| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Dana Investment Advisors, Inc. | 3,408,6293.4M | $69M | — | TRIM -4% |
| 2 | CWM, LLC | 524,672524,672 | $11M | — | ADD 2% |
| 3 | CAPTRUST FINANCIAL ADVISORS | 500,637500,637 | $10M | — | — |
| 4 | Bank of New York Mellon Corp | 244,177244,177 | $5M | — | ADD 6% |
| 5 | &PARTNERS | 147,467147,467 | $3M | — | ADD 12% |
| 6 | Concurrent Investment Advisors, LLC | 131,355131,355 | $3M | — | — |
| 7 | OSAIC HOLDINGS, INC. | 127,184127,184 | $3M | — | ADD 365% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 89,84489,844 | $2M | — | ADD 209% |
| 9 | Huntleigh Advisors, Inc. | 42,08542,085 | $852,007 | — | ADD 2% |
| 10 | JANE STREET GROUP, LLC | 14,51114,511 | $293,771 | — | ADD 31% |
| 11 | Sound Income Strategies, LLC | 12,93512,935 | $263,593 | — | NEW |
| 12 | UBS Group AG | 889889 | $17,998 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | — | — | — | 3.6M | 3.6M | 3.4M | $69M |
| CWM, LLC | — | — | — | 506K | 514K | 525K | $11M |
| CAPTRUST FINANCIAL ADVISORS | — | — | — | 498K | 498K | 501K | $10M |
| Bank of New York Mellon Corp | — | — | — | — | 230K | 244K | $5M |
| &PARTNERS | — | — | — | 9K | 131K | 147K | $3M |
| Concurrent Investment Advisors, LLC | — | — | — | — | 131K | 131K | $3M |
| OSAIC HOLDINGS, INC. | — | — | — | — | 27K | 127K | $3M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | 29K | 90K | $2M |
| Huntleigh Advisors, Inc. | — | — | — | — | 41K | 42K | $852,007 |
| JANE STREET GROUP, LLC | — | — | — | 12K | 11K | 15K | $293,771 |
| Sound Income Strategies, LLC | — | — | — | — | — | 13K | $263,593 |
| UBS Group AG | — | — | — | — | — | 889 | $17,998 |
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 | 12 | 5,244,385 | — | $106M |
| 2025-Q4 | 11 | 5,180,179 | — | $127M |
| 2025-Q3 | 7 | 4,781,548 | — | $122M |
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.
