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 |
|---|---|---|---|---|---|---|---|
| State Insurance Fund | 2.7M | 2.7M | 2.7M | 2.7M | 2.7M | 2.7M | $216M |
| Wealthspire Advisors, LLC | — | — | 197K | 716K | 760K | 769K | $62M |
| COMMONWEALTH EQUITY SERVICES, LLC | 510K | 530K | 535K | 553K | 550K | 551K | $44M |
| AMERIPRISE FINANCIAL INC | 254K | 337K | 336K | 327K | 315K | 299K | $24M |
| Rossby Financial, LCC | 99K | 135K | 146K | 162K | 174K | 219K | $18M |
| MERCER GLOBAL ADVISORS INC /ADV | — | — | — | 278K | 278K | 215K | $17M |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 275K | 278K | 192K | 193K | 194K | 194K | $16M |
| EP Wealth Advisors, LLC | — | — | — | — | — | 125K | $10M |
| Focus Partners Wealth | 54K | 27K | 27K | 28K | 44K | 112K | $9M |
| RAYMOND JAMES FINANCIAL INC | 112K | 109K | 85K | 91K | 96K | 109K | $9M |
| Joel Adams & Associates, Inc. | — | — | — | 54K | 82K | 98K | $8M |
| North Berkeley Wealth Management, LLC | — | — | — | — | 24K | 85K | $7M |
| CWM, LLC | 137 | 137 | 49K | 65K | 69K | 76K | $6M |
| Sound Portfolio Advisors, LLC | — | — | — | — | 69K | 69K | $5M |
| Modern Wealth Management, LLC | — | — | 22K | 23K | 28K | 62K | $5M |
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 | 74 | 6,556,296 | — | $522M |
| 2025-Q4 | 73 | 6,501,518 | — | $548M |
| 2025-Q3 | 57 | 6,060,306 | — | $496M |
| 2025-Q2 | 50 | 5,044,243 | — | $386M |
| 2025-Q1 | 50 | 5,088,274 | — | $351M |
| 2024-Q4 | 48 | 4,914,060 | — | $360M |
| 2024-Q3 | 34 | 4,174,420 | — | $299M |
| 2024-Q2 | 26 | 4,115,554 | — | $279M |
| 2024-Q1 | 18 | 4,802,685 | — | $315M |
| 2023-Q4 | 14 | 4,280,884 | — | $256M |
| 2023-Q3 | 11 | 1,128,808 | — | $60M |
| 2023-Q2 | 9 | 980,221 | — | $54M |
| 2023-Q1 | 7 | 660,092 | — | $34M |
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.
