| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 450,851450,851 | $5M | — | ADD 3% |
| 2 | Shaker Financial Services, LLC | 216,894216,894 | $2M | — | ADD 18% |
| 3 | LPL Financial LLC | 208,799208,799 | $2M | — | — |
| 4 | PRINCIPAL SECURITIES, INC. | 175,624175,624 | $2M | — | — |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 164,567164,567 | $2M | — | — |
| 6 | Integrated Wealth Concepts LLC | 158,611158,611 | $2M | — | — |
| 7 | GUGGENHEIM CAPITAL LLC | 138,849138,849 | $2M | — | TRIM -19% |
| 8 | Advisors Asset Management, Inc. | 107,376107,376 | $1M | — | — |
| 9 | WOLVERINE ASSET MANAGEMENT LLC | 104,406104,406 | $1M | — | ADD 36% |
| 10 | Prairie Wealth Advisors, Inc. | 00 | $987,611 | — | EXIT |
| 11 | UBS Group AG | 73,06573,065 | $814,675 | — | — |
| 12 | COHEN & STEERS, INC. | 64,45764,457 | $719,000 | — | ADD 13% |
| 13 | Brookstone Capital Management | 48,76048,760 | $543,674 | — | ADD 2% |
| 14 | HARBOUR INVESTMENTS, INC. | 48,02048,020 | $535,423 | — | TRIM -3% |
| 15 | PMG Family Office LLC | 45,69845,698 | $509,533 | — | ADD 5% |
| 16 | Invesco Ltd. | 44,00244,002 | $490,622 | — | ADD 9% |
| 17 | BANK OF AMERICA CORP /DE/ | 38,05038,050 | $424,261 | — | ADD 2% |
| 18 | ROYAL BANK OF CANADA | 25,00825,008 | $279,000 | — | TRIM -5% |
| 19 | OSAIC HOLDINGS, INC. | 23,70823,708 | $264,366 | — | TRIM -14% |
| 20 | Kestra Advisory Services, LLC | 22,65222,652 | $252,567 | — | ADD 33% |
| 21 | STIFEL FINANCIAL CORP | 22,53322,533 | $251,247 | — | ADD 12% |
| 22 | Gilliland Jeter Wealth Management LLC | 20,57620,576 | $229,422 | — | — |
| 23 | Logan Stone Capital, LLC | 19,10319,103 | $212,998 | — | NEW |
| 24 | Retirement Planning Group, LLC | 18,08318,083 | $201,625 | — | ADD 61% |
| 25 | RAYMOND JAMES FINANCIAL INC | 16,72516,725 | $186,487 | — | NEW |
| 26 | Cambridge Investment Research Advisors, Inc. | 12,34912,349 | $138,000 | — | — |
| 27 | WELLS FARGO & COMPANY/MN | 11,32811,328 | $126,309 | — | ADD 88% |
| 28 | CAPTRUST FINANCIAL ADVISORS | 10,77710,777 | $120,161 | — | NEW |
| 29 | Steward Partners Investment Advisory, LLC | 10,70910,709 | $119,401 | — | ADD 13% |
| 30 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7,0667,066 | $78,786 | — | NEW |
| 31 | FIFTH THIRD BANCORP | 5,6435,643 | $62,919 | — | NEW |
| 32 | Allworth Financial LP | 5,0005,000 | $55,750 | — | TRIM -17% |
| 33 | NBC SECURITIES, INC. | 4,5244,524 | $50,442 | — | — |
| 34 | CoreCap Advisors, LLC | 4,2754,275 | $47,666 | — | TRIM -24% |
| 35 | CWM, LLC | 2,8152,815 | $31,387 | — | ADD 48% |
| 36 | Colonial Trust Co / SC | 2,0462,046 | $21,974 | — | NEW |
| 37 | Western Wealth Management, LLC | 1,6501,650 | $18,398 | — | NEW |
| 38 | NewEdge Advisors, LLC | 13,20013,200 | $13,200 | — | TRIM -19% |
| 39 | HIGHLINE WEALTH PARTNERS LLC | 250250 | $2,788 | — | NEW |
| 40 | AMERIFLEX GROUP, INC. | 200200 | $2,230 | — | — |
| 41 | Golden State Wealth Management, LLC | 5555 | $620 | — | — |
| 42 | HUNTINGTON NATIONAL BANK | 11 | $11 | — | — |
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 | 381K | 375K | 400K | 425K | 436K | 451K | $5M |
| Shaker Financial Services, LLC | 113K | 200K | 159K | 214K | 183K | 217K | $2M |
| LPL Financial LLC | 227K | 232K | 242K | 226K | 213K | 209K | $2M |
| PRINCIPAL SECURITIES, INC. | 176K | 176K | 179K | 181K | 176K | 176K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 157K | 157K | 161K | 166K | 163K | 165K | $2M |
| Integrated Wealth Concepts LLC | — | — | — | 172K | 159K | 159K | $2M |
| GUGGENHEIM CAPITAL LLC | 251K | 203K | 186K | 169K | 172K | 139K | $2M |
| Advisors Asset Management, Inc. | — | 22K | 102K | 111K | 107K | 107K | $1M |
| WOLVERINE ASSET MANAGEMENT LLC | — | 67K | 91K | 91K | 77K | 104K | $1M |
| Prairie Wealth Advisors, Inc. | 78K | 84K | 87K | 89K | 0 | 0 | $987,611 |
| UBS Group AG | 91K | 93K | 94K | 85K | 73K | 73K | $814,675 |
| COHEN & STEERS, INC. | — | — | — | 30K | 57K | 64K | $719,000 |
| Brookstone Capital Management | 20K | 36K | 40K | 45K | 48K | 49K | $543,674 |
| HARBOUR INVESTMENTS, INC. | 54K | 56K | 53K | 52K | 50K | 48K | $535,423 |
| PMG Family Office LLC | — | — | — | 45K | 43K | 46K | $509,533 |
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 | 42 | 2,348,305 | — | $27M |
| 2025-Q4 | 39 | 2,257,521 | — | $27M |
| 2025-Q3 | 39 | 2,359,444 | — | $28M |
| 2025-Q2 | 39 | 2,291,415 | — | $27M |
| 2025-Q1 | 37 | 2,135,307 | — | $22M |
| 2024-Q4 | 36 | 1,990,981 |
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.
| — |
| $23M |
| 2024-Q3 | 31 | 1,778,190 | — | $21M |
| 2024-Q2 | 30 | 1,640,182 | — | $18M |
| 2024-Q1 | 30 | 2,352,490 | — | $24M |
| 2023-Q4 | 33 | 1,941,208 | — | $18M |
| 2023-Q3 | 31 | 1,279,953 | — | $11M |
| 2023-Q2 | 29 | 1,202,424 | — | $12M |
| 2023-Q1 | 31 | 1,279,278 | — | $12M |
| 2022-Q4 | 27 | 1,145,175 | — | $10M |
| 2022-Q3 | 24 | 995,316 | — | $10M |
| 2022-Q2 | 29 | 981,443 | — | $10M |
| 2022-Q1 | 24 | 878,315 | — | $13M |
| 2021-Q4 | 26 | 866,179 | — | $13M |
| 2021-Q3 | 19 | 782,718 | — | $12M |
| 2021-Q2 | 19 | 799,414 | — | $13M |
| 2021-Q1 | 20 | 712,102 | — | $11M |
| 2020-Q4 | 23 | 769,896 | — | $11M |
| 2020-Q3 | 20 | 826,874 | — | $10M |
| 2020-Q2 | 20 | 827,862 | — | $9M |
| 2020-Q1 | 16 | 800,670 | — | $7M |
| 2019-Q4 | 20 | 790,289 | — | $11M |
| 2019-Q3 | 23 | 798,615 | — | $10M |
| 2019-Q2 | 21 | 732,922 | — | $9M |
| 2019-Q1 | 22 | 665,129 | — | $8M |
| 2018-Q4 | 26 | 847,760 | — | $9M |
| 2018-Q3 | 21 | 946,283 | — | $13M |
| 2018-Q2 | 20 | 983,113 | — | $14M |
| 2018-Q1 | 18 | 1,149,719 | — | $17M |
| 2017-Q4 | 14 | 1,127,467 | — | $17M |
| 2017-Q3 | 17 | 1,229,553 | — | $17M |
| 2017-Q2 | 20 | 1,294,428 | — | $17M |
| 2017-Q1 | 20 | 1,478,029 | — | $18M |
| 2016-Q4 | 26 | 1,969,968 | — | $21M |
| 2016-Q3 | 24 | 1,822,425 | — | $21M |
| 2016-Q2 | 25 | 1,943,570 | — | $21M |
| 2016-Q1 | 26 | 1,559,372 | — | $17M |
| 2015-Q4 | 33 | 1,834,376 | — | $21M |
| 2015-Q3 | 23 | 1,223,294 | — | $14M |
| 2015-Q2 | 20 | 1,122,265 | — | $15M |
| 2015-Q1 | 18 | 1,010,869 | — | $14M |
| 2014-Q4 | 23 | 949,359 | — | $13M |
| 2014-Q3 | 21 | 919,399 | — | $13M |
| 2014-Q2 | 21 | 850,738 | — | $13M |
| 2014-Q1 | 22 | 853,800 | — | $13M |
| 2013-Q4 | 22 | 896,856 | — | $13M |
| 2013-Q3 | 19 | 1,004,696 | — | $14M |
| 2013-Q2 | 18 | 999,336 | — | $13M |
| 2013-Q1 | 1 | 696 | — | $9,000 |
