| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 332,588332,588 | $11M | — | ADD 38% |
| 2 | LPL Financial LLC | 203,880203,880 | $7M | — | TRIM -6% |
| 3 | AMERIPRISE FINANCIAL INC | 141,109141,109 | $5M | — | TRIM -9% |
| 4 | BANK OF AMERICA CORP /DE/ | 118,301118,301 | $4M | — | ADD 42% |
| 5 | OLD MISSION CAPITAL LLC | 91,81591,815 | $3M | — | ADD 250% |
| 6 | Uniting Wealth Partners, LLC | 89,76089,760 | $3M | — | NEW |
| 7 | UBS Group AG | 80,80580,805 | $3M | — | TRIM -7% |
| 8 | Sachetta, LLC | 71,22171,221 | $2M | — | TRIM -8% |
| 9 | KESTRA PRIVATE WEALTH SERVICES, LLC | 63,02563,025 | $2M | — | TRIM -20% |
| 10 | TrueWealth Advisors, LLC | 46,71346,713 | $2M | — | TRIM -7% |
| 11 | MORGAN STANLEY | 44,98144,981 | $2M | — | ADD 101% |
| 12 | Empirical Asset Management, LLC | 36,59836,598 | $1M | — | TRIM -8% |
| 13 | RAYMOND JAMES FINANCIAL INC | 35,78835,788 | $1M | — | ADD 8% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 24,60824,608 | $839,753 | — | ADD 72% |
| 15 | B. Riley Wealth Advisors, Inc. | 24,94924,949 | $823,147 | — | TRIM -42% |
| 16 | Ameritas Advisory Services, LLC | 19,57619,576 | $668,034 | — | TRIM -34% |
| 17 | Curtis Advisory Group, LLC | 16,08516,085 | $548,904 | — | — |
| 18 | WealthTrak Capital Management LLC | 15,50715,507 | $529,163 | — | — |
| 19 | CENTAURUS FINANCIAL, INC. | 10,58110,581 | $361,000 | — | — |
| 20 | TRUIST FINANCIAL CORP | 9,7299,729 | $332,004 | — | NEW |
| 21 | OSAIC HOLDINGS, INC. | 9,6239,623 | $328,420 | — | TRIM -4% |
| 22 | Mariner, LLC | 8,6558,655 | $295,350 | — | ADD 2% |
| 23 | DEUTSCHE BANK AG\ | 7,5007,500 | $255,975 | — | NEW |
| 24 | Cambridge Investment Research Advisors, Inc. | 6,7336,733 | $230,000 | — | — |
| 25 | NATIONAL BANK OF CANADA /FI/ | 6,3116,311 | $214,700 | — | TRIM -15% |
| 26 | Octavia Wealth Advisors, LLC | 6,2686,268 | $213,900 | — | NEW |
| 27 | ROYAL BANK OF CANADA | 4,5604,560 | $156,000 | — | — |
| 28 | Scarborough Advisors, LLC | 4,1934,193 | $143,084 | — | NEW |
| 29 | Advisory Services Network, LLC | 3,2253,225 | $110,054 | — | NEW |
| 30 | FIFTH THIRD BANCORP | 1,0551,055 | $36,002 | — | NEW |
| 31 | Atlantic Edge Private Wealth Management, LLC | 838838 | $28,597 | — | — |
| 32 | Hilltop National Bank | 721721 | $24,604 | — | TRIM -6% |
| 33 | US BANCORP \DE\ | 677677 | $23,103 | — | — |
| 34 | JONES FINANCIAL COMPANIES LLLP | 436436 | $14,525 | — | — |
| 35 | Aptus Capital Advisors, LLC | 345345 | $11,773 | — | — |
| 36 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 227227 | $7,746 | — | — |
| 37 | JPMORGAN CHASE & CO | 175175 | $5,774 | — | NEW |
| 38 | CWM, LLC | 127127 | $4,334 | — | — |
| 39 | IFP Advisors, Inc | 9393 | $3,174 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 142K | 173K | 229K | 238K | 241K | 333K | $11M |
| LPL Financial LLC | 16K | 16K | 18K | 58K | 216K | 204K | $7M |
| AMERIPRISE FINANCIAL INC | 108K | 122K | 130K | 147K | 155K | 141K | $5M |
| BANK OF AMERICA CORP /DE/ | 87K | 93K | 89K | 88K | 83K | 118K | $4M |
| OLD MISSION CAPITAL LLC | 62K | 28K | 29K | 26K | 26K | 92K | $3M |
| Uniting Wealth Partners, LLC | — | — | — | — | — | 90K | $3M |
| UBS Group AG | 263K | 288K | 280K | 214K | 87K | 81K | $3M |
| Sachetta, LLC | 56K | 67K | 78K | 76K | 77K | 71K | $2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 185K | 142K | 121K | 88K | 79K | 63K | $2M |
| TrueWealth Advisors, LLC | 11K | 39K | 45K | 47K | 50K | 47K | $2M |
| MORGAN STANLEY | 29K | 25K | 23K | 25K | 22K | 45K | $2M |
| Empirical Asset Management, LLC | 30K | 30K | 30K | 36K | 40K | 37K | $1M |
| RAYMOND JAMES FINANCIAL INC | 22K | 22K | 21K | 19K | 33K | 36K | $1M |
| ENVESTNET ASSET MANAGEMENT INC | 20K | 14K | 14K | 14K | 14K | 25K | $839,753 |
| B. Riley Wealth Advisors, Inc. | 26K | — | 28K | 38K | 43K | 25K | $823,147 |
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 | 39 | 1,539,381 | — | $53M |
| 2025-Q4 | 38 | 1,400,947 | — | $45M |
| 2025-Q3 | 35 | 1,370,024 | — | $42M |
| 2025-Q2 | 38 | 1,507,097 | — | $41M |
| 2025-Q1 | 37 | 1,565,408 | — | $40M |
| 2024-Q4 | 41 | 1,595,429 | — | $40M |
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.
| 2024-Q3 | 42 | 1,639,798 | — | $43M |
| 2024-Q2 | 39 | 1,700,464 | — | $42M |
| 2024-Q1 | 39 | 2,739,871 | — | $66M |
| 2023-Q4 | 40 | 2,584,790 | — | $60M |
| 2023-Q3 | 36 | 2,342,487 | — | $51M |
| 2023-Q2 | 36 | 2,113,051 | — | $48M |
| 2023-Q1 | 40 | 2,282,471 | — | $51M |
| 2022-Q4 | 35 | 2,334,761 | — | $50M |
| 2022-Q3 | 40 | 2,186,969 | — | $45M |
| 2022-Q2 | 45 | 2,361,866 | — | $53M |
| 2022-Q1 | 44 | 1,957,961 | — | $48M |
| 2021-Q4 | 49 | 2,129,819 | — | $56M |
| 2021-Q3 | 45 | 2,110,374 | — | $57M |
| 2021-Q2 | 40 | 1,842,386 | — | $52M |
| 2021-Q1 | 42 | 1,963,856 | — | $53M |
| 2020-Q4 | 40 | 1,933,710 | — | $53M |
| 2020-Q3 | 39 | 1,981,071 | — | $48M |
| 2020-Q2 | 35 | 1,847,806 | — | $41M |
| 2020-Q1 | 39 | 2,644,260 | — | $50M |
| 2019-Q4 | 39 | 2,469,999 | — | $59M |
| 2019-Q3 | 43 | 2,268,368 | — | $50M |
| 2019-Q2 | 44 | 2,480,794 | — | $55M |
| 2019-Q1 | 40 | 2,259,343 | — | $51M |
| 2018-Q4 | 40 | 2,186,998 | — | $46M |
| 2018-Q3 | 42 | 2,404,067 | — | $55M |
| 2018-Q2 | 43 | 3,969,990 | — | $94M |
| 2018-Q1 | 47 | 6,061,982 | — | $147M |
| 2017-Q4 | 42 | 5,622,386 | — | $135M |
| 2017-Q3 | 38 | 5,488,251 | — | $128M |
| 2017-Q2 | 34 | 5,922,512 | — | $135M |
| 2017-Q1 | 37 | 6,227,536 | — | $130M |
| 2016-Q4 | 31 | 5,516,041 | — | $106M |
| 2016-Q3 | 33 | 3,247,083 | — | $65M |
| 2016-Q2 | 29 | 3,581,988 | — | $68M |
| 2016-Q1 | 27 | 3,369,732 | — | $64M |
| 2015-Q4 | 30 | 3,866,624 | — | $71M |
| 2015-Q3 | 22 | 3,484,129 | — | $65M |
| 2015-Q2 | 30 | 6,073,136 | — | $129M |
| 2015-Q1 | 25 | 4,376,843 | — | $97M |
| 2014-Q4 | 14 | 1,714,994 | — | $37M |
| 2014-Q3 | 11 | 775,536 | — | $17M |
| 2014-Q2 | 13 | 792,575 | — | $18M |
| 2014-Q1 | 13 | 883,522 | — | $19M |
| 2013-Q4 | 13 | 856,737 | — | $19M |
| 2013-Q3 | 10 | 694,673 | — | $15M |
| 2013-Q2 | 4 | 492,282 | — | $10M |
