| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Fiduciary Trust Co | 5,044,6055.0M | $162M | — | TRIM -3% |
| 2 | AlTi Global, Inc. | 4,637,1464.6M | $149M | — | ADD 5% |
| 3 | Cerity Partners OCIO LLC | 2,370,5622.4M | $76M | — | — |
| 4 | LPL Financial LLC | 326,424326,424 | $10M | — | ADD 23% |
| 5 | STIFEL FINANCIAL CORP | 246,148246,148 | $8M | — | ADD 60% |
| 6 | RAYMOND JAMES FINANCIAL INC | 176,847176,847 | $6M | — | ADD 4% |
| 7 | ELEVATION POINT WEALTH PARTNERS, LLC | 161,129161,129 | $5M | — | NEW |
| 8 | Vestmark Advisory Solutions, Inc. | 160,579160,579 | $5M | — | NEW |
| 9 | Rockefeller Capital Management L.P. | 111,366111,366 | $4M | — | TRIM -7% |
| 10 | CWM, LLC | 109,930109,930 | $4M | — | ADD 11% |
| 11 | Summit Trail Advisors, LLC | 88,41488,414 | $3M | — | TRIM -24% |
| 12 | SCS Capital Management LLC | 83,60083,600 | $3M | — | — |
| 13 | EASTERN BANK | 78,77878,778 | $3M | — | TRIM -22% |
| 14 | Arax Advisory Partners | 68,84968,849 | $2M | — | — |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 56,45456,454 | $2M | — | NEW |
| 16 | HBW ADVISORY SERVICES LLC | 51,21551,215 | $2M | — | ADD 3% |
| 17 | MARSHALL INVESTMENT MANAGEMENT, LLC | 50,58350,583 | $2M | — | ADD 6% |
| 18 | Cambridge Investment Research Advisors, Inc. | 41,33041,330 | $1M | — | ADD 139% |
| 19 | Integrated Wealth Concepts LLC | 40,27940,279 | $1M | — | TRIM -4% |
| 20 | UBS Group AG | 38,35338,353 | $1M | — | — |
| 21 | JANE STREET GROUP, LLC | 38,16738,167 | $1M | — | ADD 122% |
| 22 | ROYAL BANK OF CANADA | 36,45436,454 | $1M | — | ADD 193% |
| 23 | Modern Wealth Management, LLC | 34,61834,618 | $1M | — | ADD 8% |
| 24 | Concurrent Investment Advisors, LLC | 27,53227,532 | $885,417 | — | ADD 3% |
| 25 | Legacy Wealth Managment, LLC/ID | 26,02126,021 | $836,836 | — | TRIM -15% |
| 26 | StoneX Group Inc. | 25,78525,785 | $829,246 | — | ADD 4% |
| 27 | COMMONWEALTH EQUITY SERVICES, LLC | 25,36625,366 | $815,770 | — | TRIM -3% |
| 28 | MORGAN STANLEY | 25,20025,200 | $810,432 | — | ADD 203% |
| 29 | KESTRA PRIVATE WEALTH SERVICES, LLC | 25,05825,058 | $805,860 | — | ADD 17% |
| 30 | OneDigital Investment Advisors LLC | 23,22223,222 | $746,820 | — | TRIM -6% |
| 31 | CVA Family Office, LLC | 20,63820,638 | $663,719 | — | — |
| 32 | Private Advisor Group, LLC | 18,46218,462 | $593,719 | — | ADD 6% |
| 33 | Sigma Planning Corp | 15,68515,685 | $504,441 | — | ADD 13% |
| 34 | US BANCORP \DE\ | 11,82511,825 | $380,292 | — | NEW |
| 35 | CITADEL ADVISORS LLC | 10,75610,756 | $345,913 | — | NEW |
| 36 | D.A. DAVIDSON & CO. | 8,4258,425 | $270,948 | — | NEW |
| 37 | Van Diest Capital, LLC | 7,5327,532 | $242,236 | — | TRIM -12% |
| 38 | Inscription Capital, LLC | 6,8006,800 | $218,688 | — | NEW |
| 39 | Holos Integrated Wealth LLC | 6,5706,570 | $212,262 | — | NEW |
| 40 | MML INVESTORS SERVICES, LLC | 6,3826,382 | $205,234 | — | NEW |
| 41 | IFP Advisors, Inc | 4,0134,013 | $129,058 | — | — |
| 42 | PRIVATE TRUST CO NA | 1,3821,382 | $44,445 | — | — |
| 43 | FIFTH THIRD BANCORP | 800800 | $25,728 | — | NEW |
| 44 | OSAIC HOLDINGS, INC. | 459459 | $14,760 | — | TRIM -45% |
| 45 | FRANKLIN RESOURCES INC | 403403 | $12,960 | — | NEW |
| 46 | HARBOUR INVESTMENTS, INC. | 138138 | $4,448 | — | — |
| 47 | Graney & King, LLC | 9898 | $3,140 | — | TRIM -100% |
| 48 | CREATIVE FINANCIAL DESIGNS INC /ADV | 5555 | $1,769 | — | NEW |
| 49 | WELLS FARGO & COMPANY/MN | 11 | $35 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Fiduciary Trust Co | 5.4M | 5.4M | 5.3M | 5.3M | 5.2M | 5.0M | $162M |
| AlTi Global, Inc. | 3.8M | 4.1M | 4.2M | 4.4M | 4.4M | 4.6M | $149M |
| Cerity Partners OCIO LLC | 2.4M | 2.4M | 2.4M | 2.4M | 2.4M | 2.4M | $76M |
| LPL Financial LLC | 211K | 335K | 339K | 309K | 265K | 326K | $10M |
| STIFEL FINANCIAL CORP | 186K | 173K | 146K | 149K | 154K | 246K | $8M |
| RAYMOND JAMES FINANCIAL INC | 171K | 181K | 169K | 171K | 170K | 177K | $6M |
| ELEVATION POINT WEALTH PARTNERS, LLC | — | — | — | — | — | 161K | $5M |
| Vestmark Advisory Solutions, Inc. | — | — | — | — | — | 161K | $5M |
| Rockefeller Capital Management L.P. | 97K | 96K | 196K | 109K | 120K | 111K | $4M |
| CWM, LLC | — | — | 91K | 96K | 99K | 110K | $4M |
| Summit Trail Advisors, LLC | 99K | 103K | 101K | 110K | 116K | 88K | $3M |
| SCS Capital Management LLC | — | 84K | 84K | 84K | 84K | 84K | $3M |
| EASTERN BANK | — | — | — | — | 101K | 79K | $3M |
| Arax Advisory Partners | 48K | 50K | 60K | — | 69K | 69K | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | — | — | — | — | 56K | $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 | 49 | 14,350,438 | — | $461M |
| 2025-Q4 | 42 | 13,800,035 | — | $365M |
| 2025-Q3 | 36 | 13,557,323 | — | $355M |
| 2025-Q2 | 37 | 13,561,739 | — | $348M |
| 2025-Q1 | 39 | 14,117,855 | — | $368M |
| 2024-Q4 | 30 | 13,433,812 | — | $330M |
| 2024-Q3 | 27 | 12,812,151 | — | $310M |
| 2024-Q2 | 21 | 12,619,123 | — | $295M |
| 2024-Q1 | 18 | 11,783,522 | — | $272M |
| 2023-Q4 | 14 | 10,531,943 | — | $224M |
| 2023-Q3 | 11 | 6,812,101 | — | $144M |
| 2023-Q2 | 9 | 6,447,779 | — | $130M |
| 2023-Q1 | 10 | 5,545,048 | — | $110M |
| 2022-Q4 | 7 | 4,822,129 |
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.
| — |
| $96M |
