| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 6,877,9016.9M | $204M | — | ADD 131% |
| 2 | Bank of New York Mellon Corp | 4,405,5554.4M | $131M | — | TRIM -7% |
| 3 | Principle Wealth Partners LLC | 3,969,2574.0M | $118M | — | ADD 4% |
| 4 | BANK OF AMERICA CORP /DE/ | 3,433,0673.4M | $102M | — | ADD 64% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 2,221,8602.2M | $66M | — | TRIM -2% |
| 6 | STIFEL FINANCIAL CORP | 1,576,7541.6M | $47M | — | ADD 13% |
| 7 | MJP ASSOCIATES INC /ADV | 1,120,6951.1M | $33M | — | ADD 34% |
| 8 | Advisor OS, LLC | 1,119,4301.1M | $33M | — | ADD 33% |
| 9 | LPL Financial LLC | 999,503999,503 | $30M | — | ADD 11792% |
| 10 | Mariner, LLC | 960,263960,263 | $28M | — | NEW |
| 11 | HighTower Advisors, LLC | 857,244857,244 | $25M | — | ADD 61% |
| 12 | Steward Partners Investment Advisory, LLC | 736,618736,618 | $22M | — | ADD 4% |
| 13 | Integrated Wealth Concepts LLC | 587,570587,570 | $17M | — | ADD 308% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 351,677351,677 | $10M | — | ADD 137% |
| 15 | Bleakley Financial Group, LLC | 350,119350,119 | $10M | — | ADD 117% |
| 16 | CRUX WEALTH ADVISORS | 342,566342,566 | $10M | — | — |
| 17 | StoneCrest Wealth Management, Inc. | 299,201299,201 | $9M | — | — |
| 18 | OSAIC HOLDINGS, INC. | 291,158291,158 | $9M | — | ADD 540% |
| 19 | Ruggaard & Associates LLC | 264,296264,296 | $8M | — | — |
| 20 | Merit Financial Group, LLC | 244,141244,141 | $7M | — | ADD 2% |
| 21 | Intentional Wealth Strategies, LLC | 229,887229,887 | $7M | — | NEW |
| 22 | Thrivent Financial for Lutherans | 217,341217,341 | $6M | — | NEW |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 212,528212,528 | $6M | — | ADD 2642% |
| 24 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 204,852204,852 | $6M | — | ADD 63% |
| 25 | MGO ONE SEVEN LLC | 199,448199,448 | $6M | — | NEW |
| 26 | Trivium Point Advisory, LLC | 188,847188,847 | $6M | — | TRIM -45% |
| 27 | JSF Financial, LLC | 186,738186,738 | $6M | — | ADD 205% |
| 28 | TRUIST FINANCIAL CORP | 183,048183,048 | $5M | — | NEW |
| 29 | Cambridge Investment Research Advisors, Inc. | 138,091138,091 | $4M | — | ADD 871% |
| 30 | Financial Partners Group, Inc | 127,749127,749 | $4M | — | ADD 38% |
| 31 | Maia Wealth LLC | 127,319127,319 | $4M | — | ADD 3% |
| 32 | &PARTNERS | 93,39593,395 | $3M | — | ADD 9% |
| 33 | Noble Wealth Management PBC | 92,12092,120 | $3M | — | ADD 30% |
| 34 | Sanctuary Advisors, LLC | 91,36991,369 | $3M | — | ADD 12% |
| 35 | Next Level Private LLC | 82,30582,305 | $2M | — | ADD 83% |
| 36 | IFP Advisors, Inc | 82,24182,241 | $2M | — | ADD 9% |
| 37 | American Alpha Advisors, LLC | 81,04681,046 | $2M | — | ADD 23% |
| 38 | Kestra Advisory Services, LLC | 81,01981,019 | $2M | — | ADD 26% |
| 39 | Sugar Maple Asset Management, LLC | 76,94276,942 | $2M | — | ADD 86% |
| 40 | PARK AVENUE SECURITIES LLC | 69,08269,082 | $2M | — | ADD 27% |
| 41 | GGM Financial LLC | 65,28865,288 | $2M | — | ADD 67% |
| 42 | SMITH, MOORE & CO. | 64,03864,038 | $2M | — | ADD 26% |
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49,17349,173 | $1M | — | NEW |
| 44 | OPPENHEIMER & CO INC | 44,25544,255 | $1M | — | ADD 58% |
| 45 | GTS SECURITIES LLC | 44,03244,032 | $1M | — | ADD 37% |
| 46 | INSIGNEO ADVISORY SERVICES, LLC | 43,89743,897 | $1M | — | ADD 15% |
| 47 | JPMORGAN CHASE & CO | 38,61938,619 | $1M | — | ADD 53% |
| 48 | LEVEL FOUR ADVISORY SERVICES, LLC | 35,16235,162 | $1M | — | ADD 315% |
| 49 | Legacy Capital Wealth Partners, LLC | 31,12031,120 | $923,011 | — | ADD 164% |
| 50 | KFA Private Wealth Group, LLC | 28,63628,636 | $849,363 | — | ADD 7% |
| 51 | 5T Wealth, LLC | 28,02028,020 | $831,069 | — | ADD 13% |
| 52 | Baron Wealth Management LLC | 27,59427,594 | $818,452 | — | ADD 30% |
| 53 | MML INVESTORS SERVICES, LLC | 26,26726,267 | $779,069 | — | ADD 32% |
| 54 | Cerity Partners LLC | 25,95025,950 | $769,678 | — | NEW |
| 55 | Investment Insight Wealth Management, LLC | 21,88021,880 | $648,946 | — | ADD 63% |
| 56 | Trademark Financial Management, LLC | 16,93916,939 | $502,411 | — | ADD 16% |
| 57 | Blueprint Investment Partners LLC | 16,77716,777 | $497,606 | — | ADD 6% |
| 58 | Blueprint Financial Advisors LLC | 16,77716,777 | $497,606 | — | ADD 6% |
| 59 | BXM Wealth LLC | 15,83515,835 | $469,666 | — | ADD 77% |
| 60 | FIDUCIENT ADVISORS LLC | 15,14015,140 | $449,052 | — | NEW |
| 61 | Krilogy Financial LLC | 13,61513,615 | $422,065 | — | — |
| 62 | Meramec Financial Planners, LLC | 11,68011,680 | $365,360 | — | — |
| 63 | NCM Capital Management, LLC | 12,20012,200 | $361,852 | — | NEW |
| 64 | LAUREL OAK WEALTH MANAGEMENT, LLC | 10,86910,869 | $322,379 | — | NEW |
| 65 | INTEGRITY ALLIANCE, LLC. | 9,4669,466 | $280,762 | — | TRIM -5% |
| 66 | Essex Bank | 8,9298,929 | $264,742 | — | TRIM -15% |
| 67 | FIFTH THIRD BANCORP | 8,6478,647 | $256,470 | — | NEW |
| 68 | KESTRA PRIVATE WEALTH SERVICES, LLC | 8,6068,606 | $255,254 | — | NEW |
| 69 | AQR CAPITAL MANAGEMENT LLC | 6,7506,750 | $200,205 | — | NEW |
| 70 | Advisory Services Network, LLC | 4,5504,550 | $134,953 | — | NEW |
| 71 | Clarity Asset Management, Inc. | 4,3324,332 | $128,487 | — | NEW |
| 72 | WHITTIER TRUST CO OF NEVADA INC | 1,9821,982 | $59,143 | — | ADD 7% |
| 73 | Western Wealth Management, LLC | 1,7501,750 | $51,905 | — | NEW |
| 74 | Atlantic Union Bankshares Corp | 1,2501,250 | $37,075 | — | TRIM -29% |
| 75 | Clearstead Advisors, LLC | 995995 | $29,512 | — | — |
| 76 | NewEdge Advisors, LLC | 16,77516,775 | $16,775 | — | NEW |
| 77 | JONES FINANCIAL COMPANIES LLLP | 421421 | $12,272 | — | NEW |
| 78 | GHP Investment Advisors, Inc. | 400400 | $11,864 | — | NEW |
| 79 | Prosperity Bancshares Inc | 391391 | $11,597 | — | — |
| 80 | HARBOUR INVESTMENTS, INC. | 349349 | $10,351 | — | — |
| 81 | WELLS FARGO & COMPANY/MN | 176176 | $5,220 | — | NEW |
| 82 | UBS Group AG | 8585 | $2,521 | — | 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 |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | — | — | — | 747K | 3.0M | 6.9M | $204M |
| Bank of New York Mellon Corp | — | 5.5M | 5.1M | 4.8M | 4.7M | 4.4M | $131M |
| Principle Wealth Partners LLC | — | 911K | 3.6M | 3.7M | 3.8M | 4.0M | $118M |
| BANK OF AMERICA CORP /DE/ | 100 | — | — | 618K | 2.1M | 3.4M | $102M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | 168K | 1.8M | 2.1M | 2.3M | 2.2M | $66M |
| STIFEL FINANCIAL CORP | — | — | 99K | 200K | 1.4M | 1.6M | $47M |
| MJP ASSOCIATES INC /ADV | — | — | — | 8K | 839K | 1.1M | $33M |
| Advisor OS, LLC | — | — | — | 8K | 839K | 1.1M | $33M |
| LPL Financial LLC | — | — | — | 13K | 8K | 1000K | $30M |
| Mariner, LLC | — | — | — | — | — | 960K | $28M |
| HighTower Advisors, LLC | — | 28K | 25K | 510K | 532K | 857K | $25M |
| Steward Partners Investment Advisory, LLC | — | 7K | 366K | 626K | 711K | 737K | $22M |
| Integrated Wealth Concepts LLC | — | — | 279K | 433K | 144K | 588K | $17M |
| ENVESTNET ASSET MANAGEMENT INC | — | 73K | 99K | 116K | 149K | 352K | $10M |
| Bleakley Financial Group, LLC | 13K | 13K | — | 13K | 162K | 350K | $10M |
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 | 82 | 34,553,859 | — | $1.0B |
| 2025-Q4 | 65 | 23,770,495 | — | $690M |
| 2025-Q3 | 42 | 16,265,790 | — | $452M |
| 2025-Q2 | 32 | 13,271,363 | — | $353M |
| 2025-Q1 | 27 | 7,536,317 | — | $191M |
| 2024-Q4 | 4 | 72,757 | — | $2M |
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.
