| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 464,271464,271 | $12M | — | ADD 6% |
| 2 | LPL Financial LLC | 421,922421,922 | $10M | — | TRIM -3% |
| 3 | Stratos Wealth Advisors, LLC | 238,650238,650 | $6M | — | ADD 45% |
| 4 | WELLS FARGO & COMPANY/MN | 237,129237,129 | $6M | — | — |
| 5 | Atlantic Union Bankshares Corp | 226,065226,065 | $6M | — | ADD 11% |
| 6 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 212,666212,666 | $5M | — | ADD 95% |
| 7 | BANK OF AMERICA CORP /DE/ | 198,668198,668 | $5M | — | ADD 46% |
| 8 | Invesco Ltd. | 169,437169,437 | $4M | — | — |
| 9 | PRECEDENT WEALTH PARTNERS, LLC | 161,355161,355 | $4M | — | ADD 8% |
| 10 | RAYMOND JAMES FINANCIAL INC | 145,942145,942 | $4M | — | ADD 6% |
| 11 | UBS Group AG | 138,713138,713 | $3M | — | ADD 327% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 117,176117,176 | $3M | — | ADD 82% |
| 13 | Hills Bank & Trust Co | 115,584115,584 | $3M | — | ADD 5% |
| 14 | MONECO ADVISORS, LLC | 114,289114,289 | $3M | — | ADD 22% |
| 15 | Envision Financial Planning, LLC | 112,884112,884 | $3M | — | ADD 5% |
| 16 | Kestra Advisory Services, LLC | 108,408108,408 | $3M | — | ADD 11% |
| 17 | Lido Advisors, LLC | 107,600107,600 | $3M | — | ADD 8% |
| 18 | HighTower Advisors, LLC | 106,184106,184 | $3M | — | ADD 94% |
| 19 | AMERIPRISE FINANCIAL INC | 90,19790,197 | $2M | — | ADD 32% |
| 20 | Legacy Private Trust Co. | 69,77069,770 | $2M | — | ADD 168% |
| 21 | Clark Asset Management, LLC | 69,30769,307 | $2M | — | ADD 47% |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 65,51165,511 | $2M | — | ADD 14% |
| 23 | STIFEL FINANCIAL CORP | 58,05158,051 | $1M | — | ADD 36% |
| 24 | Key Financial Inc | 49,40349,403 | $1M | — | ADD 28% |
| 25 | OSAIC HOLDINGS, INC. | 48,74248,742 | $1M | — | ADD 56% |
| 26 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 45,27645,276 | $1M | — | ADD 44% |
| 27 | Equitable Holdings, Inc. | 43,87043,870 | $1M | — | ADD 6% |
| 28 | MML INVESTORS SERVICES, LLC | 41,73041,730 | $1M | — | TRIM -13% |
| 29 | VestGen Advisors, LLC | 39,86839,868 | $996,412 | — | TRIM -5% |
| 30 | FLOW TRADERS U.S. LLC | 40,00540,005 | $994,000 | — | — |
| 31 | JONES FINANCIAL COMPANIES LLLP | 31,22131,221 | $773,094 | — | ADD 17% |
| 32 | Marietta Wealth Management, LLC | 28,60028,600 | $710,819 | — | — |
| 33 | Integrated Wealth Concepts LLC | 26,64826,648 | $662,303 | — | ADD 6% |
| 34 | Sequoia Financial Advisors, LLC | 24,94524,945 | $619,979 | — | TRIM -20% |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 24,82724,827 | $617,030 | — | TRIM -30% |
| 36 | Addison Advisors LLC | 22,29922,299 | $554,215 | — | — |
| 37 | JANE STREET GROUP, LLC | 19,68719,687 | $489,297 | — | TRIM -77% |
| 38 | Summit Trail Advisors, LLC | 18,57318,573 | $461,610 | — | TRIM -42% |
| 39 | Asset Dedication, LLC | 18,16118,161 | $451,370 | — | TRIM -54% |
| 40 | Jacobi Capital Management LLC | 16,88616,886 | $419,674 | — | — |
| 41 | Invariant Investment Management | 16,18716,187 | $406,383 | — | — |
| 42 | CAPTRUST FINANCIAL ADVISORS | 16,01416,014 | $398,005 | — | TRIM -5% |
| 43 | ROYAL BANK OF CANADA | 14,38814,388 | $358,000 | — | ADD 15% |
| 44 | Bill Few Associates, Inc. | 12,15712,157 | $302,148 | — | — |
| 45 | HARBOUR INVESTMENTS, INC. | 12,03612,036 | $299,140 | — | — |
| 46 | Beacon Pointe Advisors, LLC | 10,02710,027 | $249,210 | — | ADD 9% |
| 47 | Cambridge Financial Group, LLC | 9,7159,715 | $241,455 | — | — |
| 48 | LEAVELL INVESTMENT MANAGEMENT, INC. | 9,3659,365 | $232,756 | — | NEW |
| 49 | INDEPENDENT FINANCIAL GROUP, LLC | 9,0009,000 | $223,684 | — | — |
| 50 | Opulen Financial Group LLC | 8,9208,920 | $221,702 | — | — |
| 51 | COOKSON PEIRCE & CO INC | 8,2088,208 | $204,000 | — | — |
| 52 | Crews Bank & Trust | 7,8507,850 | $195,102 | — | — |
| 53 | First Command Advisory Services, Inc. | 6,0476,047 | $150,291 | — | — |
| 54 | Ascentis Independent Advisors | 5,6505,650 | $140,423 | — | NEW |
| 55 | Larson Financial Group LLC | 5,0865,086 | $126,406 | — | — |
| 56 | Aptus Capital Advisors, LLC | 5,0495,049 | $125,487 | — | — |
| 57 | FIFTH THIRD BANCORP | 2,8852,885 | $71,703 | — | NEW |
| 58 | Capital Analysts, LLC | 1,8121,812 | $45,000 | — | — |
| 59 | NorthAvenue LLC | 1,4511,451 | $36,063 | — | — |
| 60 | GILL CAPITAL PARTNERS, LLC | 940940 | $23,363 | — | NEW |
| 61 | PNC FINANCIAL SERVICES GROUP, INC. | 685685 | $17,020 | — | ADD 125% |
| 62 | IFP Advisors, Inc | 224224 | $5,567 | — | NEW |
| 63 | Root Financial Partners, LLC | 132132 | $3,281 | — | NEW |
| 64 | FMR LLC | 33 | $64 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 311K | 315K | 304K | 317K | 438K | 464K | $12M |
| LPL Financial LLC | 304K | 415K | 398K | 442K | 437K | 422K | $10M |
| Stratos Wealth Advisors, LLC | 24K | 33K | 96K | 137K | 164K | 239K | $6M |
| WELLS FARGO & COMPANY/MN | 310K | 259K | 216K | 221K | 241K | 237K | $6M |
| Atlantic Union Bankshares Corp | 219K | 246K | 276K | 296K | 204K | 226K | $6M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 12K | 127K | 124K | 52K | 109K | 213K | $5M |
| BANK OF AMERICA CORP /DE/ | 110K | 123K | 137K | 124K | 136K | 199K | $5M |
| Invesco Ltd. | 68K | 75K | 73K | 75K | 172K | 169K | $4M |
| PRECEDENT WEALTH PARTNERS, LLC | 64K | 104K | 117K | 137K | 150K | 161K | $4M |
| RAYMOND JAMES FINANCIAL INC | 77K | 82K | 101K | 113K | 138K | 146K | $4M |
| UBS Group AG | 7K | 7K | 11K | 20K | 32K | 139K | $3M |
| ENVESTNET ASSET MANAGEMENT INC | 45K | 50K | 34K | 31K | 64K | 117K | $3M |
| Hills Bank & Trust Co | — | — | — | 33K | 110K | 116K | $3M |
| MONECO ADVISORS, LLC | — | — | 16K | 23K | 94K | 114K | $3M |
| Envision Financial Planning, LLC | 167K | 170K | 55K | 107K | 108K | 113K | $3M |
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 | 64 | 4,454,351 | — | $111M |
| 2025-Q4 | 67 | 3,995,607 | — | $100M |
| 2025-Q3 | 61 | 3,254,010 | — | $81M |
| 2025-Q2 | 53 | 2,945,994 | — | $72M |
| 2025-Q1 | 56 | 2,890,551 | — | $71M |
| 2024-Q4 | 53 | 2,622,512 | — | $66M |
| 2024-Q3 | 44 | 2,100,354 | — | $54M |
| 2024-Q2 | 41 | 1,882,367 | — | $47M |
| 2024-Q1 | 32 | 2,256,694 | — | $58M |
| 2023-Q4 | 29 | 1,790,354 | — | $47M |
| 2023-Q3 | 15 | 931,330 | — | $22M |
| 2023-Q2 | 10 | 217,211 | — | $6M |
| 2023-Q1 | 2 | 177,077 | — | $5M |
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.
