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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 414K | 1.4M | 1.9M | 2.3M | 2.6M | 3.0M | $93M |
| RAYMOND JAMES FINANCIAL INC | 533K | 570K | 2.2M | 2.2M | 2.8M | 2.4M | $75M |
| GREAT VALLEY ADVISOR GROUP, INC. | — | 1.3M | 1.5M | 1.6M | 1.7M | 1.8M | $56M |
| Thrivent Financial for Lutherans | 62K | 62K | — | 1.7M | 1.8M | 1.8M | $55M |
| Ascension Capital Advisors, Inc. | 1.1M | 1.1M | 1.1M | 1.1M | 1.3M | 1.3M | $40M |
| ENVESTNET ASSET MANAGEMENT INC | 280K | 417K | 482K | 567K | 647K | 808K | $25M |
| BANK OF AMERICA CORP /DE/ | — | 9K | 12K | 219K | 467K | 505K | $16M |
| Lantz Financial LLC | 244K | 277K | 310K | 341K | 393K | 448K | $14M |
| Rockefeller Capital Management L.P. | 142K | 139K | 273K | 202K | 324K | 444K | $14M |
| FOURPATH CAPITAL MANAGEMENT, LLC | — | — | 415K | 600K | 765K | 395K | $12M |
| TRUIST FINANCIAL CORP | 260K | 305K | 329K | 360K | 447K | 350K | $11M |
| OSAIC HOLDINGS, INC. | 229K | 271K | 290K | 311K | 332K | 349K | $11M |
| ROYAL BANK OF CANADA | 151K | 156K | 328K | 193K | 344K | 312K | $10M |
| Integrated Wealth Concepts LLC | 138K | 176K | 168K | 187K | 83K | 290K | $9M |
| Willow Financial LLC | — | — | — | — | 382K | 290K | $9M |
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 | 68 | 17,094,688 | — | $526M |
| 2025-Q4 | 60 | 18,408,981 | — | $527M |
| 2025-Q3 | 52 | 13,922,187 | — | $399M |
| 2025-Q2 | 48 | 11,281,981 | — | $310M |
| 2025-Q1 | 46 | 7,989,093 | — | $225M |
| 2024-Q4 | 42 | 5,159,488 | — | $137M |
| 2024-Q3 | 38 | 5,016,107 | — | $140M |
| 2024-Q2 | 35 | 3,400,320 | — | $84M |
| 2024-Q1 | 29 | 2,938,648 | — | $74M |
| 2023-Q4 | 28 | 2,619,114 | — | $63M |
| 2023-Q3 | 28 | 2,091,229 | — | $47M |
| 2023-Q2 | 24 | 1,961,447 | — | $47M |
| 2023-Q1 | 13 | 1,380,721 | — | $34M |
| 2022-Q4 | 8 | 607,829 | — |
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.
| $15M |
