| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC | 10,873,63810.9M | $139M | — | ADD 6% |
| 2 | Karpus Management, Inc. | 4,697,8464.7M | $60M | — | TRIM -9% |
| 3 | WELLS FARGO & COMPANY/MN | 1,269,7411.3M | $16M | — | TRIM -2% |
| 4 | UBS Group AG | 740,594740,594 | $9M | — | ADD 3% |
| 5 | MORGAN STANLEY | 622,896622,896 | $8M | — | TRIM -5% |
| 6 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 484,445484,445 | $6M | — | — |
| 7 | ROYAL BANK OF CANADA | 408,270408,270 | $5M | — | — |
| 8 | STIFEL FINANCIAL CORP | 371,496371,496 | $5M | — | TRIM -11% |
| 9 | Advisors Asset Management, Inc. | 353,662353,662 | $5M | — | TRIM -3% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 239,403239,403 | $3M | — | TRIM -34% |
| 11 | Noble Wealth Management PBC | 235,470235,470 | $3M | — | — |
| 12 | RIVERBRIDGE PARTNERS LLC | 233,477233,477 | $3M | — | ADD 8% |
| 13 | FIRST TRUST ADVISORS LP | 203,077203,077 | $3M | — | ADD 8% |
| 14 | Thomas J. Herzfeld Advisors, Inc. | 193,430193,430 | $2M | — | TRIM -11% |
| 15 | LPL Financial LLC | 177,645177,645 | $2M | — | TRIM -3% |
| 16 | Closed-End Fund Advisors, Inc. | 120,700120,700 | $2M | — | — |
| 17 | Dakota Wealth Management | 80,83580,835 | $1M | — | ADD 4% |
| 18 | Twelve Points Wealth Management LLC | 79,15079,150 | $1M | — | ADD 11% |
| 19 | RAYMOND JAMES FINANCIAL INC | 78,99978,999 | $1M | — | — |
| 20 | Focus Partners Wealth | 73,77973,779 | $940,683 | — | ADD 4% |
| 21 | OSAIC HOLDINGS, INC. | 72,97972,979 | $930,478 | — | ADD 3% |
| 22 | &PARTNERS | 54,32954,329 | $692,695 | — | ADD 6% |
| 23 | Invesco Ltd. | 42,62442,624 | $543,456 | — | ADD 7% |
| 24 | Cetera Investment Advisers | 37,72937,729 | $481,039 | — | TRIM -34% |
| 25 | CHOREO, LLC | 26,02026,020 | $331,755 | — | TRIM -9% |
| 26 | Summit Asset Management, LLC | 26,00026,000 | $331,500 | — | — |
| 27 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 24,37024,370 | $308,281 | — | — |
| 28 | Live Oak Private Wealth LLC | 21,67021,670 | $276,293 | — | — |
| 29 | Rockefeller Capital Management L.P. | 19,68619,686 | $251,001 | — | ADD 8% |
| 30 | WEDBUSH SECURITIES INC | 18,80718,807 | $240,000 | — | ADD 5% |
| 31 | Mayflower Financial Advisors, LLC | 18,70018,700 | $238,425 | — | NEW |
| 32 | Lido Advisors, LLC | 13,46713,467 | $171,704 | — | — |
| 33 | Shaker Financial Services, LLC | 11,95411,954 | $152,414 | — | TRIM -89% |
| 34 | COMMONWEALTH EQUITY SERVICES, LLC | 10,34310,343 | $131,880 | — | — |
| 35 | PFG Investments, LLC | 10,08010,080 | $128,522 | — | — |
| 36 | CoreCap Advisors, LLC | 7,2587,258 | $92,549 | — | NEW |
| 37 | FIFTH THIRD BANCORP | 4,4464,446 | $56,686 | — | NEW |
| 38 | Mountain Hill Investment Partners Corp. | 3,3333,333 | $42,496 | — | — |
| 39 | GHP Investment Advisors, Inc. | 2,5002,500 | $31,875 | — | NEW |
| 40 | Larson Financial Group LLC | 400400 | $5,104 | — | — |
| 41 | N.E.W. Advisory Services LLC | 357357 | $4,552 | — | — |
| 42 | HIGHLINE WEALTH PARTNERS LLC | 300300 | $3,825 | — | — |
| 43 | Corient Private Wealth LLC | 30,00030,000 | $383 | — | TRIM -50% |
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 |
|---|---|---|---|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 5.2M | 5.3M | 9.6M | 10.0M | 10.3M | 10.9M | $139M |
| Karpus Management, Inc. | 3.8M | 3.5M | 5.5M | 5.3M | 5.2M | 4.7M | $60M |
| WELLS FARGO & COMPANY/MN | 1.1M | 1.4M | 1.4M | 1.4M | 1.3M | 1.3M | $16M |
| UBS Group AG | 695K | 755K | 952K | 793K | 720K | 741K | $9M |
| MORGAN STANLEY | 878K | 807K | 748K | 745K | 656K | 623K | $8M |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 519K | 511K | 518K | 510K | 484K | 484K | $6M |
| ROYAL BANK OF CANADA | 281K | 289K | 680K | 402K | 410K | 408K | $5M |
| STIFEL FINANCIAL CORP | 293K | 325K | 401K | 401K | 418K | 371K | $5M |
| Advisors Asset Management, Inc. | 102K | 253K | 352K | 366K | 364K | 354K | $5M |
| ENVESTNET ASSET MANAGEMENT INC | 25K | 54K | 148K | 323K | 364K | 239K | $3M |
| Noble Wealth Management PBC | 191K | 194K | — | 247K | 236K | 235K | $3M |
| RIVERBRIDGE PARTNERS LLC | 106K | 117K | 122K | 125K | 216K | 233K | $3M |
| FIRST TRUST ADVISORS LP | 71K | 86K | 140K | 176K | 187K | 203K | $3M |
| Thomas J. Herzfeld Advisors, Inc. | — | — | 203K | 208K | 217K | 193K | $2M |
| LPL Financial LLC | 133K | 135K | 179K | 179K | 183K | 178K | $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 | 43 | 21,995,905 | — | $280M |
| 2025-Q4 | 43 | 22,208,490 | — | $293M |
| 2025-Q3 | 40 | 22,017,706 | — | $289M |
| 2025-Q2 | 39 | 21,838,556 | — | $283M |
| 2025-Q1 | 35 | 14,405,228 | — | $194M |
| 2024-Q4 | 38 | 14,156,237 | — | $180M |
| 2024-Q3 | 35 | 12,635,996 | — | $167M |
| 2024-Q2 | 34 | 12,866,146 | — | $159M |
| 2024-Q1 | 33 | 16,483,953 | — | $206M |
| 2023-Q4 | 40 | 12,957,403 | — | $154M |
| 2023-Q3 | 33 | 11,014,031 | — |
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.
| $133M |
| 2023-Q2 | 35 | 10,635,598 | — | $126M |
| 2023-Q1 | 42 | 10,175,571 | — | $125M |
| 2022-Q4 | 46 | 9,746,556 | — | $125M |
| 2022-Q3 | 43 | 8,146,557 | — | $109M |
| 2022-Q2 | 41 | 7,018,694 | — | $102M |
| 2022-Q1 | 33 | 7,193,563 | — | $113M |
| 2021-Q4 | 36 | 8,520,508 | — | $145M |
| 2021-Q3 | 29 | 5,782,165 | — | $99M |
| 2021-Q2 | 23 | 4,981,064 | — | $90M |
| 2021-Q1 | 21 | 4,717,266 | — | $83M |
| 2020-Q4 | 26 | 4,228,439 | — | $71M |
| 2020-Q3 | 20 | 3,838,911 | — | $65M |
| 2020-Q2 | 22 | 4,794,079 | — | $80M |
| 2020-Q1 | 21 | 1,495,601 | — | $26M |
| 2019-Q4 | 15 | 1,371,313 | — | $28M |
| 2019-Q3 | 9 | 1,177,802 | — | $24M |
| 2019-Q2 | 6 | 698,291 | — | $14M |
