| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | FRANKLIN RESOURCES INC | 14,898,46614.9M | $319M | — | — |
| 2 | HANTZ FINANCIAL SERVICES, INC. | 4,596,0594.6M | $98M | — | TRIM -14% |
| 3 | MORGAN STANLEY | 1,194,5191.2M | $26M | — | — |
| 4 | BANK OF AMERICA CORP /DE/ | 989,730989,730 | $21M | — | ADD 3% |
| 5 | Convergence Financial, LLC | 910,087910,087 | $19M | — | NEW |
| 6 | Legacy CG, LLC | 733,605733,605 | $16M | — | NEW |
| 7 | AMERIPRISE FINANCIAL INC | 667,921667,921 | $14M | — | ADD 144% |
| 8 | Sanctuary Advisors, LLC | 419,177419,177 | $9M | — | ADD 10% |
| 9 | CAPTRUST FINANCIAL ADVISORS | 353,586353,586 | $8M | — | NEW |
| 10 | BENJAMIN EDWARDS INC | 291,006291,006 | $6M | — | — |
| 11 | Bank of New York Mellon Corp | 250,706250,706 | $5M | — | ADD 10% |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 211,272211,272 | $5M | — | ADD 3% |
| 13 | TRUIST FINANCIAL CORP | 161,218161,218 | $3M | — | ADD 4% |
| 14 | LPL Financial LLC | 131,740131,740 | $3M | — | ADD 12% |
| 15 | Sequent Planning LLC | 129,939129,939 | $3M | — | ADD 11% |
| 16 | CITADEL ADVISORS LLC | 118,382118,382 | $3M | — | ADD 1060% |
| 17 | JPMORGAN CHASE & CO | 116,098116,098 | $2M | — | ADD 15% |
| 18 | Cetera Investment Advisers | 114,513114,513 | $2M | — | ADD 25% |
| 19 | GOLDMAN SACHS GROUP INC | 62,25262,252 | $1M | — | NEW |
| 20 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 58,22058,220 | $1M | — | ADD 21% |
| 21 | Compound Planning, Inc. | 56,30656,306 | $1M | — | ADD 22% |
| 22 | MML INVESTORS SERVICES, LLC | 48,12148,121 | $1M | — | TRIM -20% |
| 23 | JANE STREET GROUP, LLC | 39,78139,781 | $852,109 | — | NEW |
| 24 | MGO ONE SEVEN LLC | 37,53037,530 | $803,893 | — | ADD 39% |
| 25 | RAYMOND JAMES FINANCIAL INC | 21,73021,730 | $465,465 | — | TRIM -67% |
| 26 | FLOW TRADERS U.S. LLC | 18,54118,541 | $397,000 | — | NEW |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18,50018,500 | $396,270 | — | ADD 35% |
| 28 | HRT FINANCIAL LP | 17,89617,896 | $383,000 | — | NEW |
| 29 | Brooklyn Investment Group | 17,06117,061 | $365,447 | — | TRIM -37% |
| 30 | HighTower Advisors, LLC | 15,70415,704 | $336,380 | — | TRIM -4% |
| 31 | Atria Investments, Inc | 14,90514,905 | $319,271 | — | ADD 27% |
| 32 | Envestnet Portfolio Solutions, Inc. | 13,26413,264 | $284,115 | — | — |
| 33 | OSAIC HOLDINGS, INC. | 10,59910,599 | $227,026 | — | ADD 26% |
| 34 | COMMONWEALTH EQUITY SERVICES, LLC | 9,9319,931 | $212,720 | — | NEW |
| 35 | ROYAL BANK OF CANADA | 8,2848,284 | $178,000 | — | — |
| 36 | WELLS FARGO & COMPANY/MN | 5,8385,838 | $125,045 | — | — |
| 37 | TD Waterhouse Canada Inc. | 5,0605,060 | $107,980 | — | — |
| 38 | Intentional Wealth Strategies, LLC | 4,7714,771 | $102,195 | — | NEW |
| 39 | PNC FINANCIAL SERVICES GROUP, INC. | 3,8093,809 | $81,591 | — | ADD 6% |
| 40 | CWM, LLC | 1,0001,000 | $21,420 | — | ADD 97% |
| 41 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 533533 | $11,417 | — | NEW |
| 42 | UBS Group AG | 533533 | $11,417 | — | ADD 178% |
| 43 | Geneos Wealth Management Inc. | 461461 | $9,875 | — | — |
| 44 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 304304 | $6,490 | — | — |
| 45 | CITIGROUP INC | 163163 | $3,491 | — | NEW |
| 46 | AE Wealth Management LLC | 9999 | $2,121 | — | — |
| 47 | Dunhill Financial, LLC | 9696 | $2,065 | — | NEW |
| 48 | Root Financial Partners, LLC | 3535 | $750 | — | TRIM -84% |
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 |
|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | 15.1M | 14.7M | 15.7M | 15.7M | 15.1M | 14.9M | $319M |
| HANTZ FINANCIAL SERVICES, INC. | 4.2M | 4.8M | 5.1M | 5.2M | 5.4M | 4.6M | $98M |
| MORGAN STANLEY | 1.6M | 1.6M | 1.4M | 1.1M | 1.2M | 1.2M | $26M |
| BANK OF AMERICA CORP /DE/ | 878K | 876K | 943K | 935K | 957K | 990K | $21M |
| Convergence Financial, LLC | — | — | — | — | — | 910K | $19M |
| Legacy CG, LLC | — | — | — | — | — | 734K | $16M |
| AMERIPRISE FINANCIAL INC | 70K | 89K | 93K | 128K | 274K | 668K | $14M |
| Sanctuary Advisors, LLC | 255K | 260K | 237K | 539K | 380K | 419K | $9M |
| CAPTRUST FINANCIAL ADVISORS | — | — | — | — | — | 354K | $8M |
| BENJAMIN EDWARDS INC | 266K | 266K | 230K | 278K | 288K | 291K | $6M |
| Bank of New York Mellon Corp | 136K | 140K | 150K | 173K | 228K | 251K | $5M |
| ENVESTNET ASSET MANAGEMENT INC | 145K | 153K | 188K | 195K | 206K | 211K | $5M |
| TRUIST FINANCIAL CORP | 123K | 128K | 128K | 133K | 155K | 161K | $3M |
| LPL Financial LLC | 103K | 89K | 112K | 107K | 118K | 132K | $3M |
| Sequent Planning LLC | — | — | — | 105K | 117K | 130K | $3M |
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 | 48 | 26,779,351 | — | $574M |
| 2025-Q4 | 38 | 24,914,588 | — | $539M |
| 2025-Q3 | 34 | 25,515,115 | — | $558M |
| 2025-Q2 | 31 | 24,890,187 | — | $537M |
| 2025-Q1 | 30 | 23,830,095 | — | $510M |
| 2024-Q4 | 30 | 23,190,709 | — | $489M |
| 2024-Q3 | 37 | 24,397,948 | — | $541M |
| 2024-Q2 | 34 | 15,153,115 | — | $320M |
| 2024-Q1 | 31 | 16,773,203 |
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.
| — |
| $358M |
| 2023-Q4 | 28 | 28,564,182 | — | $619M |
| 2023-Q3 | 28 | 28,879,167 | — | $586M |
| 2023-Q2 | 22 | 28,872,653 | — | $613M |
| 2023-Q1 | 24 | 27,929,907 | — | $600M |
| 2022-Q4 | 28 | 28,074,763 | — | $586M |
| 2022-Q3 | 24 | 26,584,310 | — | $542M |
| 2022-Q2 | 25 | 38,635,079 | — | $837M |
| 2022-Q1 | 22 | 38,772,897 | — | $919M |
| 2021-Q4 | 25 | 38,265,362 | — | $987M |
| 2021-Q3 | 26 | 39,595,148 | — | $1.0B |
| 2021-Q2 | 23 | 39,696,347 | — | $1.0B |
| 2021-Q1 | 23 | 39,271,430 | — | $1.0B |
| 2020-Q4 | 22 | 38,355,089 | — | $1.0B |
| 2020-Q3 | 21 | 38,089,077 | — | $1.0B |
| 2020-Q2 | 18 | 33,646,482 | — | $917M |
| 2020-Q1 | 17 | 22,616,067 | — | $545M |
| 2019-Q4 | 13 | 22,258,054 | — | $571M |
| 2019-Q3 | 9 | 8,838,297 | — | $226M |
| 2019-Q2 | 10 | 4,827,908 | — | $121M |
| 2019-Q1 | 7 | 542,715 | — | $13M |
| 2018-Q4 | 7 | 559,263 | — | $13M |
| 2018-Q3 | 7 | 965,981 | — | $23M |
| 2018-Q2 | 6 | 1,311,265 | — | $31M |
| 2018-Q1 | 7 | 1,458,165 | — | $35M |
| 2017-Q4 | 9 | 1,429,301 | — | $35M |
| 2017-Q3 | 5 | 1,450,180 | — | $36M |
| 2017-Q2 | 3 | 2,159,666 | — | $53M |
| 2017-Q1 | 3 | 2,071,350 | — | $50M |
| 2016-Q4 | 2 | 2,075,069 | — | $50M |
