| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,173,5502.2M | $82M | — | — |
| 2 | BENJAMIN EDWARDS INC | 962,892962,892 | $36M | — | — |
| 3 | WELLS FARGO & COMPANY/MN | 196,240196,240 | $7M | — | ADD 203% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 89,55789,557 | $3M | — | ADD 28% |
| 5 | OSAIC HOLDINGS, INC. | 88,65488,654 | $3M | — | ADD 24% |
| 6 | CITADEL ADVISORS LLC | 76,12676,126 | $3M | — | ADD 110% |
| 7 | STIFEL FINANCIAL CORP | 66,64266,642 | $3M | — | NEW |
| 8 | GOLDMAN SACHS GROUP INC | 59,76859,768 | $2M | — | ADD 155% |
| 9 | RAYMOND JAMES FINANCIAL INC | 48,94648,946 | $2M | — | TRIM -7% |
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 43,60243,602 | $2M | — | — |
| 11 | LPL Financial LLC | 32,63832,638 | $1M | — | TRIM -4% |
| 12 | Shum Financial Group, Inc. | 25,20625,206 | $954,992 | — | TRIM -4% |
| 13 | JANE STREET GROUP, LLC | 23,13223,132 | $876,414 | — | ADD 62% |
| 14 | Cambridge Investment Research Advisors, Inc. | 13,94913,949 | $528,000 | — | TRIM -7% |
| 15 | ROYAL BANK OF CANADA | 11,01611,016 | $417,000 | — | TRIM -3% |
| 16 | Equitable Holdings, Inc. | 7,6077,607 | $288,191 | — | NEW |
| 17 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 7,2827,282 | $275,896 | — | NEW |
| 18 | CAPTRUST FINANCIAL ADVISORS | 5,9405,940 | $225,043 | — | — |
| 19 | Fifth Third Securities, Inc. | 5,8455,845 | $221,452 | — | — |
| 20 | Trilogy Capital Inc. | 5,7135,713 | $216,437 | — | — |
| 21 | CWM, LLC | 4,5924,592 | $173,985 | — | — |
| 22 | Godfrey Financial Associates, Inc. | 1,2471,247 | $47,246 | — | — |
| 23 | HARBOR INVESTMENT ADVISORY, LLC | 1,1901,190 | $45,086 | — | — |
| 24 | 1620 INVESTMENT ADVISORS, INC. | 485485 | $18,406 | — | — |
| 25 | IFP Advisors, Inc | 392392 | $14,852 | — | — |
| 26 | FIFTH THIRD BANCORP | 150150 | $5,683 | — | NEW |
| 27 | UBS Group AG | 123123 | $4,660 | — | TRIM -67% |
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 | — | — | 2.3M | 2.1M | 2.2M | 2.2M | $82M |
| BENJAMIN EDWARDS INC | — | — | 971K | 974K | 948K | 963K | $36M |
| WELLS FARGO & COMPANY/MN | — | — | 9K | 10K | 65K | 196K | $7M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | 72K | 74K | 70K | 90K | $3M |
| OSAIC HOLDINGS, INC. | — | — | 55K | 64K | 71K | 89K | $3M |
| CITADEL ADVISORS LLC | — | — | 605K | 519K | 36K | 76K | $3M |
| STIFEL FINANCIAL CORP | — | — | — | — | — | 67K | $3M |
| GOLDMAN SACHS GROUP INC | — | — | — | — | 23K | 60K | $2M |
| RAYMOND JAMES FINANCIAL INC | — | — | 37K | 44K | 53K | 49K | $2M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | — | — | 43K | 43K | 44K | 44K | $2M |
| LPL Financial LLC | — | — | 29K | 29K | 34K | 33K | $1M |
| Shum Financial Group, Inc. | — | — | — | 27K | 26K | 25K | $954,992 |
| JANE STREET GROUP, LLC | — | — | 159K | 20K | 14K | 23K | $876,414 |
| Cambridge Investment Research Advisors, Inc. | — | — | 23K | 22K | 15K | 14K | $528,000 |
| ROYAL BANK OF CANADA | — | — | 68K | 11K | 11K | 11K | $417,000 |
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 | 27 | 3,952,484 | — | $150M |
| 2025-Q4 | 27 | 3,705,985 | — | $142M |
| 2025-Q3 | 29 | 4,074,359 | — | $158M |
| 2025-Q2 | 31 | 5,569,291 | — | $213M |
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.
