1,173,1461.2M | $61M | — | ADD 10% |
| 44 | HighTower Advisors, LLC | 1,104,1221.1M | $57M | — | TRIM -2% |
| 45 | FMR LLC | 1,036,3421.0M | $54M | — | ADD 151634% |
| 46 | STIFEL FINANCIAL CORP | 973,670973,670 | $51M | — | TRIM -2% |
| 47 | Equitable Holdings, Inc. | 957,015957,015 | $50M | — | ADD 13% |
| 48 | HUB Investment Partners, LLC | 928,138928,138 | $48M | — | ADD 13% |
| 49 | Advisor OS, LLC | 898,345898,345 | $47M | — | NEW |
| 50 | MJP ASSOCIATES INC /ADV | 893,495893,495 | $46M | — | NEW |
| 51 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 884,009884,009 | $46M | — | TRIM -11% |
| 52 | Arete Wealth Advisors, LLC | 880,911880,911 | $46M | — | ADD 41% |
| 53 | Thrivent Financial for Lutherans | 862,583862,583 | $45M | — | — |
| 54 | Madison Wealth Partners, Inc | 861,802861,802 | $45M | — | ADD 6% |
| 55 | MGO ONE SEVEN LLC | 798,569798,569 | $41M | — | TRIM -4% |
| 56 | Summit Financial, LLC | 774,495774,495 | $40M | — | ADD 83% |
| 57 | TRUIST FINANCIAL CORP | 757,364757,364 | $39M | — | TRIM -9% |
| 58 | OGOREK ANTHONY JOSEPH /NY/ /ADV | 746,729746,729 | $39M | — | ADD 12% |
| 59 | Prime Capital Investment Advisors, LLC | 743,242743,242 | $39M | — | ADD 3617% |
| 60 | Arax Advisory Partners | 693,123693,123 | $36M | — | ADD 385% |
| 61 | Corient Private Wealth LLC | 681,950681,950 | $35M | — | TRIM -20% |
| 62 | EVERGREEN CAPITAL MANAGEMENT LLC | 660,637660,637 | $34M | — | — |
| 63 | Composition Wealth, LLC | 645,623645,623 | $34M | — | ADD 8% |
| 64 | Parallel Advisors, LLC | 642,004642,004 | $33M | — | ADD 8% |
| 65 | Stratos Wealth Partners, LTD. | 641,392641,392 | $33M | — | TRIM -4% |
| 66 | Betterment LLC | 603,679603,679 | $31M | — | ADD 8% |
| 67 | Grantvest Financial Group LLC | 597,500597,500 | $31M | — | — |
| 68 | CGN Advisors LLC | 597,421597,421 | $31M | — | — |
| 69 | Valmark Advisers, Inc. | 586,763586,763 | $30M | — | ADD 430% |
| 70 | ASSETMARK, INC | 577,321577,321 | $30M | — | ADD 32% |
| 71 | Kestra Advisory Services, LLC | 565,454565,454 | $29M | — | ADD 2% |
| 72 | Johnson Bixby & Associates, LLC | 555,500555,500 | $29M | — | ADD 10% |
| 73 | Strong Tower Advisory Services | 551,018551,018 | $29M | — | ADD 10% |
| 74 | Cambridge Investment Research Advisors, Inc. | 532,915532,915 | $28M | — | ADD 18% |
| 75 | Lineweaver Wealth Advisors, LLC | 517,003517,003 | $27M | — | ADD 6% |
| 76 | Legacy Financial Group LLC | 516,483516,483 | $27M | — | TRIM -3% |
| 77 | Vestmark Advisory Solutions, Inc. | 515,815515,815 | $27M | — | ADD 188% |
| 78 | Private Advisor Group, LLC | 515,036515,036 | $27M | — | ADD 13% |
| 79 | FIFTH THIRD BANCORP | 494,522494,522 | $26M | — | ADD 45% |
| 80 | Rockefeller Capital Management L.P. | 486,278486,278 | $25M | — | ADD 42% |
| 81 | Compound Planning, Inc. | 483,516483,516 | $25M | — | TRIM -16% |
| 82 | 55 North Private Wealth, LLC | 481,586481,586 | $25M | — | ADD 4% |
| 83 | Frisch Financial Group, Inc. | 477,623477,623 | $25M | — | — |
| 84 | Belpointe Asset Management LLC | 468,472468,472 | $24M | — | TRIM -11% |
| 85 | Pallas Capital Advisors LLC | 465,796465,796 | $24M | — | TRIM -8% |
| 86 | NorthCoast Asset Management LLC | 446,029446,029 | $23M | — | ADD 3% |
| 87 | IHT Wealth Management, LLC | 444,545444,545 | $23M | — | ADD 6% |
| 88 | Vivid Wealth Management, LLC | 437,676437,676 | $23M | — | — |
| 89 | Mariner, LLC | 411,048411,048 | $21M | — | ADD 10% |
| 90 | Foundations Investment Advisors, LLC | 405,976405,976 | $21M | — | TRIM -50% |
| 91 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 404,938404,938 | $21M | — | NEW |
| 92 | Farther Finance Advisors, LLC | 402,307402,307 | $21M | — | ADD 25% |
| 93 | Faithward Advisors, LLC | 392,844392,844 | $20M | — | ADD 14% |
| 94 | Waverly Advisors, LLC | 388,399388,399 | $20M | — | ADD 21% |
| 95 | AE Wealth Management LLC | 386,943386,943 | $20M | — | — |
| 96 | KAVAR CAPITAL PARTNERS GROUP, LLC | 380,357380,357 | $20M | — | NEW |
| 97 | CreativeOne Wealth, LLC | 372,944372,944 | $19M | — | TRIM -9% |
| 98 | HighPoint Advisor Group LLC | 362,397362,397 | $19M | — | ADD 10% |
| 99 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 358,530358,530 | $19M | — | ADD 4% |
| 100 | Baird Financial Group, Inc. | 354,243354,243 | $18M | — | ADD 13% |
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 ASSET MANAGEMENT INC | 21.7M | 21.8M | 22.8M | 27.2M | 27.5M | 27.0M | $1.4B |
| BlackRock, Inc. | 7.5M | 9.5M | 9.7M | 10.4M | 15.1M | 20.8M | $1.1B |
| LPL Financial LLC | 8.4M | 9.6M | 10.7M | 14.1M | 15.6M | 15.8M | $819M |
| JPMORGAN CHASE & CO | 10.8M | 10.7M | 10.8M | 22.6M | 12.3M | 13.8M | $713M |
| Dynasty Wealth Management, LLC | 6.4M | 5.9M | 5.8M | 6.4M | 9.0M | 12.0M | $624M |
| BANK OF AMERICA CORP /DE/ | 3.8M | 4.8M | 6.2M | 8.9M | 10.4M | 11.6M | $604M |
| MORGAN STANLEY | 2.9M | 4.4M | 5.8M | 7.7M | 9.3M | 9.9M | $513M |
| PNC FINANCIAL SERVICES GROUP, INC. | 1K | 739 | 18K | 6.9M | 8.5M | 8.7M | $453M |
| AMERIPRISE FINANCIAL INC | 3.1M | 4.4M | 4.3M | 6.8M | 8.1M | 8.0M | $419M |
| WELLS FARGO & COMPANY/MN | 833K | 1.4M | 2.2M | 3.5M | 4.9M | 5.8M | $304M |
| GOLDMAN SACHS GROUP INC | 11K | 10K | 9K | 8K | 8K | 5.7M | $293M |
| Quotient Wealth Partners, LLC | 3.5M | 3.2M | 3.3M | 3.4M | 3.7M | 5.6M | $288M |
| Sequoia Financial Advisors, LLC | 1.5M | 1.8M | 2.3M | 3.8M | 4.7M | 5.4M | $283M |
| UBS Group AG | 2.3M | 2.6M | 2.9M | 4.0M | 4.4M | 5.0M | $258M |
| Cetera Investment Advisers | 1.9M | 2.4M | 2.8M | 4.1M | 4.5M | 4.8M | $251M |
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 | 770 | 284,351,597 | — | $14.7B |
| 2025-Q4 | 735 | 248,900,577 | — | $13.1B |
| 2025-Q3 | 629 | 219,895,362 | — | $11.7B |
| 2025-Q2 | 577 | 166,570,153 | — | $8.8B |
| 2025-Q1 | 555 | 153,346,954 | — | $8.0B |
| 2024-Q4 | 512 | 129,106,144 | — | $6.8B |
| 2024-Q3 | 425 | 105,896,112 | — | $5.7B |
| 2024-Q2 | 366 | 74,827,918 | — | $3.9B |
| 2024-Q1 | 307 | 49,486,407 | — | $2.6B |
| 2023-Q4 | 80 | 12,688,834 | — | $663M |
| 2023-Q3 | 25 | 1,967,775 | — | $99M |
| 2023-Q2 | 11 | 1,155,221 | — | $59M |
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.
