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 |
|---|---|---|---|---|---|---|---|
| &PARTNERS | 408K | 579K | 898K | 1.1M | 1.3M | 1.5M | $77M |
| ENVESTNET ASSET MANAGEMENT INC | 407K | 586K | 896K | 1.1M | 1.2M | 1.3M | $71M |
| MORGAN STANLEY | 334K | 411K | 638K | 590K | 432K | 424K | $22M |
| FWG Holdings, LLC | — | — | — | — | 83K | 196K | $10M |
| RAYMOND JAMES FINANCIAL INC | — | — | — | — | 146K | 184K | $10M |
| SK Wealth Management, LLC | — | — | — | 22K | 40K | 168K | $9M |
| Spartan Wealth Advisory Services LLC | — | — | — | — | — | 99K | $5M |
| Coign Capital Advisors LLC | — | 19K | 36K | 75K | 92K | 93K | $5M |
| Clear Trail Advisors, LLC | — | — | — | — | — | 91K | $5M |
| Legacy Private Trust Co. | — | — | — | 59K | 80K | 89K | $5M |
| LPL Financial LLC | — | — | — | 11K | 30K | 83K | $4M |
| Crusonia Wealth Advisors LLC | — | — | — | — | 44K | 60K | $3M |
| JANE STREET GROUP, LLC | 8K | — | 74K | 12K | — | 49K | $3M |
| Integrated Wealth Concepts LLC | — | — | — | — | — | 38K | $2M |
| OSAIC HOLDINGS, INC. | 100 | 100 | 207 | 207 | 31K | 33K | $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 | 39 | 4,553,474 | — | $240M |
| 2025-Q4 | 30 | 3,588,244 | — | $191M |
| 2025-Q3 | 19 | 3,028,369 | — | $159M |
| 2025-Q2 | 15 | 2,580,189 | — | $133M |
| 2025-Q1 | 8 | 1,606,070 | — | $83M |
| 2024-Q4 | 8 | 1,162,752 | — | $61M |
| 2024-Q3 | 4 | 660,678 | — | $45M |
| 2024-Q2 | 2 | 373,502 | — | $19M |
| 2024-Q1 | 1 | 1,140,000 | — | $60M |
| 2023-Q4 | 2 | 788,824 | — | $42M |
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.
