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 |
|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 3.8M | 4.2M | 4.5M | 5.2M | 6.1M | 7.0M | $350M |
| HighTower Advisors, LLC | 608K | 797K | 844K | 969K | 1.0M | 1.0M | $52M |
| Citrine Capital LLC | 204K | 642K | 691K | 717K | 585K | 787K | $39M |
| Savvy Advisors, Inc. | — | — | — | 164K | 165K | 177K | $9M |
| One Degree Advisors Inc | 96K | 98K | 95K | 111K | 115K | 118K | $6M |
| Elmwood Wealth Management, Inc. | 18K | 41K | 54K | 63K | 82K | 118K | $6M |
| Signature Resources Capital Management, LLC | 11K | 29K | 97K | 99K | 104K | 112K | $6M |
| One Capital Management, LLC | 14K | 47K | 31K | 47K | 60K | 72K | $4M |
| Root Financial Partners, LLC | 19K | 26K | 33K | 52K | 54K | 72K | $4M |
| TriaGen Wealth Management LLC | 39K | 39K | 39K | 48K | 53K | 66K | $3M |
| Vise Technologies, Inc. | — | — | — | — | 54K | 54K | $3M |
| JANE STREET GROUP, LLC | 117K | 29K | 50K | 6K | — | 52K | $3M |
| Integrated Wealth Concepts LLC | — | — | — | 46K | — | 51K | $3M |
| COMMONWEALTH EQUITY SERVICES, LLC | 51K | 53K | 55K | 44K | 41K | 43K | $2M |
| Mariner, LLC | — | — | 4K | 17K | 19K | 35K | $2M |
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 | 10,430,110 | — | $520M |
| 2025-Q4 | 69 | 9,169,893 | — | $459M |
| 2025-Q3 | 60 | 8,149,459 | — | $406M |
| 2025-Q2 | 54 | 11,693,795 | — | $576M |
| 2025-Q1 | 48 | 10,843,951 | — | $538M |
| 2024-Q4 | 50 | 9,653,882 | — | $483M |
| 2024-Q3 | 35 | 9,240,179 | — | $469M |
| 2024-Q2 | 27 | 8,225,230 | — | $412M |
| 2024-Q1 | 24 | 7,668,132 | — | $387M |
| 2023-Q4 | 19 | 6,422,871 | — | $326M |
| 2023-Q3 | 6 | 5,842,685 | — | $286M |
| 2023-Q2 | 3 | 224,846 | — | $1M |
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.
