| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BURNEY CO/ | 6,963,2737.0M | $339M | — | TRIM -3% |
| 2 | Coppell Advisory Solutions LLC | 1,790,1521.8M | $84M | — | ADD 9% |
| 3 | Empowered Funds, LLC | 277,681277,681 | $14M | — | NEW |
| 4 | Triad Wealth Partners, LLC | 126,647126,647 | $6M | — | TRIM -27% |
| 5 | OSAIC HOLDINGS, INC. | 67,19267,192 | $3M | — | TRIM -6% |
| 6 | Canal Capital Management, LLC | 36,52036,520 | $2M | — | — |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 24,92424,924 | $1M | — | NEW |
| 8 | Fiduciary Planning LLC | 14,09314,093 | $687,080 | — | — |
| 9 | GTS SECURITIES LLC | 13,05813,058 | $636,617 | — | TRIM -56% |
| 10 | ZEGA Investments, LLC | 6,4896,489 | $316,360 | — | — |
| 11 | Meridian Financial Partners LLC | 5,7895,789 | $287,822 | — | — |
| 12 | Steigerwald, Gordon & Koch Inc. | 4,1504,150 | $202,326 | — | TRIM -25% |
| 13 | UBS Group AG | 686686 | $33,445 | — | 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 |
|---|---|---|---|---|---|---|---|
| BURNEY CO/ | 6.4M | 6.6M | 6.8M | 7.0M | 7.2M | 7.0M | $339M |
| Coppell Advisory Solutions LLC | 102K | 1.0M | 1.3M | 1.5M | 1.6M | 1.8M | $84M |
| Empowered Funds, LLC | — | — | — | — | — | 278K | $14M |
| Triad Wealth Partners, LLC | — | — | — | — | 173K | 127K | $6M |
| OSAIC HOLDINGS, INC. | — | — | — | 75K | 71K | 67K | $3M |
| Canal Capital Management, LLC | 37K | 37K | 37K | 37K | 37K | 37K | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | — | — | 25K | $1M |
| Fiduciary Planning LLC | 27K | 21K | 18K | 16K | 14K | 14K | $687,080 |
| GTS SECURITIES LLC | — | — | — | — | 30K | 13K | $636,617 |
| ZEGA Investments, LLC | — | — | — | 6K | 6K | 6K | $316,360 |
| Meridian Financial Partners LLC | — | — | — | — | 6K | 6K | $287,822 |
| Steigerwald, Gordon & Koch Inc. | — | — | — | — | 6K | 4K | $202,326 |
| UBS Group AG | — | — | — | — | — | 686 | $33,445 |
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 | 13 | 9,330,654 | — | $452M |
| 2025-Q4 | 11 | 9,154,009 | — | $462M |
| 2025-Q3 | 7 | 8,659,141 | — | $419M |
| 2025-Q2 | 8 | 8,332,089 | — | $376M |
| 2025-Q1 | 7 | 7,770,699 | — | $310M |
| 2024-Q4 | 5 | 6,534,343 | — | $271M |
| 2024-Q3 | 5 | 6,282,267 | — | $249M |
| 2024-Q2 | 6 | 6,142,945 | — | $227M |
| 2024-Q1 | 3 | 5,988,240 | — | $218M |
| 2023-Q4 | 4 | 5,899,313 | — | $190M |
| 2023-Q3 | 5 | 5,804,568 | — | $165M |
| 2023-Q2 | 1 | 5,725,876 | — | $166M |
| 2023-Q1 | 2 | 5,503,504 | — | $148M |
| 2022-Q4 | 1 | 5,128,441 | — |
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.
| $136M |
