| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | HANTZ FINANCIAL SERVICES, INC. | 6,217,8606.2M | $191M | — | TRIM -17% |
| 2 | MORGAN STANLEY | 1,578,9801.6M | $48M | — | ADD 25% |
| 3 | Glenview Trust Co | 1,212,1651.2M | $37M | — | ADD 22% |
| 4 | Rockefeller Capital Management L.P. | 898,477898,477 | $28M | — | ADD 31% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 822,259822,259 | $25M | — | ADD 30% |
| 6 | MGO ONE SEVEN LLC | 465,709465,709 | $14M | — | — |
| 7 | OSAIC HOLDINGS, INC. | 381,639381,639 | $12M | — | ADD 9% |
| 8 | STIFEL FINANCIAL CORP | 206,501206,501 | $6M | — | ADD 93% |
| 9 | HighTower Advisors, LLC | 187,221187,221 | $6M | — | NEW |
| 10 | Beacon Bank & Trust | 181,903181,903 | $6M | — | ADD 74% |
| 11 | Integrated Wealth Concepts LLC | 141,706141,706 | $4M | — | ADD 16% |
| 12 | Brooklyn Investment Group | 141,620141,620 | $4M | — | TRIM -16% |
| 13 | Clarendon Private LLC | 138,990138,990 | $4M | — | ADD 69% |
| 14 | CONGRESS ASSET MANAGEMENT CO | 109,277109,277 | $3M | — | ADD 33% |
| 15 | JONES FINANCIAL COMPANIES LLLP | 86,78786,787 | $3M | — | ADD 117% |
| 16 | Portside Wealth Group, LLC | 84,85684,856 | $3M | — | ADD 47% |
| 17 | Gibbs Wealth Management | 61,88561,885 | $2M | — | — |
| 18 | JANE STREET GROUP, LLC | 38,41138,411 | $1M | — | ADD 123% |
| 19 | Apollon Wealth Management, LLC | 34,82834,828 | $1M | — | ADD 10% |
| 20 | DIVERSIFY WEALTH MANAGEMENT, LLC | 33,12233,122 | $1M | — | ADD 100% |
| 21 | Revisor Wealth Management LLC | 16,44716,447 | $505,088 | — | TRIM -22% |
| 22 | NORDEN GROUP LLC | 16,18316,183 | $496,980 | — | TRIM -27% |
| 23 | Orion Porfolio Solutions, LLC | 14,86314,863 | $456,442 | — | ADD 126% |
| 24 | NATIXIS ADVISORS, LLC | 13,66013,660 | $419,000 | — | ADD 19% |
| 25 | GOLDMAN SACHS GROUP INC | 13,04413,044 | $400,581 | — | NEW |
| 26 | LPL Financial LLC | 11,31011,310 | $347,330 | — | NEW |
| 27 | Aptus Capital Advisors, LLC | 9,7969,796 | $300,835 | — | ADD 23% |
| 28 | Financial Network Wealth Advisors LLC | 7,0797,079 | $217,396 | — | TRIM -6% |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,8936,893 | $211,684 | — | TRIM -59% |
| 30 | RAYMOND JAMES FINANCIAL INC | 6,8456,845 | $210,210 | — | NEW |
| 31 | FIFTH THIRD BANCORP | 5,5735,573 | $171,147 | — | NEW |
| 32 | HARBOR INVESTMENT ADVISORY, LLC | 2,6652,665 | $81,827 | — | ADD 19% |
| 33 | JPMORGAN CHASE & CO | 919919 | $27,276 | — | — |
| 34 | ST GERMAIN D J CO INC | 460460 | $14,127 | — | NEW |
| 35 | ROYAL BANK OF CANADA | 400400 | $12,000 | — | NEW |
| 36 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 237237 | $7,278 | — | NEW |
| 37 | UBS Group AG | 237237 | $7,278 | — | TRIM -52% |
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 |
|---|---|---|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. | 6.2M | 6.7M | 7.0M | 7.2M | 7.5M | 6.2M | $191M |
| MORGAN STANLEY | 2K | 6K | 251K | 504K | 1.3M | 1.6M | $48M |
| Glenview Trust Co | 642K | 760K | 901K | 938K | 996K | 1.2M | $37M |
| Rockefeller Capital Management L.P. | — | 50K | 100K | 38K | 686K | 898K | $28M |
| ENVESTNET ASSET MANAGEMENT INC | 22K | 287K | 524K | 553K | 633K | 822K | $25M |
| MGO ONE SEVEN LLC | 292K | 302K | 360K | 409K | 461K | 466K | $14M |
| OSAIC HOLDINGS, INC. | 4K | — | 2K | 316K | 349K | 382K | $12M |
| STIFEL FINANCIAL CORP | — | — | 12K | 51K | 107K | 207K | $6M |
| HighTower Advisors, LLC | — | — | — | — | — | 187K | $6M |
| Beacon Bank & Trust | — | — | — | — | 104K | 182K | $6M |
| Integrated Wealth Concepts LLC | — | — | 96K | 113K | 123K | 142K | $4M |
| Brooklyn Investment Group | — | 940 | 29K | 29K | 168K | 142K | $4M |
| Clarendon Private LLC | 43K | 41K | 62K | 64K | 82K | 139K | $4M |
| CONGRESS ASSET MANAGEMENT CO | 55K | — | 67K | 75K | 82K | 109K | $3M |
| JONES FINANCIAL COMPANIES LLLP | — | — | — | 8K | 40K | 87K | $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 | 37 | 13,150,807 | — | $404M |
| 2025-Q4 | 35 | 12,946,489 | — | $410M |
| 2025-Q3 | 29 | 10,564,601 | — | $352M |
| 2025-Q2 | 28 | 9,917,137 | — | $309M |
| 2025-Q1 | 18 | 8,891,986 | — | $246M |
| 2024-Q4 | 21 | 8,073,598 | — | $242M |
| 2024-Q3 | 16 | 6,368,512 | — | $190M |
| 2024-Q2 | 16 | 5,414,581 | — | $155M |
| 2024-Q1 | 5 | 3,573,022 | — | $108M |
| 2023-Q4 | 3 | 2,001,256 | — | $53M |
| 2023-Q3 | 1 | 40,000 | — | $970,092 |
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.
