% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for EOD in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 1.8M | 2.1M | 2.4M | 2.5M | 2.5M | 2.5M | $14M |
| Karpus Management, Inc. | 665K | 778K | 781K | 784K | 1.6M | 1.7M | $10M |
| RAYMOND JAMES FINANCIAL INC | 27K | 644K | 788K | 921K | 1.3M | 1.4M | $8M |
| GUGGENHEIM CAPITAL LLC | 12K | — | 26K | 150K | 656K | 1.1M | $6M |
| Invesco Ltd. | 669K | 661K | 696K | 790K | 822K | 867K | $5M |
| BANK OF AMERICA CORP /DE/ | 854K | 888K | 859K | 769K | 713K | 746K | $4M |
| Pathstone Holdings, LLC | 431K | 783K | 762K | 1.4M | 1.3M | 694K | $4M |
| LPL Financial LLC | 84K | 94K | 259K | 471K | 587K | 575K | $3M |
| CAPSTONE INVESTMENT ADVISORS, LLC | 464K | 489K | 489K | 489K | 489K | 489K | $3M |
| Paller Financial Services Inc | — | — | — | — | 489K | 473K | $3M |
| Closed-End Fund Advisors, Inc. | — | — | — | — | 358K | 353K | $2M |
| MORGAN STANLEY | 466K | 310K | 318K | 333K | 345K | 328K | $2M |
| UBS Group AG | 300K | 320K | 323K | 309K | 315K | 297K | $2M |
| HARBOUR INVESTMENTS, INC. | 73K | 85K | 93K | 98K | 99K | 240K | $1M |
| OSAIC HOLDINGS, INC. | 234K | 247K | 256K | 252K | 209K | 198K | $1M |
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.
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | +405,748 | $2M | ADD |
| HARBOUR INVESTMENTS, INC. | +141,100 | $822,613 | ADD |
| Steward Partners Investment Advisory, LLC | +115,225 | $671,762 | ADD |
| RAYMOND JAMES FINANCIAL INC | +93,980 | $547,903 | ADD |
| SIT INVESTMENT ASSOCIATES INC | +52,668 | $307,054 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Pathstone Holdings, LLC | −560,033 | $3M | TRIM |
| 1607 Capital Partners, LLC | −148,768 | $867,317 | CLOSE |
| Shaker Financial Services, LLC | −127,026 | $740,562 | TRIM |
| WOLVERINE ASSET MANAGEMENT LLC | −64,491 | $375,983 | CLOSE |
| XTX Topco Ltd | −24,640 | $143,651 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 64 | 13,629,931 | — | $79M |
| 2025-Q4 | 67 | 13,685,898 | — | $80M |
| 2025-Q3 | 57 | 12,052,358 | — | $69M |
| 2025-Q2 | 52 | 11,662,169 | — | $63M |
| 2025-Q1 | 51 | 11,176,127 | — | $55M |
| 2024-Q4 | 52 | 10,606,329 | — | $53M |
| 2024-Q3 | 49 | 10,591,865 | — | $53M |
| 2024-Q2 | 56 | 10,064,049 | — | $49M |
| 2024-Q1 | 60 | 12,375,598 | — | $60M |
| 2023-Q4 | 51 | 10,757,124 | — | $47M |
| 2023-Q3 | 39 | 7,700,019 | — | $31M |
| 2023-Q2 | 44 | 7,748,708 | — | $34M |
| 2023-Q1 | 45 | 7,386,869 | — | $33M |
| 2022-Q4 | 46 | 6,983,501 | — | $30M |
| 2022-Q3 | 42 | 7,036,614 | — | $29M |
| 2022-Q2 | 50 | 7,443,938 | — | $33M |
| 2022-Q1 | 54 | 8,372,802 | — | $45M |
| 2021-Q4 | 46 | 8,254,895 | — | $49M |
| 2021-Q3 | 43 | 7,356,273 | — | $41M |
| 2021-Q2 | 49 | 7,390,657 | — | $43M |
| 2021-Q1 | 55 | 8,111,156 | — | $43M |
| 2020-Q4 | 58 | 8,637,221 | — | $42M |
| 2020-Q3 | 49 | 8,596,714 | — | $36M |
| 2020-Q2 | 34 | 7,340,616 | — | $32M |
| 2020-Q1 | 41 | 7,946,464 | — | $29M |
| 2019-Q4 | 44 | 7,939,092 | — | $45M |
| 2019-Q3 | 44 | 7,917,475 | — | $43M |
| 2019-Q2 | 46 | 7,884,789 | — | $43M |
| 2019-Q1 | 50 | 9,053,683 | — | $47M |
| 2018-Q4 | 57 | 9,554,078 | — | $44M |
| 2018-Q3 | 52 | 8,098,379 | — | $43M |
| 2018-Q2 | 42 | 8,161,502 | — | $46M |
| 2018-Q1 | 45 | 9,134,543 | — | $52M |
| 2017-Q4 | 53 | 10,399,615 | — | $62M |
| 2017-Q3 | 37 | 10,981,297 | — | $69M |
| 2017-Q2 | 43 | 12,272,344 | — | $75M |
| 2017-Q1 | 47 | 38,802,253 | — | $226M |
| 2016-Q4 | 52 | 13,453,574 | — | $73M |
| 2016-Q3 | 51 | 10,528,044 | — | $61M |
| 2016-Q2 | 56 | 11,520,541 | — | $69M |
| 2016-Q1 | 53 | 13,965,548 | — | $83M |
| 2015-Q4 | 58 | 14,614,427 | — | $86M |
| 2015-Q3 | 53 | 13,131,432 | — | $78M |
| 2015-Q2 | 45 | 11,159,711 | — | $77M |
| 2015-Q1 | 40 | 9,894,424 | — | $75M |
| 2014-Q4 | 44 | 9,694,019 | — | $73M |
| 2014-Q3 | 41 | 9,218,243 | — | $74M |
| 2014-Q2 | 42 | 8,272,101 | — | $70M |
| 2014-Q1 | 50 | 7,476,123 | — | $59M |
| 2013-Q4 | 44 | 6,946,168 | — | $50M |
| 2013-Q3 | 36 | 5,446,672 | — | $39M |
| 2013-Q2 | 31 | 5,409,207 | — | $41M |
