| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Prospera Financial Services Inc | 257,964257,964 | $9M | — | TRIM -15% |
| 2 | LPL Financial LLC | 227,339227,339 | $8M | — | ADD 24% |
| 3 | MORGAN STANLEY | 219,840219,840 | $8M | — | — |
| 4 | WELLS FARGO & COMPANY/MN | 181,165181,165 | $6M | — | ADD 2% |
| 5 | BANK OF AMERICA CORP /DE/ | 128,427128,427 | $4M | — | TRIM -18% |
| 6 | UBS Group AG | 120,968120,968 | $4M | — | — |
| 7 | RAYMOND JAMES FINANCIAL INC | 59,13159,131 | $2M | — | — |
| 8 | Janney Montgomery Scott LLC | 33,38233,382 | $1M | — | TRIM -4% |
| 9 | Geneos Wealth Management Inc. | 29,64029,640 | $1M | — | ADD 10% |
| 10 | Sun Financial Inc | 23,24123,241 | $942,550 | — | — |
| 11 | ROYAL BANK OF CANADA | 22,81622,816 | $795,000 | — | — |
| 12 | Mariner, LLC | 22,33522,335 | $777,877 | — | TRIM -8% |
| 13 | OPPENHEIMER & CO INC | 19,87519,875 | $692,203 | — | TRIM -3% |
| 14 | Private Advisor Group, LLC | 18,46218,462 | $642,997 | — | TRIM -5% |
| 15 | WORLD EQUITY GROUP, INC. | 17,01717,017 | $592,665 | — | TRIM -17% |
| 16 | Atria Investments, Inc | 16,90716,907 | $588,831 | — | TRIM -10% |
| 17 | Proactive Wealth Strategies LLC | 16,70916,709 | $581,940 | — | ADD 94% |
| 18 | Kestra Advisory Services, LLC | 16,02416,024 | $558,067 | — | ADD 21% |
| 19 | Trueblood Wealth Management, LLC | 15,68615,686 | $546,297 | — | TRIM -5% |
| 20 | PCG Wealth Advisors, LLC | 15,06815,068 | $524,795 | — | — |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,73914,739 | $513,327 | — | TRIM -70% |
| 22 | CITADEL ADVISORS LLC | 13,67113,671 | $476,131 | — | NEW |
| 23 | OSAIC HOLDINGS, INC. | 12,17912,179 | $424,208 | — | TRIM -33% |
| 24 | NBT BANK N A /NY | 11,05511,055 | $385,021 | — | ADD 30608% |
| 25 | Keystone Financial Group | 10,28010,280 | $358,039 | — | TRIM -9% |
| 26 | Cambridge Investment Research Advisors, Inc. | 9,5699,569 | $333,000 | — | — |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 8,1198,119 | $282,768 | — | ADD 20% |
| 28 | ELEMENT POINTE ADVISORS, LLC | 7,7877,787 | $271,204 | — | — |
| 29 | Holos Integrated Wealth LLC | 6,9016,901 | $243,847 | — | TRIM -9% |
| 30 | Chicago Partners Investment Group LLC | 5,9375,937 | $222,090 | — | — |
| 31 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5,4765,476 | $190,717 | — | — |
| 32 | Steward Partners Investment Advisory, LLC | 3,9173,917 | $136,420 | — | NEW |
| 33 | PRIVATE TRUST CO NA | 3,4423,442 | $119,877 | — | — |
| 34 | FIFTH THIRD BANCORP | 2,5812,581 | $89,891 | — | NEW |
| 35 | WealthShield Partners, LLC | 2,4372,437 | $84,875 | — | — |
| 36 | MTM Investment Management, LLC | 2,3882,388 | $83,169 | — | — |
| 37 | TD Waterhouse Canada Inc. | 1,8251,825 | $64,003 | — | TRIM -44% |
| 38 | Founders Financial Alliance, LLC | 1,2481,248 | $43,465 | — | — |
| 39 | US BANCORP \DE\ | 1,1251,125 | $39,218 | — | TRIM -19% |
| 40 | Western Wealth Management, LLC | 778778 | $27,096 | — | NEW |
| 41 | ASSETMARK, INC | 678678 | $23,613 | — | — |
| 42 | ADVISORTRUST PARTNERS, LLC | 331331 | $11,528 | — | NEW |
| 43 | JPMORGAN CHASE & CO | 320320 | $10,849 | — | — |
| 44 | Key Financial Inc | 221221 | $7,697 | — | — |
| 45 | Aptus Capital Advisors, LLC | 200200 | $6,966 | — | — |
| 46 | GUARDIAN WEALTH ADVISORS, LLC / NC | 200200 | $6,966 | — | NEW |
| 47 | FMR LLC | 171171 | $5,956 | — | — |
| 48 | EverSource Wealth Advisors, LLC | 166166 | $5,781 | — | — |
| 49 | NBC SECURITIES, INC. | 162162 | $5,657 | — | — |
| 50 | CWM, LLC | 110110 | $3,831 | — | NEW |
| 51 | Farther Finance Advisors, LLC | 8181 | $2,847 | — | TRIM -45% |
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 |
|---|---|---|---|---|---|---|---|
| Prospera Financial Services Inc | 323K | 318K | 330K | 319K | 304K | 258K | $9M |
| LPL Financial LLC | 297K | 238K | 228K | 218K | 183K | 227K | $8M |
| MORGAN STANLEY | 273K | 260K | 255K | 235K | 223K | 220K | $8M |
| WELLS FARGO & COMPANY/MN | 193K | 193K | 207K | 184K | 177K | 181K | $6M |
| BANK OF AMERICA CORP /DE/ | 166K | 158K | 157K | 156K | 156K | 128K | $4M |
| UBS Group AG | 217K | 202K | 132K | 123K | 123K | 121K | $4M |
| RAYMOND JAMES FINANCIAL INC | 108K | 215K | 348K | 63K | 59K | 59K | $2M |
| Janney Montgomery Scott LLC | 27K | 27K | 48K | 44K | 35K | 33K | $1M |
| Geneos Wealth Management Inc. | 14K | 46K | 32K | 32K | 27K | 30K | $1M |
| Sun Financial Inc | — | — | — | — | 24K | 23K | $942,550 |
| ROYAL BANK OF CANADA | 36K | 31K | 61K | 23K | 23K | 23K | $795,000 |
| Mariner, LLC | 33K | 30K | 25K | 26K | 24K | 22K | $777,877 |
| OPPENHEIMER & CO INC | 22K | 21K | 21K | 21K | 20K | 20K | $692,203 |
| Private Advisor Group, LLC | 50K | 46K | 46K | 24K | 19K | 18K | $642,997 |
| WORLD EQUITY GROUP, INC. | 13K | 19K | 21K | 21K | 20K | 17K | $592,665 |
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 | 51 | 1,590,090 | — | $56M |
| 2025-Q4 | 49 | 1,697,496 | — | $62M |
| 2025-Q3 | 49 | 1,780,208 | — | $65M |
| 2025-Q2 | 54 | 2,236,687 | — | $79M |
| 2025-Q1 | 55 | 2,281,170 | — | $80M |
| 2024-Q4 | 53 | 2,258,783 | — | $83M |
| 2024-Q3 | 54 | 2,662,675 | — | $95M |
| 2024-Q2 | 51 | 2,798,790 | — | $99M |
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.
| 2024-Q1 |
| 57 |
| 4,274,770 |
| — |
| $148M |
| 2023-Q4 | 54 | 4,143,933 | — | $136M |
| 2023-Q3 | 54 | 4,262,886 | — | $134M |
| 2023-Q2 | 57 | 5,525,594 | — | $186M |
| 2023-Q1 | 64 | 5,546,097 | — | $183M |
| 2022-Q4 | 65 | 5,701,514 | — | $197M |
| 2022-Q3 | 59 | 4,880,702 | — | $163M |
| 2022-Q2 | 56 | 4,486,973 | — | $152M |
| 2022-Q1 | 58 | 3,955,407 | — | $145M |
| 2021-Q4 | 56 | 3,889,261 | — | $147M |
| 2021-Q3 | 53 | 3,826,367 | — | $135M |
| 2021-Q2 | 51 | 4,071,022 | — | $148M |
| 2021-Q1 | 55 | 4,343,025 | — | $149M |
| 2020-Q4 | 46 | 4,494,654 | — | $140M |
| 2020-Q3 | 42 | 5,793,735 | — | $152M |
| 2020-Q2 | 48 | 6,946,433 | — | $171M |
| 2020-Q1 | 51 | 7,599,318 | — | $171M |
| 2019-Q4 | 61 | 12,074,783 | — | $334M |
| 2019-Q3 | 57 | 12,233,099 | — | $323M |
| 2019-Q2 | 62 | 13,526,316 | — | $363M |
| 2019-Q1 | 56 | 13,125,506 | — | $351M |
| 2018-Q4 | 62 | 13,998,409 | — | $329M |
| 2018-Q3 | 54 | 14,284,181 | — | $411M |
| 2018-Q2 | 51 | 12,670,551 | — | $347M |
| 2018-Q1 | 43 | 10,642,865 | — | $284M |
| 2017-Q4 | 40 | 9,425,921 | — | $242M |
| 2017-Q3 | 41 | 9,140,196 | — | $223M |
| 2017-Q2 | 44 | 9,279,535 | — | $215M |
| 2017-Q1 | 38 | 9,705,928 | — | $218M |
| 2016-Q4 | 39 | 9,344,125 | — | $202M |
| 2016-Q3 | 33 | 8,144,799 | — | $174M |
| 2016-Q2 | 32 | 5,214,629 | — | $108M |
| 2016-Q1 | 7 | 498,512 | — | $10M |
