| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | 20,622,68720.6M | $736M | — | ADD 18% |
| 2 | Corient Private Wealth LLC | 6,770,0216.8M | $242M | — | TRIM -45% |
| 3 | COLDSTREAM CAPITAL MANAGEMENT INC | 4,591,1204.6M | $164M | — | ADD 3% |
| 4 | Foster Group, Inc. | 4,059,2664.1M | $145M | — | TRIM -2% |
| 5 | Cetera Investment Advisers | 3,667,2103.7M | $131M | — | ADD 58% |
| 6 | Truepoint, Inc. | 3,585,7133.6M | $128M | — | ADD 5% |
| 7 | Root Financial Partners, LLC | 3,143,8733.1M | $112M | — | ADD 15% |
| 8 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 2,995,2023.0M | $107M | — | — |
| 9 | EP Wealth Advisors, LLC | 2,793,7072.8M | $100M | — | TRIM -11% |
| 10 | Pathstone Holdings, LLC | 2,553,5192.6M | $91M | — | — |
| 11 | Vise Technologies, Inc. | 2,580,7842.6M | $88M | — | — |
| 12 | Summit Financial Strategies, Inc. | 2,408,2692.4M | $86M | — | ADD 9% |
| 13 | Beacon Pointe Advisors, LLC | 2,191,0342.2M | $78M | — | ADD 6% |
| 14 | Cerity Partners LLC | 2,166,8742.2M | $77M | — | ADD 23% |
| 15 | HighTower Advisors, LLC | 2,161,0412.2M | $77M | — | — |
| 16 | LPL Financial LLC | 1,808,9941.8M | $65M | — | ADD 14% |
| 17 | DiNuzzo Private Wealth, Inc. | 1,804,4101.8M | $64M | — | — |
| 18 | Apella Capital, LLC | 1,464,7321.5M | $55M | — | ADD 11% |
| 19 | Quent Capital, LLC | 1,475,6531.5M | $53M | — | ADD 11% |
| 20 | BANK OF MONTREAL /CAN/ | 1,463,7821.5M | $52M | — | ADD 7% |
| 21 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 1,411,9551.4M | $50M | — | TRIM -4% |
| 22 | Index Fund Advisors, Inc. | 1,368,3501.4M | $49M | — | ADD 13% |
| 23 | EXENCIAL WEALTH ADVISORS, LLC | 1,326,9791.3M | $47M | — | ADD 40% |
| 24 | MATHER GROUP, LLC. | 1,244,9111.2M | $44M | — | ADD 5% |
| 25 | Premier Financial Group | 1,138,9491.1M | $41M | — | — |
| 26 | CWM, LLC | 1,136,9311.1M | $41M | — | ADD 17% |
| 27 | Mariner, LLC | 1,135,9241.1M | $41M | — | ADD 21% |
| 28 | Destiny Wealth Partners, LLC | 1,014,9351.0M | $36M | — | — |
| 29 | BANK OF AMERICA CORP /DE/ | 958,442958,442 | $34M | — | — |
| 30 | Team Hewins, LLC | 944,372944,372 | $34M | — | ADD 3% |
| 31 | GREAT OAK CAPITAL PARTNERS, LLC | 913,706913,706 | $34M | — | ADD 2% |
| 32 | OneDigital Investment Advisors LLC | 936,769936,769 | $33M | — | — |
| 33 | Lakeshore Financial Planning, Inc. | 931,589931,589 | $33M | — | ADD 80% |
| 34 | Diversified Portfolios, Inc. | 916,445916,445 | $33M | — | ADD 19% |
| 35 | EnRich Financial Partners LLC | 908,182908,182 | $32M | — | TRIM -3% |
| 36 | Acropolis Investment Management, LLC | 906,845906,845 | $32M | — | — |
| 37 | Tumwater Wealth Management, LLC | 894,899894,899 | $32M | — | — |
| 38 | Waterloo Capital, L.P. | 843,190843,190 | $30M | — | NEW |
| 39 | Linscomb Wealth, Inc. | 838,061838,061 | $30M | — | ADD 120% |
| 40 | WPWealth LLP | 825,675825,675 | $29M | — | TRIM -7% |
| 41 | Betterment LLC | 811,170811,170 | $29M | — | ADD 10% |
| 42 | ACORN CREEK CAPITAL LLC | 791,358791,358 | $28M | — | — |
| 43 | RAYMOND JAMES FINANCIAL INC | 784,607784,607 | $28M | — | ADD 12% |
| 44 | Fort Vancouver Investment Management, LLC | 781,835781,835 | $28M | — | ADD 5% |
| 45 | Tilson Financial Group, Inc. | 781,347781,347 | $28M | — | ADD 2% |
| 46 | Wescott Financial Advisory Group, LLC | 762,244762,244 | $27M | — | ADD 12% |
| 47 | Wealth Architects, LLC | 696,762696,762 | $25M | — | ADD 5% |
| 48 | TOBIAS FINANCIAL ADVISORS, INC. | 691,191691,191 | $25M | — | ADD 15% |
| 49 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 686,190686,190 | $25M | — | TRIM -43% |
| 50 | ECLECTIC ASSOCIATES INC /ADV | 669,753669,753 | $24M | — | ADD 32% |
| 51 | STAGE HARBOR FINANCIAL, LLC | 667,183667,183 | $24M | — | ADD 5% |
| 52 | Three Arch Wealth Management LLC | 617,575617,575 | $22M | — | ADD 3% |
| 53 | ENVESTNET ASSET MANAGEMENT INC | 615,545615,545 | $22M | — | ADD 262% |
| 54 | Evanson Asset Management, LLC | 601,058601,058 | $21M | — | ADD 14% |
| 55 | HILL ISLAND FINANCIAL LLC | 599,600599,600 | $21M | — | — |
| 56 | Creative Planning | 581,934581,934 | $21M | — | — |
| 57 | West Financial Advisors, LLC | 571,794571,794 | $20M | — | NEW |
| 58 | Compass Advisory Group LLC | 554,370554,370 | $20M | — | NEW |
| 59 | VeraBank, N.A. | 554,098554,098 | $20M | — | ADD 2% |
| 60 | Clearstead Advisors, LLC | 532,232532,232 | $19M | — | ADD 73109% |
| 61 | Trinity Financial Advisors LLC | 462,490462,490 | $17M | — | ADD 7% |
| 62 | Financial Engines Advisors L.L.C. | 441,756441,756 | $16M | — | — |
| 63 | Austin Asset Management Co Inc | 432,188432,188 | $15M | — | — |
| 64 | SACHEM HILL LLC | 427,260427,260 | $15M | — | ADD 5% |
| 65 | Foundry Financial LLC | 426,999426,999 | $15M | — | ADD 50% |
| 66 | KELLY FINANCIAL GROUP LLC | 422,016422,016 | $15M | — | TRIM -2% |
| 67 | JPMORGAN CHASE & CO | 423,583423,583 | $15M | — | TRIM -10% |
| 68 | Disciplined Investments, LLC | 397,623397,623 | $14M | — | ADD 13% |
| 69 | Chicago Partners Investment Group LLC | 373,652373,652 | $14M | — | TRIM -5% |
| 70 | LIBERTY WEALTH MANAGEMENT LLC | 382,353382,353 | $14M | — | — |
| 71 | BOS Asset Management, LLC | 381,397381,397 | $14M | — | ADD 2% |
| 72 | MERCER GLOBAL ADVISORS INC /ADV | 380,318380,318 | $14M | — | ADD 5119% |
| 73 | Sterling Wealth Management, Inc. | 380,080380,080 | $14M | — | — |
| 74 | Advisory Alpha, LLC | 372,399372,399 | $13M | — | TRIM -3% |
| 75 | Burk Holdings LLC | 367,119367,119 | $13M | — | ADD 8% |
| 76 | Equita Financial Network, Inc. | 363,171363,171 | $13M | — | ADD 12% |
| 77 | Allworth Financial LP | 356,345356,345 | $13M | — | ADD 5% |
| 78 | RFG Advisory, LLC | 331,896331,896 | $12M | — | ADD 2% |
| 79 | McKinley Carter Wealth Services, Inc. | 312,637312,637 | $11M | — | NEW |
| 80 | Navigate Wealth Management, LLC | 291,137291,137 | $11M | — | NEW |
| 81 | Pillar Financial Advisors, LLC | 299,575299,575 | $11M | — | ADD 4% |
| 82 | MONOGRAPH WEALTH ADVISORS, LLC | 295,228295,228 | $11M | — | ADD 14% |
| 83 | TCI Wealth Advisors, Inc. | 294,720294,720 | $11M | — | ADD 9% |
| 84 | Prudent Man Investment Management, Inc. | 304,881304,881 | $10M | — | — |
| 85 | Level Financial Advisors | 290,577290,577 | $10M | — | ADD 6% |
| 86 | Focus Partners Wealth | 290,446290,446 | $10M | — | ADD 7% |
| 87 | LEGACY FINANCIAL GROUP, INC. | 286,884286,884 | $10M | — | ADD 4% |
| 88 | FinDec Wealth Services, Inc. | 285,027285,027 | $10M | — | TRIM -17% |
| 89 | Gemmer Asset Management LLC | 284,823284,823 | $10M | — | ADD 6% |
| 90 | SAX WEALTH ADVISORS, LLC | 288,144288,144 | $10M | — | — |
| 91 | Golden Bell Financial Planning LLC | 275,360275,360 | $10M | — | ADD 5% |
| 92 | COMMONWEALTH EQUITY SERVICES, LLC | 271,684271,684 | $10M | — | ADD 9% |
| 93 | Ruedi Wealth Management, Inc. | 260,194260,194 | $9M | — | ADD 11% |
| 94 | FIDUCIARY FINANCIAL GROUP, LLC | 248,840248,840 | $9M | — | ADD 7% |
| 95 | WJ Wealth Management, LLC | 238,609238,609 | $9M | — | NEW |
| 96 | Atlantic Union Bankshares Corp | 233,457233,457 | $8M | — | ADD 15% |
| 97 | Longview Financial Advisors LLC | 229,013229,013 | $8M | — | ADD 3% |
| 98 | VANCE WEALTH, LLC | 227,306227,306 | $8M | — | ADD 15% |
| 99 | MML INVESTORS SERVICES, LLC | 226,582226,582 | $8M | — | ADD 17% |
| 100 | Focus Partners Advisor Solutions, LLC | 238,540238,540 | $8M | — | ADD 13% |
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 |
|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | 6.8M | 9.4M | 13.1M | 15.5M | 17.5M | 20.6M | $736M |
| Corient Private Wealth LLC | 4.8M | 5.4M | 5.6M | 5.2M | 12.2M | 6.8M | $242M |
| COLDSTREAM CAPITAL MANAGEMENT INC | — | — | 1.8M | 4.3M | 4.4M | 4.6M | $164M |
| Foster Group, Inc. | 3.4M | 3.4M | 3.7M | 4.1M | 4.1M | 4.1M | $145M |
| Cetera Investment Advisers | — | — | — | 2.0M | 2.3M | 3.7M | $131M |
| Truepoint, Inc. | 2.2M | 2.7M | 2.8M | 3.1M | 3.4M | 3.6M | $128M |
| Root Financial Partners, LLC | — | 479K | 981K | 1.9M | 2.7M | 3.1M | $112M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 2.6M | 2.8M | 2.9M | 3.1M | 3.0M | 3.0M | $107M |
| EP Wealth Advisors, LLC | 5.1M | 6.5M | 7.8M | — | 3.1M | 2.8M | $100M |
| Pathstone Holdings, LLC | 2.6M | 2.6M | 2.6M | 2.6M | 2.6M | 2.6M | $91M |
| Vise Technologies, Inc. | — | — | 8K | 834K | 2.6M | 2.6M | $88M |
| Summit Financial Strategies, Inc. | 1.7M | 1.8M | 1.9M | 2.0M | 2.2M | 2.4M | $86M |
| Beacon Pointe Advisors, LLC | 747K | 788K | 807K | 1.9M | 2.1M | 2.2M | $78M |
| Cerity Partners LLC | 573K | 846K | 969K | 1.4M | 1.8M | 2.2M | $77M |
| HighTower Advisors, LLC | 1.5M | 1.6M | 2.0M | 2.1M | 2.2M | 2.2M | $77M |
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 | 365 | 134,869,616 | — | $4.8B |
| 2025-Q4 | 350 | 126,946,084 | — | $4.3B |
| 2025-Q3 | 308 | 104,728,727 | — | $3.4B |
| 2025-Q2 | 294 | 99,053,396 | — | $3.1B |
| 2025-Q1 | 272 | 89,006,029 | — | $2.7B |
| 2024-Q4 | 264 | 79,220,930 | — | $2.4B |
| 2024-Q3 | 214 | 65,668,121 | — | $2.0B |
| 2024-Q2 | 200 | 57,325,358 | — | $1.7B |
| 2024-Q1 | 175 | 45,785,141 | — | $1.4B |
| 2023-Q4 | 161 | 39,122,623 | — | $1.1B |
| 2023-Q3 | 121 | 28,364,333 | — | $704M |
| 2023-Q2 | 102 | 20,264,850 | — | $508M |
| 2023-Q1 | 81 | 14,004,957 | — | $352M |
| 2022-Q4 | 38 | 10,099,710 |
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.
| — |
| $249M |
