| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 7,931,7267.9M | $404M | — | ADD 35% |
| 2 | AMERIPRISE FINANCIAL INC | 1,452,1791.5M | $74M | — | ADD 98% |
| 3 | LPL Financial LLC | 1,010,6481.0M | $51M | — | ADD 35% |
| 4 | RAYMOND JAMES FINANCIAL INC | 481,906481,906 | $25M | — | ADD 180% |
| 5 | D.A. DAVIDSON & CO. | 362,147362,147 | $18M | — | ADD 87% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 359,302359,302 | $18M | — | ADD 271% |
| 7 | Per Stirling Capital Management, LLC. | 339,034339,034 | $17M | — | — |
| 8 | Rockefeller Capital Management L.P. | 337,629337,629 | $17M | — | NEW |
| 9 | Tilson Financial Group, Inc. | 331,240331,240 | $17M | — | ADD 3% |
| 10 | Blue Water Asset Management | 329,166329,166 | $17M | — | ADD 1402% |
| 11 | LeClair Wealth Partners LLC | 329,166329,166 | $17M | — | NEW |
| 12 | Prism Advisors, Inc. | 298,979298,979 | $15M | — | NEW |
| 13 | Platform Technology Partners | 260,234260,234 | $13M | — | ADD 4% |
| 14 | Nemes Rush Group LLC | 218,876218,876 | $11M | — | ADD 12% |
| 15 | Janney Montgomery Scott LLC | 202,908202,908 | $10M | — | ADD 4% |
| 16 | HighTower Advisors, LLC | 186,370186,370 | $9M | — | TRIM -19% |
| 17 | IHT Wealth Management, LLC | 159,020159,020 | $8M | — | ADD 3% |
| 18 | MGO ONE SEVEN LLC | 147,445147,445 | $8M | — | ADD 15% |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | 139,414139,414 | $7M | — | NEW |
| 20 | Clear Trail Advisors, LLC | 133,525133,525 | $7M | — | NEW |
| 21 | ROYAL BANK OF CANADA | 129,920129,920 | $7M | — | — |
| 22 | Gateway Wealth Partners, LLC | 129,586129,586 | $7M | — | ADD 149% |
| 23 | WEALTHSPAN PARTNERS, LLC | 129,435129,435 | $7M | — | ADD 11% |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 126,982126,982 | $6M | — | ADD 204% |
| 25 | Private Advisor Group, LLC | 123,004123,004 | $6M | — | — |
| 26 | Waverly Advisors, LLC | 107,294107,294 | $5M | — | TRIM -2% |
| 27 | Systelligence, LLC | 98,63298,632 | $5M | — | TRIM -40% |
| 28 | FWG Holdings, LLC | 83,75583,755 | $4M | — | ADD 18% |
| 29 | Merit Financial Group, LLC | 82,54582,545 | $4M | — | ADD 15% |
| 30 | ASSETMARK, INC | 65,95365,953 | $3M | — | TRIM -9% |
| 31 | Cambridge Investment Research Advisors, Inc. | 62,42762,427 | $3M | — | ADD 27% |
| 32 | Sanctuary Advisors, LLC | 62,30762,307 | $3M | — | ADD 4% |
| 33 | OSAIC HOLDINGS, INC. | 58,41258,412 | $3M | — | ADD 55% |
| 34 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 54,89754,897 | $3M | — | ADD 45% |
| 35 | PCM Encore, LLC | 50,66550,665 | $3M | — | TRIM -9% |
| 36 | WNY Asset Management, LLC | 44,93044,930 | $2M | — | NEW |
| 37 | Eldridge Investment Advisors, Inc. | 44,75944,759 | $2M | — | TRIM -20% |
| 38 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 43,54843,548 | $2M | — | TRIM -25% |
| 39 | SAM Advisors, LLC | 39,71439,714 | $2M | — | NEW |
| 40 | Opal Wealth Advisors, LLC | 38,82238,822 | $2M | — | ADD 100% |
| 41 | Sovran Advisors, LLC | 37,06937,069 | $2M | — | NEW |
| 42 | Dynamic Advisor Solutions LLC | 36,83936,839 | $2M | — | ADD 42% |
| 43 | Cetera Investment Advisers | 26,30226,302 | $1M | — | ADD 20% |
| 44 | FIFTH THIRD BANCORP | 22,90722,907 | $1M | — | NEW |
| 45 | FLOW TRADERS U.S. LLC | 14,74014,740 | $751,000 | — | NEW |
| 46 | JANE STREET GROUP, LLC | 14,69014,690 | $748,309 | — | TRIM -84% |
| 47 | WBI INVESTMENTS, LLC | 14,67114,671 | $747,341 | — | TRIM -7% |
| 48 | Savvy Advisors, Inc. | 12,10212,102 | $616,498 | — | TRIM -48% |
| 49 | STEPHENS INC /AR/ | 11,57611,576 | $589,681 | — | ADD 37% |
| 50 | FIRST AMERICAN BANK | 11,20811,208 | $570,936 | — | NEW |
| 51 | StoneX Group Inc. | 10,84910,849 | $554,648 | — | NEW |
| 52 | Center for Financial Planning, Inc. | 9,8109,810 | $499,722 | — | — |
| 53 | Cherry Creek Investment Advisors, Inc. | 9,6689,668 | $492,483 | — | — |
| 54 | First Heartland Consultants, Inc. | 8,9608,960 | $456,422 | — | NEW |
| 55 | NorthLanding Financial Partners, LLC | 8,7328,732 | $444,807 | — | — |
| 56 | MMA ASSET MANAGEMENT LLC | 8,0868,086 | $411,901 | — | ADD 14% |
| 57 | Stonebridge Financial Group, LLC / MO | 7,4017,401 | $376,986 | — | ADD 56% |
| 58 | PFG Advisors | 6,6006,600 | $336,204 | — | ADD 2% |
| 59 | DAVENPORT & Co LLC | 6,3866,386 | $325,303 | — | ADD 5% |
| 60 | Strategic Financial Concepts, LLC | 5,6735,673 | $288,983 | — | NEW |
| 61 | Chicago Partners Investment Group LLC | 5,6205,620 | $287,871 | — | TRIM -8% |
| 62 | PFG Investments, LLC | 5,5225,522 | $281,310 | — | ADD 16% |
| 63 | STUDIO INVESTMENT MANAGEMENT LLC | 5,3065,306 | $271,266 | — | ADD 31% |
| 64 | Capital Analysts, LLC | 5,2455,245 | $268,000 | — | ADD 343% |
| 65 | Core Wealth Advisors, Inc. | 4,7844,784 | $243,676 | — | TRIM -50% |
| 66 | Note Advisors, LLC | 4,3644,364 | $222,302 | — | — |
| 67 | IFP Advisors, Inc | 3,1413,141 | $160,003 | — | ADD 4% |
| 68 | Clarity Asset Management, Inc. | 2,8062,806 | $142,938 | — | NEW |
| 69 | Farther Finance Advisors, LLC | 2,1582,158 | $109,982 | — | — |
| 70 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,5781,578 | $80,383 | — | NEW |
| 71 | Clayton Financial Group LLC | 1,1481,148 | $58,480 | — | — |
| 72 | Wall Street Financial Group, Inc. | 1,1421,142 | $58,173 | — | NEW |
| 73 | Advisory Services Network, LLC | 1,1001,100 | $56,034 | — | NEW |
| 74 | JPMORGAN CHASE & CO | 700700 | $35,718 | — | NEW |
| 75 | Steward Partners Investment Advisory, LLC | 521521 | $26,540 | — | TRIM -14% |
| 76 | AE Wealth Management LLC | 500500 | $25,470 | — | NEW |
| 77 | Allworth Financial LP | 00 | $23 | — | EXIT |
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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 1.1M | 1.7M | 4.1M | 5.2M | 5.9M | 7.9M | $404M |
| AMERIPRISE FINANCIAL INC | — | — | — | 306K | 735K | 1.5M | $74M |
| LPL Financial LLC | 79K | 331K | 450K | 523K | 746K | 1.0M | $51M |
| RAYMOND JAMES FINANCIAL INC | 38K | 41K | 49K | 97K | 172K | 482K | $25M |
| D.A. DAVIDSON & CO. | — | — | 5K | 98K | 193K | 362K | $18M |
| ENVESTNET ASSET MANAGEMENT INC | — | 22K | 43K | 65K | 97K | 359K | $18M |
| Per Stirling Capital Management, LLC. | — | — | 243K | 317K | 337K | 339K | $17M |
| Rockefeller Capital Management L.P. | — | — | — | — | — | 338K | $17M |
| Tilson Financial Group, Inc. | — | — | 5K | 288K | 322K | 331K | $17M |
| Blue Water Asset Management | — | — | — | — | 22K | 329K | $17M |
| LeClair Wealth Partners LLC | — | — | — | — | — | 329K | $17M |
| Prism Advisors, Inc. | — | — | — | — | — | 299K | $15M |
| Platform Technology Partners | 138K | 160K | 166K | 196K | 249K | 260K | $13M |
| Nemes Rush Group LLC | — | — | — | 189K | 196K | 219K | $11M |
| Janney Montgomery Scott LLC | 17K | 15K | 14K | 20K | 195K | 203K | $10M |
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 | 77 | 16,918,405 | — | $862M |
| 2025-Q4 | 66 | 11,399,070 | — | $586M |
| 2025-Q3 | 52 | 9,735,191 | — | $501M |
| 2025-Q2 | 40 | 6,302,065 | — | $322M |
| 2025-Q1 | 25 | 3,201,324 | — | $162M |
| 2024-Q4 | 23 | 1,681,635 | — | $85M |
| 2024-Q3 | 21 | 1,006,649 | — | $51M |
| 2024-Q2 | 19 | 987,814 | — | $49M |
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.
