| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Joseph Group Capital Management | 209,165209,165 | $14M | — | TRIM -7% |
| 2 | LPL Financial LLC | 123,927123,927 | $8M | — | ADD 3% |
| 3 | Stonebridge Wealth Management, LLC | 91,03691,036 | $6M | — | ADD 4% |
| 4 | RAYMOND JAMES FINANCIAL INC | 74,29074,290 | $5M | — | — |
| 5 | MORGAN STANLEY | 72,45072,450 | $5M | — | ADD 3% |
| 6 | AMERIPRISE FINANCIAL INC | 61,61961,619 | $4M | — | ADD 56% |
| 7 | Hudock, Inc. | 53,51453,514 | $4M | — | TRIM -17% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49,78149,781 | $3M | — | TRIM -8% |
| 9 | Bank of New York Mellon Corp | 37,14437,144 | $2M | — | ADD 32% |
| 10 | BANK OF AMERICA CORP /DE/ | 36,91936,919 | $2M | — | TRIM -4% |
| 11 | UBS Group AG | 33,14633,146 | $2M | — | — |
| 12 | Asset Dedication, LLC | 31,78431,784 | $2M | — | — |
| 13 | Cetera Investment Advisers | 26,30526,305 | $2M | — | TRIM -22% |
| 14 | Cambridge Investment Research Advisors, Inc. | 24,38224,382 | $2M | — | ADD 177% |
| 15 | JANE STREET GROUP, LLC | 10,38710,387 | $688,961 | — | ADD 72% |
| 16 | WELLS FARGO & COMPANY/MN | 8,9078,907 | $590,808 | — | — |
| 17 | Kestra Advisory Services, LLC | 8,5998,599 | $570,348 | — | — |
| 18 | JONES FINANCIAL COMPANIES LLLP | 6,5186,518 | $424,529 | — | TRIM -19% |
| 19 | Gateway Wealth Partners, LLC | 5,3645,364 | $355,770 | — | NEW |
| 20 | Vertex Planning Partners, LLC | 5,0345,034 | $333,925 | — | — |
| 21 | &PARTNERS | 4,7154,715 | $312,756 | — | — |
| 22 | Rockefeller Capital Management L.P. | 3,6753,675 | $243,800 | — | TRIM -3% |
| 23 | Sanctuary Advisors, LLC | 3,5793,579 | $237,395 | — | — |
| 24 | SBI Securities Co., Ltd. | 3,4673,467 | $229,963 | — | ADD 22% |
| 25 | CWM, LLC | 3,3163,316 | $219,948 | — | — |
| 26 | WESTCO ADVISORY SERVICES INC /ADV | 3,2903,290 | $218,223 | — | — |
| 27 | ROYAL BANK OF CANADA | 2,9502,950 | $196,000 | — | ADD 13% |
| 28 | BlackRock, Inc. | 2,7252,725 | $180,747 | — | NEW |
| 29 | Farther Finance Advisors, LLC | 2,5152,515 | $167,349 | — | ADD 6% |
| 30 | Key Financial Inc | 2,4332,433 | $161,379 | — | TRIM -3% |
| 31 | OSAIC HOLDINGS, INC. | 1,6961,696 | $112,493 | — | ADD 32% |
| 32 | Parallel Advisors, LLC | 1,6461,646 | $109,199 | — | — |
| 33 | Clearstead Advisors, LLC | 1,3991,399 | $92,827 | — | — |
| 34 | FIFTH THIRD BANCORP | 1,3561,356 | $89,942 | — | NEW |
| 35 | BANK OF MONTREAL /CAN/ | 1,2001,200 | $79,595 | — | NEW |
| 36 | FMR LLC | 1,1431,143 | $75,829 | — | TRIM -5% |
| 37 | WealthShield Partners, LLC | 1,0631,063 | $70,508 | — | — |
| 38 | Godfrey Financial Associates, Inc. | 154154 | $10,184 | — | — |
| 39 | AE Wealth Management LLC | 8080 | $5,306 | — | — |
| 40 | ASSETMARK, INC | 3939 | $2,587 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Joseph Group Capital Management | 215K | 217K | 219K | 222K | 225K | 209K | $14M |
| LPL Financial LLC | 106K | 125K | 123K | 123K | 120K | 124K | $8M |
| Stonebridge Wealth Management, LLC | — | — | 93K | 91K | 88K | 91K | $6M |
| RAYMOND JAMES FINANCIAL INC | 113K | 70K | 71K | 72K | 73K | 74K | $5M |
| MORGAN STANLEY | 78K | 74K | 76K | 75K | 70K | 72K | $5M |
| AMERIPRISE FINANCIAL INC | 58K | 52K | 42K | 41K | 39K | 62K | $4M |
| Hudock, Inc. | 67K | 68K | 68K | 66K | 65K | 54K | $4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40K | 55K | 40K | 46K | 54K | 50K | $3M |
| Bank of New York Mellon Corp | 53K | 8K | 7K | 23K | 28K | 37K | $2M |
| BANK OF AMERICA CORP /DE/ | 122K | 67K | 53K | 44K | 39K | 37K | $2M |
| UBS Group AG | 49K | 47K | 34K | 34K | 33K | 33K | $2M |
| Asset Dedication, LLC | 31K | 31K | 32K | 32K | 32K | 32K | $2M |
| Cetera Investment Advisers | 56K | 65K | 55K | 39K | 34K | 26K | $2M |
| Cambridge Investment Research Advisors, Inc. | 6K | 6K | 7K | 7K | 9K | 24K | $2M |
| JANE STREET GROUP, LLC | 5K | 11K | 11K | 4K | 6K | 10K | $688,961 |
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 | 40 | 1,012,712 | — | $67M |
| 2025-Q4 | 41 | 1,018,927 | — | $63M |
| 2025-Q3 | 39 | 1,047,359 | — | $63M |
| 2025-Q2 | 39 | 1,053,506 | — | $60M |
| 2025-Q1 | 37 | 1,046,022 | — | $59M |
| 2024-Q4 | 30 | 1,059,505 |
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.
| — |
| $55M |
| 2024-Q3 | 33 | 1,032,301 | — | $57M |
| 2024-Q2 | 35 | 1,001,148 | — | $50M |
| 2024-Q1 | 40 | 1,468,121 | — | $75M |
| 2023-Q4 | 37 | 1,437,889 | — | $70M |
| 2023-Q3 | 33 | 1,345,112 | — | $61M |
| 2023-Q2 | 33 | 1,506,728 | — | $70M |
| 2023-Q1 | 34 | 1,832,895 | — | $86M |
| 2022-Q4 | 30 | 1,817,416 | — | $85M |
| 2022-Q3 | 29 | 845,434 | — | $35M |
| 2022-Q2 | 30 | 774,129 | — | $36M |
| 2022-Q1 | 31 | 452,569 | — | $23M |
| 2021-Q4 | 31 | 399,884 | — | $20M |
| 2021-Q3 | 29 | 377,660 | — | $18M |
| 2021-Q2 | 28 | 661,965 | — | $32M |
| 2021-Q1 | 30 | 447,414 | — | $21M |
| 2020-Q4 | 29 | 523,786 | — | $22M |
| 2020-Q3 | 29 | 601,348 | — | $23M |
| 2020-Q2 | 32 | 1,030,841 | — | $40M |
| 2020-Q1 | 39 | 746,860 | — | $26M |
| 2019-Q4 | 38 | 714,934 | — | $35M |
| 2019-Q3 | 34 | 725,156 | — | $33M |
| 2019-Q2 | 34 | 690,153 | — | $32M |
| 2019-Q1 | 32 | 744,912 | — | $34M |
| 2018-Q4 | 35 | 775,722 | — | $33M |
| 2018-Q3 | 32 | 932,247 | — | $57M |
| 2018-Q2 | 33 | 979,626 | — | $45M |
| 2018-Q1 | 37 | 935,239 | — | $44M |
| 2017-Q4 | 34 | 794,684 | — | $39M |
| 2017-Q3 | 28 | 830,132 | — | $39M |
| 2017-Q2 | 33 | 846,939 | — | $38M |
| 2017-Q1 | 34 | 774,532 | — | $35M |
| 2016-Q4 | 31 | 601,790 | — | $26M |
| 2016-Q3 | 30 | 382,359 | — | $16M |
| 2016-Q2 | 28 | 416,279 | — | $17M |
| 2016-Q1 | 26 | 402,979 | — | $16M |
| 2015-Q4 | 30 | 742,837 | — | $29M |
| 2015-Q3 | 29 | 1,061,717 | — | $41M |
| 2015-Q2 | 29 | 1,021,591 | — | $44M |
| 2015-Q1 | 28 | 778,452 | — | $35M |
| 2014-Q4 | 29 | 711,317 | — | $31M |
| 2014-Q3 | 26 | 526,485 | — | $24M |
| 2014-Q2 | 27 | 486,714 | — | $24M |
| 2014-Q1 | 30 | 626,818 | — | $30M |
| 2013-Q4 | 30 | 594,006 | — | $28M |
| 2013-Q3 | 24 | 544,635 | — | $25M |
| 2013-Q2 | 25 | 567,006 | — | $24M |
| 2013-Q1 | 1 | 13,812 | — | $615,000 |
