| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 44,567,70944.6M | $1.1B | — | — |
| 2 | ROYAL BANK OF CANADA | 208,159208,159 | $5M | — | TRIM -4% |
| 3 | Delta Wealth Advisors LLC | 114,255114,255 | $3M | — | NEW |
| 4 | MML INVESTORS SERVICES, LLC | 110,104110,104 | $3M | — | — |
| 5 | Stratos Wealth Advisors, LLC | 54,53654,536 | $1M | — | NEW |
| 6 | GTS SECURITIES LLC | 31,99831,998 | $814,349 | — | TRIM -35% |
| 7 | Chicago Partners Investment Group LLC | 14,15614,156 | $388,589 | — | NEW |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12,51712,517 | $318,558 | — | NEW |
| 9 | BANK OF MONTREAL /CAN/ | 9,4799,479 | $241,241 | — | NEW |
| 10 | NORTHERN TRUST CORP | 9,1089,108 | $231,799 | — | — |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8,0258,025 | $204,236 | — | — |
| 12 | MORGAN STANLEY | 3,9043,904 | $99,364 | — | — |
| 13 | Eukles Asset Management | 3,0413,041 | $77,393 | — | NEW |
| 14 | Basepoint Wealth LLC | 2,5432,543 | $64,716 | — | — |
| 15 | Glen Eagle Advisors, LLC | 1,6401,640 | $41,738 | — | — |
| 16 | JPMORGAN CHASE & CO | 1,5311,531 | $37,999 | — | NEW |
| 17 | Darwin Wealth Management, LLC | 901901 | $22,935 | — | — |
| 18 | UBS Group AG | 528528 | $13,438 | — | TRIM -22% |
| 19 | OSAIC HOLDINGS, INC. | 244244 | $6,209 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 182K | 91K | 91K | 91K | 45.0M | 44.6M | $1.1B |
| ROYAL BANK OF CANADA | 87K | 107K | 292K | 167K | 216K | 208K | $5M |
| Delta Wealth Advisors LLC | — | — | — | — | — | 114K | $3M |
| MML INVESTORS SERVICES, LLC | — | — | — | — | 111K | 110K | $3M |
| Stratos Wealth Advisors, LLC | — | — | — | — | — | 55K | $1M |
| GTS SECURITIES LLC | 15K | 151K | 63K | 45K | 50K | 32K | $814,349 |
| Chicago Partners Investment Group LLC | — | — | — | — | — | 14K | $388,589 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28K | 23K | 23K | — | — | 13K | $318,558 |
| BANK OF MONTREAL /CAN/ | — | — | — | — | — | 9K | $241,241 |
| NORTHERN TRUST CORP | — | 25K | 11K | 11K | 9K | 9K | $231,799 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8K | 8K | 8K | 43K | 8K | 8K | $204,236 |
| MORGAN STANLEY | 4K | 4K | 4K | 4K | 4K | 4K | $99,364 |
| Eukles Asset Management | — | — | — | — | — | 3K | $77,393 |
| Basepoint Wealth LLC | — | — | — | — | 3K | 3K | $64,716 |
| Glen Eagle Advisors, LLC | 2K | 2K | 2K | 2K | 2K | 2K | $41,738 |
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 | 19 | 45,154,378 | — | $1.2B |
| 2025-Q4 | 14 | 45,453,320 | — | $1.2B |
| 2025-Q3 | 12 | 46,123,805 | — | $1.2B |
| 2025-Q2 | 12 | 46,302,175 | — | $1.2B |
| 2025-Q1 | 14 | 46,314,891 | — | $1.1B |
| 2024-Q4 | 12 | 46,196,801 | — | $1.1B |
| 2024-Q3 | 9 | 46,059,066 | — | $1.1B |
| 2024-Q2 | 12 | 45,186,360 | — | $979M |
| 2024-Q1 | 9 | 44,353,813 | — | $973M |
| 2023-Q4 | 10 | 43,647,236 | — | $868M |
| 2023-Q3 | 8 | 44,038,473 | — | $796M |
| 2023-Q2 | 9 | 43,722,357 | — | $813M |
| 2023-Q1 | 9 | 43,789,818 | — | $752M |
| 2022-Q4 | 12 | 34,717,782 |
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.
| — |
| $545M |
