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 | 3.0M | 2.2M | 2.1M | 2.2M | 2.2M | 2.2M | $112M |
| LPL Financial LLC | 183K | 152K | 179K | 186K | 212K | 263K | $13M |
| Private Advisor Group, LLC | 8K | 21K | 29K | 36K | 73K | 161K | $8M |
| GOLDMAN SACHS GROUP INC | — | — | — | 14K | 13K | 141K | $7M |
| Pathstone Holdings, LLC | 28K | 67K | 85K | 105K | 72K | 126K | $6M |
| COMMONWEALTH EQUITY SERVICES, LLC | 39K | 51K | 66K | 56K | 62K | 64K | $3M |
| Valley Financial Group, Inc. | 308K | 336K | 346K | 361K | 59K | 57K | $3M |
| Betterment LLC | — | 4K | 20K | 26K | 31K | 33K | $2M |
| Strategic Financial Planning, Inc. | — | — | — | — | — | 51K | $1M |
| Mason & Associates Inc | — | — | — | — | 25K | 25K | $1M |
| Dynamic Advisor Solutions LLC | 7K | 7K | 9K | 12K | 23K | 24K | $1M |
| Rossby Financial, LCC | — | 2K | 6K | 8K | 13K | 23K | $1M |
| OSAIC HOLDINGS, INC. | — | 11K | 12K | 15K | 23K | 23K | $1M |
| Cambridge Investment Research Advisors, Inc. | 7K | 8K | 16K | 16K | 17K | 17K | $885,000 |
| Prism Advisors, Inc. | 13K | 12K | 12K | 15K | 17K | 17K | $876,985 |
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 | 3,424,070 | — | $172M |
| 2025-Q4 | 38 | 3,017,928 | — | $153M |
| 2025-Q3 | 37 | 3,123,608 | — | $158M |
| 2025-Q2 | 35 | 2,955,404 | — | $150M |
| 2025-Q1 | 31 | 3,207,391 | — | $162M |
| 2024-Q4 | 26 | 3,774,509 | — | $191M |
| 2024-Q3 | 16 | 1,579,927 | — | $80M |
| 2024-Q2 | 14 | 867,150 | — | $44M |
| 2024-Q1 | 11 | 1,551,901 | — | $78M |
| 2023-Q4 | 12 | 1,147,074 | — | $58M |
| 2023-Q3 | 9 | 516,716 | — | $26M |
| 2023-Q2 | 5 | 452,338 | — | $23M |
| 2023-Q1 | 4 | 407,011 | — | $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.
