| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Visionary Wealth Advisors | 784,811784,811 | $7M | 7.92% | ADD 3% |
| 2 | BlackRock, Inc. | 369,177369,177 | $3M | 3.72% | — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 360,053360,053 | $3M | 3.63% | TRIM -3% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 354,430354,430 | $3M | 3.58% | NEW† |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 277,426277,426 | $2M | 2.80% | TRIM -3% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 176,032176,032 | $2M | 1.78% | ADD 8% |
| 7 | Farther Finance Advisors, LLC | 101,277101,277 | $822,369 | 1.02% | NEW |
| 8 | STATE STREET CORP | 74,28974,289 | $642,600 | 0.75% | — |
| 9 | NORTHERN TRUST CORP | 67,45267,452 | $583,461 | 0.68% | TRIM -3% |
| 10 | Bank of New York Mellon Corp | 57,99457,994 | $501,648 | 0.59% | — |
| 11 | VANGUARD FIDUCIARY TRUST CO | 46,40946,409 | $401,438 | 0.47% | NEW |
| 12 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 46,14546,145 | $399,154 | 0.47% | — |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 41,48141,481 | $358,811 | 0.42% | NEW |
| 14 | SEGALL BRYANT & HAMILL, LLC | 38,44838,448 | $332,575 | 0.39% | — |
| 15 | JPMORGAN CHASE & CO | 25,67125,671 | $207,679 | 0.26% | TRIM -5% |
| 16 | Integrated Wealth Concepts LLC | 23,56123,561 | $203,801 | 0.24% | — |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19,24219,242 | $166,443 | 0.19% | TRIM -17% |
| 18 | CITADEL ADVISORS LLC | 15,44015,440 | $133,556 | 0.16% | NEW |
| 19 | NAVELLIER & ASSOCIATES INC | 10,00010,000 | $86,500 | 0.10% | — |
| 20 | NEW YORK STATE COMMON RETIREMENT FUND | 6,7006,700 | $57,955 | 0.07% | — |
| 21 | MORGAN STANLEY | 6,2346,234 | $53,931 | 0.06% | TRIM -43% |
| 22 | DEUTSCHE BANK AG\ | 6,2206,220 | $53,803 | 0.06% | — |
| 23 | RHUMBLINE ADVISERS | 4,4624,462 | $38,591 | 0.05% | TRIM -5% |
| 24 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,4343,434 | $29,704 | 0.03% | ADD 2% |
| 25 | FMR LLC | 3,3353,335 | $28,848 | 0.03% | ADD 325% |
| 26 | Vanguard Global Advisers, LLC | 3,2463,246 | $28,078 | 0.03% | NEW |
| 27 | ROYAL BANK OF CANADA | 2,8922,892 | $25,000 | 0.03% | ADD 6% |
| 28 | Tower Research Capital LLC (TRC) | 2,7742,774 | $23,995 | 0.03% | ADD 245% |
| 29 | WELLS FARGO & COMPANY/MN | 2,5342,534 | $21,920 | 0.03% | TRIM -67% |
| 30 | Police & Firemen's Retirement System of New Jersey | 2,5332,533 | $21,910 | 0.03% | — |
| 31 | BNP PARIBAS FINANCIAL MARKETS | 2,0262,026 | $17,525 | 0.02% | — |
| 32 | UBS Group AG | 1,7551,755 | $15,181 | 0.02% | TRIM -37% |
| 33 | BARCLAYS PLC | 1,4361,436 | $12,422 | 0.01% | TRIM -87% |
| 34 | Ameritas Investment Partners, Inc. | 708708 | $6,124 | 0.01% | — |
| 35 | Legal & General Group Plc | 628628 | $5,432 | 0.01% | TRIM -16% |
| 36 | GAMMA Investing LLC | 626626 | $5,415 | 0.01% | NEW |
| 37 | Russell Investments Group, Ltd. | 575575 | $4,973 | 0.01% | TRIM -3% |
| 38 | CWM, LLC | 466466 | $4,031 | 0.00% | ADD 3007% |
| 39 | CITIGROUP INC | 358358 | $3,096 | 0.00% | TRIM -92% |
| 40 | Sterling Capital Management LLC | 7272 | $623 | 0.00% | TRIM -33% |
| 41 | EverSource Wealth Advisors, LLC | 2020 | $172 | 0.00% | ADD 1900% |
| 42 | SBI Securities Co., Ltd. | 1414 | $121 | 0.00% | — |
| 43 | Allworth Financial LP | 1111 | $96 | 0.00% | NEW |
| 44 | Essential Partners LLC | 88 | $69 | 0.00% | ADD 700% |
| 45 | MAI Capital Management | 22 | $18 | 0.00% | NEW |
| 46 | ROTHSCHILD INVESTMENT LLC | 11 | $9 | 0.00% | NEW |
| 47 | IFP Advisors, Inc | 11 | $9 | 0.00% | NEW |
† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.
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 |
|---|---|---|---|---|---|---|---|
| Visionary Wealth Advisors | 767K | 700K | 740K | 747K | 765K | 785K | $7M |
| BlackRock, Inc. | 39K | 40K | 287K | 335K | 374K | 369K | $3M |
| DIMENSIONAL FUND ADVISORS LP | 489K | 420K | 399K | 378K | 370K | 360K | $3M |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 354K | $3M |
| RENAISSANCE TECHNOLOGIES LLC | 339K | 304K | 304K | 307K | 286K | 277K | $2M |
| GEODE CAPITAL MANAGEMENT, LLC | 72K | 74K | 158K | 161K | 163K | 176K | $2M |
| Farther Finance Advisors, LLC | — | — | — | — | — | 101K | $822,369 |
| STATE STREET CORP | 26K | 26K | 64K | 73K | 73K | 74K | $642,600 |
| NORTHERN TRUST CORP | 39K | 38K | 77K | 72K | 70K | 67K | $583,461 |
| Bank of New York Mellon Corp | 69K | 67K | 82K | 84K | 58K | 58K | $501,648 |
| VANGUARD FIDUCIARY TRUST CO | — | — | — | — | — | 46K | $401,438 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 61K | 46K | 46K | 46K | 46K | 46K | $399,154 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | — | — | — | — | — | 41K | $358,811 |
| SEGALL BRYANT & HAMILL, LLC | — | — | — | 19K | 38K | 38K | $332,575 |
| JPMORGAN CHASE & CO | 23K | 23K | 26K | 51K | 27K | 26K | $207,679 |
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.
Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding divides each quarter's as-filed 13F shares by the SEC cover-page share count dated to that same quarter (split-adjusted), not by today's count — so splits and buybacks don't move the line.
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | +354,430 | $3M | OPEN |
| Farther Finance Advisors, LLC | +101,277 | $876,046 | OPEN |
| VANGUARD FIDUCIARY TRUST CO | +46,409 | $401,438 | OPEN |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +41,481 | $358,811 | OPEN |
| Visionary Wealth Advisors | +19,923 | $172,334 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −445,458 | $4M | CLOSE |
| DIMENSIONAL FUND ADVISORS LP | −9,495 | $82,132 | TRIM |
| BARCLAYS PLC | −9,402 | $81,327 | TRIM |
| RENAISSANCE TECHNOLOGIES LLC | −8,700 | $75,255 | TRIM |
| OSAIC HOLDINGS, INC. | −7,000 | $60,550 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 47 | 2,942,409 | 29.7% | $25M |
| 2025-Q4 | 43 | 2,858,629 | 28.9% | $36M |
| 2025-Q3 | 48 | 2,907,541 | 29.5% | $34M |
| 2025-Q2 | 41 | 2,920,207 | 29.6% | $38M |
| 2025-Q1 | 35 | 2,669,900 | 27.0% | $41M |
| 2024-Q4 | 35 | 2,787,316 | 28.2% | $45M |
| 2024-Q3 | 32 | 2,729,815 | 28.0% | $36M |
| 2024-Q2 | 30 | 2,777,683 | 28.5% | $41M |
| 2024-Q1 | 35 | 2,879,187 | 29.6% | $53M |
| 2023-Q4 | 25 | 1,319,096 | 27.9% | $26M |
| 2023-Q3 | 23 | 1,270,280 | 26.9% | $22M |
| 2023-Q2 | 18 | 1,151,700 | 24.4% | $14M |
| 2023-Q1 | 17 | 1,144,916 | 24.5% | $16M |
| 2022-Q4 | 19 | 1,112,637 | 24.4% | $8M |
| 2022-Q3 | 19 | 1,128,088 | 24.8% | $8M |
| 2022-Q2 | 17 | 1,102,356 | 24.3% | $10M |
| 2022-Q1 | 16 | 1,099,326 | 24.3% | $9M |
| 2021-Q4 | 17 | 1,100,987 | 25.1% | $10M |
| 2021-Q3 | 15 | 1,109,805 | 25.4% | $10M |
| 2021-Q2 | 15 | 1,119,663 | 25.5% | $12M |
| 2021-Q1 | 16 | 1,202,121 | 27.5% | $10M |
| 2020-Q4 | 16 | 1,185,823 | 27.7% | $9M |
| 2020-Q3 | 17 | 1,242,288 | 29.0% | $11M |
| 2020-Q2 | 18 | 1,253,198 | 29.5% | $10M |
| 2020-Q1 | 21 | 1,273,191 | 30.0% | $9M |
| 2019-Q4 | 17 | 1,235,592 | 29.7% | $16M |
| 2019-Q3 | 19 | 1,033,665 | 24.9% | $14M |
| 2019-Q2 | 12 | 1,009,250 | 24.4% | $15M |
| 2019-Q1 | 14 | 1,018,229 | 24.7% | $11M |
| 2018-Q4 | 14 | 1,024,086 | 25.5% | $10M |
| 2018-Q3 | 19 | 1,050,818 | 26.2% | $14M |
| 2018-Q2 | 16 | 1,076,998 | 26.9% | $11M |
| 2018-Q1 | 20 | 1,061,760 | 26.7% | $11M |
| 2017-Q4 | 16 | 1,002,055 | 25.5% | $16M |
| 2017-Q3 | 16 | 1,003,457 | 25.6% | $11M |
| 2017-Q2 | 17 | 1,042,963 | 26.6% | $11M |
| 2017-Q1 | 19 | 1,072,832 | 27.5% | $11M |
| 2016-Q4 | 20 | 1,044,526 | 27.3% | $11M |
| 2016-Q3 | 19 | 894,887 | 23.5% | $9M |
| 2016-Q2 | 16 | 844,138 | 22.2% | $7M |
| 2016-Q1 | 15 | 832,271 | 22.6% | $5M |
| 2015-Q4 | 13 | 807,025 | 22.3% | $6M |
| 2015-Q3 | 8 | 780,111 | 21.2% | $4M |
| 2015-Q2 | 11 | 778,398 | 21.2% | $5M |
| 2015-Q1 | 11 | 793,280 | 21.7% | $5M |
| 2014-Q4 | 11 | 792,767 | 21.9% | $6M |
| 2014-Q3 | 10 | 777,165 | 21.5% | $6M |
| 2014-Q2 | 13 | 780,133 | 21.7% | $5M |
| 2014-Q1 | 13 | 791,611 | 22.2% | $6M |
| 2013-Q4 | 13 | 788,544 | 22.1% | $6M |
| 2013-Q3 | 14 | 933,013 | 26.7% | $7M |
| 2013-Q2 | 16 | 1,114,185 | 32.3% | $10M |
| 2013-Q1 | 1 | 34,600 | 1.0% | $221,000 |
