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 |
|---|---|---|---|---|---|---|---|
| First Pacific Financial | 176K | 189K | 215K | 229K | 243K | 250K | $16M |
| MORGAN STANLEY | 385K | 357K | 356K | 331K | 245K | 180K | $12M |
| Financial Engines Advisors L.L.C. | 101K | 104K | 97K | 101K | 111K | 114K | $7M |
| EP Wealth Advisors, LLC | — | — | — | — | — | 110K | $7M |
| North Berkeley Wealth Management, LLC | — | — | — | — | 10K | 38K | $2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | — | — | 27K | 29K | 33K | 33K | $2M |
| NATURAL INVESTMENTS, LLC | 7K | 6K | 6K | — | 22K | 31K | $2M |
| Joel Adams & Associates, Inc. | — | — | — | 23K | 25K | 26K | $2M |
| Ameritas Investment Partners, Inc. | — | — | 21K | 21K | 22K | 22K | $1M |
| CWM, LLC | 4K | 4K | 16K | 19K | 20K | 20K | $1M |
| Dynamic Advisor Solutions LLC | — | — | — | — | 15K | 16K | $998,281 |
| Sandbox Financial Partners, LLC | 6K | 6K | 6K | 7K | 6K | 15K | $972,200 |
| COMMONWEALTH EQUITY SERVICES, LLC | 6K | 7K | 8K | 11K | 14K | 12K | $796,940 |
| Creative Planning | 10K | 10K | 10K | 10K | 12K | 12K | $757,101 |
| Mason & Associates Inc | — | — | — | — | 11K | 11K | $713,821 |
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 | 44 | 980,841 | — | $63M |
| 2025-Q4 | 43 | 1,042,704 | — | $67M |
| 2025-Q3 | 34 | 1,000,426 | — | $64M |
| 2025-Q2 | 32 | 980,274 | — | $60M |
| 2025-Q1 | 32 | 950,893 | — | $54M |
| 2024-Q4 | 23 | 954,012 | — | $57M |
| 2024-Q3 | 18 | 848,635 | — | $51M |
| 2024-Q2 | 14 | 830,649 | — | $46M |
| 2024-Q1 | 13 | 1,609,329 | — | $93M |
| 2023-Q4 | 10 | 1,039,325 | — | $56M |
| 2023-Q3 | 4 | 418,948 | — | $20M |
| 2023-Q2 | 3 | 407,688 | — | $21M |
| 2023-Q1 | 2 | 400,040 | — | $20M |
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.
