| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 3,034,0583.0M | $97M | — | TRIM -9% |
| 2 | JPMORGAN CHASE & CO | 1,521,1071.5M | $47M | — | ADD 234% |
| 3 | LPL Financial LLC | 773,213773,213 | $25M | — | TRIM -3% |
| 4 | Envestnet Portfolio Solutions, Inc. | 580,773580,773 | $18M | — | TRIM -13% |
| 5 | PARK AVENUE SECURITIES LLC | 295,814295,814 | $9M | — | TRIM -11% |
| 6 | Lido Advisors, LLC | 230,836230,836 | $7M | — | — |
| 7 | Cetera Investment Advisers | 194,564194,564 | $6M | — | TRIM -10% |
| 8 | CWM, LLC | 156,705156,705 | $5M | — | ADD 4% |
| 9 | MML INVESTORS SERVICES, LLC | 133,908133,908 | $4M | — | TRIM -20% |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 109,330109,330 | $3M | — | — |
| 11 | Janney Montgomery Scott LLC | 89,68489,684 | $3M | — | TRIM -11% |
| 12 | Thrivent Financial for Lutherans | 82,52182,521 | $3M | — | ADD 114% |
| 13 | ASSETMARK, INC | 75,09375,093 | $2M | — | TRIM -11% |
| 14 | ROYAL BANK OF CANADA | 68,42968,429 | $2M | — | ADD 399% |
| 15 | Creative Planning | 67,88167,881 | $2M | — | NEW |
| 16 | Avise Financial Cooperative, Inc. | 66,91266,912 | $2M | — | ADD 10% |
| 17 | GTS SECURITIES LLC | 57,97357,973 | $2M | — | ADD 49% |
| 18 | GeoWealth Management, LLC | 52,89052,890 | $2M | — | TRIM -9% |
| 19 | Perigon Wealth Management, LLC | 45,98845,988 | $1M | — | TRIM -9% |
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 45,59545,595 | $1M | — | TRIM -11% |
| 21 | One Wealth Advisors, LLC | 45,57545,575 | $1M | — | TRIM -12% |
| 22 | Archer Investment Management, LLC | 42,38442,384 | $1M | — | ADD 415% |
| 23 | Affiance Financial, LLC | 41,16741,167 | $1M | — | NEW |
| 24 | Horst & Graben Wealth Management LLC | 38,62938,629 | $1M | — | — |
| 25 | Sharkey, Howes & Javer | 38,58538,585 | $1M | — | TRIM -10% |
| 26 | OneDigital Investment Advisors LLC | 36,83136,831 | $1M | — | TRIM -14% |
| 27 | Bank of New York Mellon Corp | 36,77236,772 | $1M | — | TRIM -12% |
| 28 | Merit Financial Group, LLC | 35,88435,884 | $1M | — | ADD 20% |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,87734,877 | $1M | — | ADD 92% |
| 30 | Cambridge Investment Research Advisors, Inc. | 34,88634,886 | $1M | — | TRIM -15% |
| 31 | SigFig Wealth Management, LLC | 32,21832,218 | $1M | — | ADD 4% |
| 32 | Orion Porfolio Solutions, LLC | 31,95931,959 | $1M | — | TRIM -12% |
| 33 | Focus Partners Advisor Solutions, LLC | 30,13130,131 | $959,131 | — | ADD 41% |
| 34 | Davis Wealth Advisors, LLC | 27,80627,806 | $885,103 | — | TRIM -7% |
| 35 | CITADEL ADVISORS LLC | 26,68426,684 | $849,394 | — | NEW |
| 36 | HighTower Advisors, LLC | 24,13124,131 | $768,118 | — | ADD 4% |
| 37 | Steward Partners Investment Advisory, LLC | 22,02522,025 | $701,091 | — | — |
| 38 | Investor's Fiduciary Advisor Network, LLC | 21,33821,338 | $679,000 | — | TRIM -3% |
| 39 | RAYMOND JAMES FINANCIAL INC | 20,33920,339 | $647,423 | — | ADD 119% |
| 40 | MGO ONE SEVEN LLC | 18,86818,868 | $600,612 | — | ADD 18% |
| 41 | OpenArc Corporate Advisory, LLC | 17,67517,675 | $562,624 | — | ADD 55% |
| 42 | Cerity Partners LLC | 17,26517,265 | $549,573 | — | NEW |
| 43 | Gerber Kawasaki Wealth & Investment Management | 17,15417,154 | $546,063 | — | ADD 21% |
| 44 | Advisory Services Network, LLC | 16,64316,643 | $529,770 | — | — |
| 45 | Tower Research Capital LLC (TRC) | 16,38516,385 | $521,561 | — | NEW |
| 46 | RFG Advisory, LLC | 16,21116,211 | $516,016 | — | TRIM -10% |
| 47 | SAGESPRING WEALTH PARTNERS, LLC | 16,00316,003 | $509,395 | — | TRIM -10% |
| 48 | LexAurum Advisors, LLC | 15,02115,021 | $478,142 | — | NEW |
| 49 | Farther Finance Advisors, LLC | 14,86714,867 | $476,182 | — | ADD 42% |
| 50 | Regal Investment Advisors LLC | 14,94014,940 | $475,565 | — | TRIM -15% |
| 51 | Estate Counselors, LLC | 13,05513,055 | $415,562 | — | NEW |
| 52 | World Investment Advisors | 12,66412,664 | $403,116 | — | TRIM -11% |
| 53 | &PARTNERS | 12,62012,620 | $401,719 | — | TRIM -7% |
| 54 | Cassaday & Co Wealth Management LLC | 12,56612,566 | $399,996 | — | TRIM -15% |
| 55 | Integrated Wealth Concepts LLC | 12,45112,451 | $396,333 | — | NEW |
| 56 | Gateway Wealth Partners, LLC | 12,13112,131 | $386,154 | — | NEW |
| 57 | Concurrent Investment Advisors, LLC | 11,68211,682 | $371,856 | — | ADD 63% |
| 58 | ONE WEALTH CAPITAL MANAGEMENT, LLC | 10,90510,905 | $367,826 | — | TRIM -11% |
| 59 | Snowden Capital Advisors LLC | 11,39711,397 | $362,785 | — | ADD 19% |
| 60 | Keystone Financial Services | 10,64910,649 | $338,975 | — | ADD 33% |
| 61 | WEALTH ALLIANCE, LLC | 10,31910,319 | $328,475 | — | TRIM -11% |
| 62 | Atria Investments, Inc | 10,30010,300 | $327,876 | — | TRIM -6% |
| 63 | Lifelong Wealth Advisors, Inc. | 10,20210,202 | $324,746 | — | — |
| 64 | DIVERSIFY WEALTH MANAGEMENT, LLC | 9,5809,580 | $323,839 | — | ADD 11% |
| 65 | LifePlan Investment Advisors, Inc. | 10,08410,084 | $320,990 | — | ADD 54% |
| 66 | OSAIC HOLDINGS, INC. | 9,9469,946 | $316,588 | — | TRIM -14% |
| 67 | Skyline Advisors, Inc. | 9,9409,940 | $316,410 | — | NEW |
| 68 | KESTRA PRIVATE WEALTH SERVICES, LLC | 9,7779,777 | $311,210 | — | NEW |
| 69 | Patriot Financial Group Insurance Agency, LLC | 9,6969,696 | $308,640 | — | NEW |
| 70 | EverSource Wealth Advisors, LLC | 9,3369,336 | $297,178 | — | TRIM -8% |
| 71 | RCS Financial Planning, LLC | 8,8788,878 | $282,601 | — | TRIM -12% |
| 72 | THEORY FINANCIAL LLC | 8,8718,871 | $282,378 | — | TRIM -8% |
| 73 | EQ LLC | 8,8268,826 | $280,955 | — | ADD 10% |
| 74 | Navigation Group, LLC | 8,2638,263 | $263,040 | — | NEW |
| 75 | Cornerstone Planning Group LLC | 7,2957,295 | $250,657 | — | ADD 7123% |
| 76 | Charter Oak Capital Management, LLC | 7,7947,794 | $248,096 | — | — |
| 77 | JANE STREET GROUP, LLC | 7,5947,594 | $241,729 | — | NEW |
| 78 | TRUIST FINANCIAL CORP | 6,5596,559 | $208,783 | — | — |
| 79 | WEALTHGARDEN F.S. LLC | 6,5076,507 | $207,127 | — | TRIM -9% |
| 80 | Oregon Pacific Wealth Management, LLC | 6,3206,320 | $201,176 | — | TRIM -3% |
| 81 | Capital Analysts, LLC | 5,9295,929 | $188,000 | — | TRIM -13% |
| 82 | Addison Advisors LLC | 5,3105,310 | $169,026 | — | ADD 186% |
| 83 | Gen-Wealth Partners Inc | 5,2135,213 | $165,938 | — | ADD 4% |
| 84 | AE Wealth Management LLC | 3,6433,643 | $115,965 | — | TRIM -31% |
| 85 | HARBOUR INVESTMENTS, INC. | 3,1503,150 | $100,270 | — | NEW |
| 86 | Larson Financial Group LLC | 3,1023,102 | $98,742 | — | — |
| 87 | JFS WEALTH ADVISORS, LLC | 2,3942,394 | $76,205 | — | TRIM -15% |
| 88 | FIFTH THIRD BANCORP | 2,1992,199 | $69,998 | — | NEW |
| 89 | TWIN PEAKS WEALTH ADVISORS, LLC | 1,7041,704 | $54,248 | — | NEW |
| 90 | Physician Wealth Advisors, Inc. | 1,4951,495 | $47,580 | — | ADD 356% |
| 91 | Transamerica Financial Advisors, LLC | 1,4621,462 | $46,555 | — | ADD 36% |
| 92 | BlackRock, Inc. | 1,3001,300 | $41,381 | — | TRIM -15% |
| 93 | CoreCap Advisors, LLC | 1,1891,189 | $38,145 | — | ADD 168% |
| 94 | Ashton Thomas Private Wealth, LLC | 1,0481,048 | $33,360 | — | NEW |
| 95 | SOA Wealth Advisors, LLC. | 964964 | $30,692 | — | ADD 22% |
| 96 | PNC FINANCIAL SERVICES GROUP, INC. | 908908 | $28,889 | — | TRIM -2% |
| 97 | Rossby Financial, LCC | 901901 | $28,863 | — | NEW |
| 98 | EFG International AG | 655655 | $20,850 | — | NEW |
| 99 | Aptus Capital Advisors, LLC | 621621 | $19,767 | — | TRIM -12% |
| 100 | FMR LLC | 617617 | $19,640 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | 2.0M | 3.3M | 3.0M | $97M |
| JPMORGAN CHASE & CO | — | — | — | 572K | 456K | 1.5M | $47M |
| LPL Financial LLC | — | 8K | 8K | 435K | 798K | 773K | $25M |
| Envestnet Portfolio Solutions, Inc. | — | — | — | 405K | 666K | 581K | $18M |
| PARK AVENUE SECURITIES LLC | — | — | — | 200K | 331K | 296K | $9M |
| Lido Advisors, LLC | — | 473K | 247K | 225K | 233K | 231K | $7M |
| Cetera Investment Advisers | — | — | — | 130K | 216K | 195K | $6M |
| CWM, LLC | — | — | — | 109K | 151K | 157K | $5M |
| MML INVESTORS SERVICES, LLC | — | — | — | 92K | 168K | 134K | $4M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | 9K | 18K | 25K | 108K | 109K | $3M |
| Janney Montgomery Scott LLC | — | — | — | 56K | 100K | 90K | $3M |
| Thrivent Financial for Lutherans | — | — | — | 52K | 39K | 83K | $3M |
| ASSETMARK, INC | — | — | — | 53K | 84K | 75K | $2M |
| ROYAL BANK OF CANADA | — | — | — | — | 14K | 68K | $2M |
| Creative Planning | — | — | — | — | — | 68K | $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 | 112 | 8,829,027 | — | $280M |
| 2025-Q4 | 98 | 7,937,077 | — | $254M |
| 2025-Q3 | 72 | 5,059,304 | — | $159M |
| 2025-Q2 | 13 | 397,719 | — | $12M |
| 2025-Q1 | 14 | 604,707 | — | $18M |
| 2024-Q4 | 8 | 148,865 | — | $4M |
| 2024-Q3 | 7 | 118,062 | — | $4M |
| 2024-Q2 | 4 | 146,671 | — | $4M |
| 2024-Q1 | 2 | 120,601 | — | $3M |
| 2023-Q4 | 3 | 136,446 | — | $4M |
| 2023-Q3 | 3 | 138,719 | — | $3M |
| 2023-Q2 | 2 | 156,160 | — | $4M |
| 2023-Q1 | 2 | 158,397 | — | $4M |
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.
