| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1,849,7271.8M | $47M | — | ADD 90% |
| 2 | Composition Wealth, LLC | 1,447,1791.4M | $37M | — | ADD 4% |
| 3 | Kestra Investment Management, LLC | 1,256,0141.3M | $32M | — | ADD 299% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 1,135,6511.1M | $29M | — | ADD 99% |
| 5 | HighTower Advisors, LLC | 585,581585,581 | $15M | — | ADD 58% |
| 6 | Orion Porfolio Solutions, LLC | 502,461502,461 | $13M | — | TRIM -4% |
| 7 | Merit Financial Group, LLC | 365,656365,656 | $9M | — | ADD 5% |
| 8 | Janney Montgomery Scott LLC | 257,602257,602 | $7M | — | ADD 92% |
| 9 | BENJAMIN EDWARDS INC | 236,980236,980 | $6M | — | ADD 292% |
| 10 | ASSETMARK, INC | 110,827110,827 | $3M | — | ADD 44% |
| 11 | ROYAL BANK OF CANADA | 108,697108,697 | $3M | — | ADD 8% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 103,732103,732 | $3M | — | ADD 12% |
| 13 | OSAIC HOLDINGS, INC. | 102,675102,675 | $3M | — | ADD 32% |
| 14 | SEI INVESTMENTS CO | 89,34889,348 | $2M | — | ADD 30% |
| 15 | Cetera Investment Advisers | 86,45086,450 | $2M | — | ADD 80% |
| 16 | Sigma Planning Corp | 62,20862,208 | $2M | — | ADD 17% |
| 17 | HARBOUR INVESTMENTS, INC. | 61,66361,663 | $2M | — | ADD 75% |
| 18 | Capital International Investors | 60,31660,316 | $2M | — | TRIM -33% |
| 19 | Valmark Advisers, Inc. | 59,48959,489 | $2M | — | ADD 46% |
| 20 | MML INVESTORS SERVICES, LLC | 46,29346,293 | $1M | — | ADD 41% |
| 21 | JANE STREET GROUP, LLC | 43,50843,508 | $1M | — | NEW |
| 22 | Cambridge Investment Research Advisors, Inc. | 39,01339,013 | $985,000 | — | NEW |
| 23 | STIFEL FINANCIAL CORP | 37,28337,283 | $940,838 | — | NEW |
| 24 | Tempus Wealth Planning, LLC | 28,48228,482 | $718,749 | — | ADD 2% |
| 25 | CITADEL ADVISORS LLC | 28,24328,243 | $712,712 | — | NEW |
| 26 | Farther Finance Advisors, LLC | 24,45424,454 | $615,752 | — | NEW |
| 27 | &PARTNERS | 24,28524,285 | $612,820 | — | ADD 75% |
| 28 | D.A. DAVIDSON & CO. | 23,56123,561 | $594,562 | — | NEW |
| 29 | Kestra Advisory Services, LLC | 22,22622,226 | $560,876 | — | ADD 73% |
| 30 | Dynamic Advisor Solutions LLC | 21,01821,018 | $530,398 | — | ADD 14% |
| 31 | RFG Advisory, LLC | 17,65517,655 | $445,524 | — | ADD 10% |
| 32 | Security Financial Services, INC. | 16,66416,664 | $420,516 | — | ADD 24% |
| 33 | RAYMOND JAMES FINANCIAL INC | 14,28814,288 | $360,558 | — | ADD 41% |
| 34 | Cullen/Frost Bankers, Inc. | 12,79512,795 | $322,881 | — | TRIM -2% |
| 35 | Peterson Wealth Advisors, LLC | 12,66912,669 | $319,696 | — | TRIM -2% |
| 36 | Koshinski Asset Management, Inc. | 11,88411,884 | $299,893 | — | ADD 14% |
| 37 | Bank of New York Mellon Corp | 11,76111,761 | $296,784 | — | NEW |
| 38 | PFG Advisors | 11,39811,398 | $287,629 | — | ADD 22% |
| 39 | Marion Wealth Management | 10,67210,672 | $269,308 | — | — |
| 40 | DIVERSIFY WEALTH MANAGEMENT, LLC | 10,39810,398 | $261,827 | — | NEW |
| 41 | Mariner, LLC | 8,6808,680 | $219,040 | — | ADD 10% |
| 42 | Capital Analysts, LLC | 8,5118,511 | $215,000 | — | ADD 13852% |
| 43 | FIFTH THIRD BANCORP | 8,3898,389 | $211,696 | — | NEW |
| 44 | J. Derek Lewis & Associates Inc. | 8,2708,270 | $208,686 | — | NEW |
| 45 | PROTECTIVE LIFE CORP | 6,3396,339 | $159,965 | — | NEW |
| 46 | Geneos Wealth Management Inc. | 4,7814,781 | $120,666 | — | ADD 100% |
| 47 | Advisory Services Network, LLC | 2,3702,370 | $59,807 | — | NEW |
| 48 | Smartleaf Asset Management LLC | 2,2342,234 | $55,957 | — | NEW |
| 49 | UBS Group AG | 1,9771,977 | $49,890 | — | NEW |
| 50 | CWM, LLC | 1,9321,932 | $48,754 | — | NEW |
| 51 | HAZLETT, BURT & WATSON, INC. | 482482 | $12,000 | — | ADD 20% |
| 52 | Capital Investment Advisory Services, LLC | 384384 | $9,690 | — | NEW |
| 53 | Financial Life Planners | 8484 | $2,124 | — | NEW |
| 54 | CENTRAL TRUST Co | 8484 | $2,120 | — | — |
| 55 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3636 | $908 | — | NEW |
| 56 | Vision Retirement, LLC | 3434 | $858 | — | 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 |
|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | — | — | — | 184K | 975K | 1.8M | $47M |
| Composition Wealth, LLC | — | — | — | — | 1.4M | 1.4M | $37M |
| Kestra Investment Management, LLC | — | — | — | — | 315K | 1.3M | $32M |
| ENVESTNET ASSET MANAGEMENT INC | — | 8K | 69K | 149K | 572K | 1.1M | $29M |
| HighTower Advisors, LLC | — | — | — | — | 370K | 586K | $15M |
| Orion Porfolio Solutions, LLC | — | — | — | 531K | 525K | 502K | $13M |
| Merit Financial Group, LLC | — | — | — | 328K | 348K | 366K | $9M |
| Janney Montgomery Scott LLC | — | — | 17K | 62K | 134K | 258K | $7M |
| BENJAMIN EDWARDS INC | — | — | — | 18K | 60K | 237K | $6M |
| ASSETMARK, INC | — | — | 6K | 39K | 77K | 111K | $3M |
| ROYAL BANK OF CANADA | 158 | 67K | 134K | 90K | 100K | 109K | $3M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | 32K | 64K | 93K | 104K | $3M |
| OSAIC HOLDINGS, INC. | 250 | 642 | 14K | 48K | 77K | 103K | $3M |
| SEI INVESTMENTS CO | — | — | 19K | 43K | 69K | 89K | $2M |
| Cetera Investment Advisers | — | — | — | 19K | 48K | 86K | $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 | 56 | 9,005,393 | — | $227M |
| 2025-Q4 | 44 | 5,680,818 | — | $144M |
| 2025-Q3 | 28 | 2,168,897 | — | $55M |
| 2025-Q2 | 22 | 1,907,429 | — | $48M |
| 2025-Q1 | 9 | 1,785,343 | — | $45M |
| 2024-Q4 | 8 | 1,862,903 | — | $47M |
| 2024-Q3 | 5 | 1,910,415 | — | $49M |
| 2024-Q2 | 1 | 1,920,000 | — | $48M |
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.
