| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 6,207,9626.2M | $244M | — | ADD 29% |
| 2 | CAPTRUST FINANCIAL ADVISORS | 5,449,6365.4M | $214M | — | ADD 5% |
| 3 | UBS Group AG | 3,586,4593.6M | $141M | — | ADD 24% |
| 4 | MORGAN STANLEY | 3,220,8933.2M | $126M | — | ADD 46% |
| 5 | LPL Financial LLC | 2,677,6862.7M | $105M | — | ADD 7% |
| 6 | First Pacific Financial | 2,285,9702.3M | $90M | — | ADD 5% |
| 7 | Morton Capital Management LLC/CA | 1,820,0591.8M | $71M | — | ADD 11% |
| 8 | RAYMOND JAMES FINANCIAL INC | 1,758,1351.8M | $69M | — | ADD 48% |
| 9 | CARY STREET PARTNERS FINANCIAL LLC | 1,536,9351.5M | $60M | — | ADD 4% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 1,530,8881.5M | $60M | — | ADD 19% |
| 11 | Janney Montgomery Scott LLC | 1,377,5321.4M | $54M | — | ADD 13% |
| 12 | WELLS FARGO & COMPANY/MN | 1,288,9491.3M | $51M | — | ADD 59% |
| 13 | TCW GROUP INC | 1,188,1921.2M | $47M | — | — |
| 14 | STIFEL FINANCIAL CORP | 1,180,5631.2M | $46M | — | ADD 16% |
| 15 | Francis Financial, Inc. | 1,124,3491.1M | $44M | — | ADD 21% |
| 16 | Keudell/Morrison Wealth Management | 1,100,3681.1M | $43M | — | TRIM -7% |
| 17 | M&T Bank Corp | 856,958856,958 | $34M | — | TRIM -36% |
| 18 | Morling Financial Advisors, LLC | 793,655793,655 | $31M | — | ADD 7% |
| 19 | Leelyn Smith, LLC | 791,161791,161 | $31M | — | ADD 7% |
| 20 | Family Manage LLC | 789,776789,776 | $31M | — | ADD 101% |
| 21 | TECTONIC ADVISORS LLC | 687,204687,204 | $27M | — | ADD 6% |
| 22 | ROYAL BANK OF CANADA | 678,313678,313 | $27M | — | ADD 4% |
| 23 | PEAK FINANCIAL ADVISORS LLC | 635,012635,012 | $25M | — | — |
| 24 | Wealthspire Retirement, LLC | 536,243536,243 | $21M | — | NEW |
| 25 | True North Advisors, LLC | 508,913508,913 | $20M | — | ADD 42% |
| 26 | Weaver Capital Management LLC | 507,700507,700 | $20M | — | — |
| 27 | EXCHANGE TRADED CONCEPTS, LLC | 490,958490,958 | $19M | — | — |
| 28 | Tidemark, LLC | 465,032465,032 | $18M | — | ADD 11% |
| 29 | WJ Wealth Management, LLC | 427,989427,989 | $17M | — | TRIM -4% |
| 30 | Madison Asset Management, LLC | 426,822426,822 | $17M | — | ADD 71% |
| 31 | Spectrum Wealth Advisory Group, LLC | 425,095425,095 | $17M | — | ADD 13% |
| 32 | IHT Wealth Management, LLC | 408,368408,368 | $16M | — | ADD 115% |
| 33 | Onyx Bridge Wealth Group LLC | 388,997388,997 | $15M | — | ADD 18% |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 388,728388,728 | $15M | — | ADD 17% |
| 35 | HighTower Advisors, LLC | 374,368374,368 | $15M | — | ADD 800% |
| 36 | FAGAN ASSOCIATES, INC. | 361,180361,180 | $14M | — | — |
| 37 | CWM, LLC | 332,445332,445 | $13M | — | ADD 25% |
| 38 | Pasadena Private Wealth, LLC | 316,105316,105 | $12M | — | TRIM -11% |
| 39 | OSAIC HOLDINGS, INC. | 304,703304,703 | $12M | — | ADD 176% |
| 40 | BlueStem Wealth Partners, LLC | 295,697295,697 | $12M | — | ADD 6% |
| 41 | Beacon Financial Advisory LLC | 284,209284,209 | $11M | — | ADD 9% |
| 42 | Peak Financial Management, Inc. | 279,656279,656 | $11M | — | ADD 21% |
| 43 | Rothschild Wealth LLC | 269,643269,643 | $11M | — | ADD 13% |
| 44 | Ausdal Financial Partners, Inc. | 263,186263,186 | $10M | — | ADD 5% |
| 45 | White & Co Financial Planning Inc | 259,554259,554 | $10M | — | ADD 12% |
| 46 | Ducere Wealth Management LLC | 240,557240,557 | $9M | — | ADD 22% |
| 47 | Baird Financial Group, Inc. | 233,483233,483 | $9M | — | ADD 64% |
| 48 | &PARTNERS | 202,824202,824 | $8M | — | ADD 81% |
| 49 | Rockefeller Capital Management L.P. | 192,820192,820 | $8M | — | NEW |
| 50 | Arax Advisory Partners | 191,547191,547 | $8M | — | ADD 10% |
| 51 | Thrivent Financial for Lutherans | 191,303191,303 | $8M | — | ADD 4% |
| 52 | 3EDGE Asset Management, LP | 184,897184,897 | $7M | — | ADD 4% |
| 53 | Steward Partners Investment Advisory, LLC | 177,234177,234 | $7M | — | ADD 5% |
| 54 | COMMONWEALTH EQUITY SERVICES, LLC | 157,363157,363 | $6M | — | ADD 105% |
| 55 | Etesian Wealth Advisors, Inc. | 149,515149,515 | $6M | — | ADD 45% |
| 56 | Brookwood Investment Group LLC | 147,542147,542 | $6M | — | TRIM -34% |
| 57 | Per Stirling Capital Management, LLC. | 147,258147,258 | $6M | — | ADD 2% |
| 58 | TRUIST FINANCIAL CORP | 145,333145,333 | $6M | — | ADD 936% |
| 59 | Beckerman Institutional, LLC | 138,179138,179 | $5M | — | ADD 9% |
| 60 | Mesirow Financial Investment Management, Inc. | 131,296131,296 | $5M | — | ADD 87% |
| 61 | ANCHOR CAPITAL ADVISORS LLC | 128,544128,544 | $5M | — | NEW |
| 62 | Lunt Capital Management, Inc. | 120,342120,342 | $5M | — | ADD 7% |
| 63 | BELLEVUE ASSET MANAGEMENT, LLC | 115,401115,401 | $5M | — | — |
| 64 | KPP Advisory Services LLC | 114,093114,093 | $4M | — | ADD 91% |
| 65 | Maridea Wealth Management LLC | 114,040114,040 | $4M | — | ADD 17% |
| 66 | CITADEL ADVISORS LLC | 106,896106,896 | $4M | — | NEW |
| 67 | AXXCESS WEALTH MANAGEMENT, LLC | 105,901105,901 | $4M | — | — |
| 68 | Mariner, LLC | 102,294102,294 | $4M | — | ADD 17% |
| 69 | MARSHALL INVESTMENT MANAGEMENT, LLC | 101,528101,528 | $4M | — | NEW |
| 70 | Envestnet Portfolio Solutions, Inc. | 98,09598,095 | $4M | — | ADD 7% |
| 71 | Capital Square, LLC | 97,30597,305 | $4M | — | TRIM -5% |
| 72 | ProCore Advisors, LLC | 95,44195,441 | $4M | — | ADD 12% |
| 73 | Equitable Holdings, Inc. | 87,03987,039 | $3M | — | — |
| 74 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 77,85077,850 | $3M | — | ADD 31% |
| 75 | Tandem Financial, LLC | 77,70577,705 | $3M | — | ADD 88% |
| 76 | Cambridge Investment Research Advisors, Inc. | 76,89376,893 | $3M | — | ADD 23% |
| 77 | D.A. DAVIDSON & CO. | 72,58572,585 | $3M | — | ADD 7% |
| 78 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 70,99770,997 | $3M | — | ADD 45% |
| 79 | JPMORGAN CHASE & CO | 69,59469,594 | $3M | — | ADD 106% |
| 80 | Cetera Investment Advisers | 66,22466,224 | $3M | — | TRIM -13% |
| 81 | Concord Wealth Partners | 62,54862,548 | $2M | — | ADD 44% |
| 82 | Atlas Wealth LLC | 61,00561,005 | $2M | — | TRIM -27% |
| 83 | OPPENHEIMER & CO INC | 53,07053,070 | $2M | — | TRIM -4% |
| 84 | MATHER GROUP, LLC. | 50,95550,955 | $2M | — | NEW |
| 85 | JONES FINANCIAL COMPANIES LLLP | 50,43650,436 | $2M | — | ADD 21% |
| 86 | Frontier Asset Management, LLC | 48,61248,612 | $2M | — | TRIM -10% |
| 87 | Keystone Financial Group | 46,12646,126 | $2M | — | ADD 14% |
| 88 | PRINCIPAL SECURITIES, INC. | 42,39042,390 | $2M | — | ADD 10% |
| 89 | Diversified Portfolios, Inc. | 41,38241,382 | $2M | — | ADD 33% |
| 90 | JANE STREET GROUP, LLC | 39,83539,835 | $2M | — | NEW |
| 91 | BLUE JEAN FINANCIAL LLC | 36,41536,415 | $1M | — | ADD 7% |
| 92 | KESTRA PRIVATE WEALTH SERVICES, LLC | 34,94834,948 | $1M | — | ADD 121% |
| 93 | BNP PARIBAS FINANCIAL MARKETS | 33,00533,005 | $1M | — | ADD 192% |
| 94 | Argent Trust Co | 32,61332,613 | $1M | — | TRIM -9% |
| 95 | Encompass More Asset Management | 30,37630,376 | $1M | — | ADD 6% |
| 96 | Ariadne Wealth Management, LP | 30,16530,165 | $1M | — | — |
| 97 | MML INVESTORS SERVICES, LLC | 29,96729,967 | $1M | — | TRIM -74% |
| 98 | Retirement Planning Group, LLC | 29,95629,956 | $1M | — | NEW |
| 99 | Apollon Financial, LLC | 29,76029,760 | $1M | — | TRIM -3% |
| 100 | UMB Bank, n.a. | 28,23128,231 | $1M | — | — |
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 |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 58K | 1.1M | 2.6M | 3.8M | 4.8M | 6.2M | $244M |
| CAPTRUST FINANCIAL ADVISORS | 3.8M | 4.1M | 4.3M | 4.8M | 5.2M | 5.4M | $214M |
| UBS Group AG | — | — | 1.2M | 2.3M | 2.9M | 3.6M | $141M |
| MORGAN STANLEY | 300 | 300 | 300 | 428K | 2.2M | 3.2M | $126M |
| LPL Financial LLC | 589K | 1.1M | 1.5M | 2.2M | 2.5M | 2.7M | $105M |
| First Pacific Financial | — | — | 1.9M | 1.9M | 2.2M | 2.3M | $90M |
| Morton Capital Management LLC/CA | 1.2M | 1.3M | 1.4M | 1.5M | 1.6M | 1.8M | $71M |
| RAYMOND JAMES FINANCIAL INC | — | 6K | 322K | 730K | 1.2M | 1.8M | $69M |
| CARY STREET PARTNERS FINANCIAL LLC | 860K | 1.1M | 1.3M | 1.4M | 1.5M | 1.5M | $60M |
| ENVESTNET ASSET MANAGEMENT INC | 444K | 904K | 1.0M | 1.2M | 1.3M | 1.5M | $60M |
| Janney Montgomery Scott LLC | — | — | — | 1.0M | 1.2M | 1.4M | $54M |
| WELLS FARGO & COMPANY/MN | — | — | — | — | 810K | 1.3M | $51M |
| TCW GROUP INC | 184K | 184K | 978K | 1.2M | 1.2M | 1.2M | $47M |
| STIFEL FINANCIAL CORP | 18K | 39K | 508K | 917K | 1.0M | 1.2M | $46M |
| Francis Financial, Inc. | — | 460K | 758K | 834K | 926K | 1.1M | $44M |
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 | 159 | 56,833,792 | — | $2.2B |
| 2025-Q4 | 141 | 47,672,857 | — | $1.9B |
| 2025-Q3 | 118 | 36,366,111 | — | $1.4B |
| 2025-Q2 | 102 | 26,536,311 | — | $1.0B |
| 2025-Q1 | 72 | 15,634,489 | — | $612M |
| 2024-Q4 | 62 | 10,989,987 | — | $425M |
| 2024-Q3 | 35 | 8,669,849 | — | $345M |
| 2024-Q2 | 33 | 8,098,045 | — | $309M |
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.
