| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,458,5391.5M | $11M | — | ADD 49% |
| 2 | BANK OF AMERICA CORP /DE/ | 827,191827,191 | $6M | — | ADD 14% |
| 3 | MORGAN STANLEY | 810,448810,448 | $6M | — | ADD 24% |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | 754,913754,913 | $5M | — | ADD 694% |
| 5 | UBS Group AG | 188,801188,801 | $1M | — | ADD 23% |
| 6 | Bridgewealth Advisory Group, LLC | 186,566186,566 | $1M | — | — |
| 7 | RAYMOND JAMES FINANCIAL INC | 183,151183,151 | $1M | — | ADD 65% |
| 8 | SeaCrest Wealth Management, LLC | 169,729169,729 | $1M | — | — |
| 9 | AMERIPRISE FINANCIAL INC | 168,574168,574 | $1M | — | TRIM -10% |
| 10 | Cetera Investment Advisers | 165,700165,700 | $1M | — | ADD 7% |
| 11 | Integrated Wealth Concepts LLC | 153,557153,557 | $1M | — | ADD 77% |
| 12 | Werba Rubin Papier Wealth Management | 137,103137,103 | $998,110 | — | — |
| 13 | JONES FINANCIAL COMPANIES LLLP | 120,194120,194 | $871,286 | — | ADD 22% |
| 14 | WELLS FARGO & COMPANY/MN | 113,753113,753 | $828,123 | — | ADD 56% |
| 15 | OSAIC HOLDINGS, INC. | 108,978108,978 | $793,354 | — | ADD 5% |
| 16 | JANE STREET GROUP, LLC | 108,230108,230 | $787,914 | — | TRIM -84% |
| 17 | CITIGROUP INC | 108,000108,000 | $786,240 | — | ADD 116% |
| 18 | Destination Wealth Management | 108,000108,000 | $786,240 | — | — |
| 19 | Creative Planning | 106,864106,864 | $777,968 | — | ADD 326% |
| 20 | TCFG WEALTH MANAGEMENT, LLC | 92,54592,545 | $673,728 | — | ADD 43% |
| 21 | TCFG Investment Advisors, LLC | 92,54592,545 | $673,728 | — | NEW |
| 22 | OneDigital Investment Advisors LLC | 91,26891,268 | $664,431 | — | NEW |
| 23 | Fjell Capital, LLC | 81,52281,522 | $593,480 | — | NEW |
| 24 | Mariner, LLC | 77,73977,739 | $565,943 | — | — |
| 25 | Sovran Advisors, LLC | 75,13475,134 | $551,857 | — | — |
| 26 | MassMutual Private Wealth & Trust, FSB | 61,71161,711 | $449,256 | — | NEW |
| 27 | Sanctuary Advisors, LLC | 61,35861,358 | $446,685 | — | — |
| 28 | RiverFront Investment Group, LLC | 58,15258,152 | $423,347 | — | NEW |
| 29 | Kestra Advisory Services, LLC | 57,36457,364 | $417,610 | — | ADD 103% |
| 30 | Westside Investment Management, Inc. | 55,74355,743 | $405,808 | — | — |
| 31 | ROYAL BANK OF CANADA | 54,48454,484 | $397,000 | — | ADD 37% |
| 32 | INDEPENDENT FINANCIAL GROUP, LLC | 52,86752,867 | $384,872 | — | — |
| 33 | Allworth Financial LP | 51,47151,471 | $374,707 | — | ADD 294% |
| 34 | US BANCORP \DE\ | 46,24246,242 | $336,642 | — | ADD 744% |
| 35 | FF Advisors,LLC | 45,41945,419 | $334,738 | — | NEW |
| 36 | CHOREO, LLC | 44,75144,751 | $325,787 | — | TRIM -15% |
| 37 | Alteri Wealth LLC | 41,43541,435 | $301,650 | — | ADD 29% |
| 38 | Greykasell Wealth Strategies, Inc. | 37,62137,621 | $273,881 | — | — |
| 39 | ENVESTNET ASSET MANAGEMENT INC | 33,10933,109 | $241,031 | — | — |
| 40 | CENTRAL VALLEY ADVISORS, LLC | 31,07431,074 | $226,218 | — | — |
| 41 | Fermata Advisors, LLC | 30,38230,382 | $221,181 | — | NEW |
| 42 | D.A. DAVIDSON & CO. | 29,40029,400 | $214,032 | — | NEW |
| 43 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 29,26029,260 | $213,012 | — | ADD 4% |
| 44 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 27,84527,845 | $202,713 | — | NEW |
| 45 | Gibbs Wealth Management | 27,68527,685 | $201,547 | — | NEW |
| 46 | LIBERTY WEALTH MANAGEMENT LLC | 27,63527,635 | $201,186 | — | TRIM -25% |
| 47 | FIFTH THIRD BANCORP | 27,59427,594 | $200,884 | — | NEW |
| 48 | Cambridge Investment Research Advisors, Inc. | 26,15426,154 | $190,000 | — | ADD 47% |
| 49 | Sovereign Financial Group, Inc. | 25,42025,420 | $185,058 | — | — |
| 50 | AMERIFLEX GROUP, INC. | 23,43623,436 | $170,614 | — | ADD 36% |
| 51 | Silverberg Bernstein Capital Management LLC | 23,05023,050 | $167,804 | — | NEW |
| 52 | WorthPointe, LLC | 20,13020,130 | $146,546 | — | NEW |
| 53 | EP Wealth Advisors, LLC | 19,80519,805 | $144,179 | — | TRIM -24% |
| 54 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19,52619,526 | $142,150 | — | NEW |
| 55 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18,22118,221 | $132,649 | — | — |
| 56 | Advisors Capital Management, LLC | 17,82217,822 | $129,744 | — | TRIM -30% |
| 57 | CLG LLC | 17,02017,020 | $123,902 | — | — |
| 58 | ASSETMARK, INC | 16,93316,933 | $123,272 | — | TRIM -23% |
| 59 | Perennial Investment Advisors, LLC | 15,82715,827 | $115,221 | — | — |
| 60 | Rockefeller Capital Management L.P. | 15,40715,407 | $112,163 | — | — |
| 61 | Castle Rock Wealth Management, LLC | 13,82213,822 | $100,624 | — | — |
| 62 | Gladstone Institutional Advisory LLC | 13,20013,200 | $96,096 | — | NEW |
| 63 | Cresset Asset Management, LLC | 13,05413,054 | $95,033 | — | — |
| 64 | Trajan Wealth LLC | 11,93611,936 | $86,894 | — | NEW |
| 65 | Ameritas Investment Partners, Inc. | 11,46111,461 | $83,438 | — | — |
| 66 | Ashton Thomas Private Wealth, LLC | 9,7899,789 | $71,264 | — | NEW |
| 67 | CWM, LLC | 7,0007,000 | $50,960 | — | NEW |
| 68 | WOLFF WIESE MAGANA LLC | 4,5484,548 | $33,110 | — | — |
| 69 | Golden State Wealth Management, LLC | 3,3363,336 | $24,286 | — | — |
| 70 | Farther Finance Advisors, LLC | 984984 | $7,154 | — | — |
| 71 | BANK OF MONTREAL /CAN/ | 816816 | $5,940 | — | TRIM -91% |
| 72 | CALDWELL SUTTER CAPITAL, INC. | 476476 | $3,462 | — | — |
| 73 | FRANKLIN RESOURCES INC | 386386 | $2,810 | — | — |
| 74 | FMR LLC | 113113 | $823 | — | — |
| 75 | MAI Capital Management | 11 | $8 | — | TRIM -100% |
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 | — | — | — | — | 976K | 1.5M | $11M |
| BANK OF AMERICA CORP /DE/ | — | — | — | — | 726K | 827K | $6M |
| MORGAN STANLEY | — | — | — | — | 652K | 810K | $6M |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | 95K | 755K | $5M |
| UBS Group AG | — | — | — | — | 153K | 189K | $1M |
| Bridgewealth Advisory Group, LLC | — | — | — | — | 188K | 187K | $1M |
| RAYMOND JAMES FINANCIAL INC | — | — | — | — | 111K | 183K | $1M |
| SeaCrest Wealth Management, LLC | — | — | — | — | 170K | 170K | $1M |
| AMERIPRISE FINANCIAL INC | — | — | — | — | 187K | 169K | $1M |
| Cetera Investment Advisers | — | — | — | — | 155K | 166K | $1M |
| Integrated Wealth Concepts LLC | — | — | — | — | 87K | 154K | $1M |
| Werba Rubin Papier Wealth Management | — | — | — | — | 138K | 137K | $998,110 |
| JONES FINANCIAL COMPANIES LLLP | — | — | — | — | 98K | 120K | $871,286 |
| WELLS FARGO & COMPANY/MN | — | — | — | — | 73K | 114K | $828,123 |
| OSAIC HOLDINGS, INC. | — | — | — | — | 104K | 109K | $793,354 |
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 | 75 | 7,771,319 | — | $57M |
| 2025-Q4 | 64 | 5,949,165 | — | $44M |
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.
