| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,168,1263.2M | $46M | — | ADD 11% |
| 2 | SIT INVESTMENT ASSOCIATES INC | 673,853673,853 | $10M | — | TRIM -3% |
| 3 | BANK OF AMERICA CORP /DE/ | 589,291589,291 | $9M | — | ADD 10% |
| 4 | LPL Financial LLC | 483,111483,111 | $7M | — | ADD 8% |
| 5 | UBS Group AG | 194,726194,726 | $3M | — | ADD 6% |
| 6 | Invesco Ltd. | 190,971190,971 | $3M | — | — |
| 7 | RAYMOND JAMES FINANCIAL INC | 169,340169,340 | $2M | — | TRIM -9% |
| 8 | WELLS FARGO & COMPANY/MN | 162,307162,307 | $2M | — | TRIM -51% |
| 9 | Cooper Financial Group | 157,496157,496 | $2M | — | — |
| 10 | Venture Visionary Partners LLC | 141,622141,622 | $2M | — | ADD 16% |
| 11 | COHEN & STEERS, INC. | 140,924140,924 | $2M | — | ADD 40% |
| 12 | Fiera Capital Corp | 134,396134,396 | $2M | — | TRIM -4% |
| 13 | OSAIC HOLDINGS, INC. | 132,334132,334 | $2M | — | ADD 22% |
| 14 | Janney Montgomery Scott LLC | 108,792108,792 | $2M | — | ADD 22% |
| 15 | WHITTIER TRUST CO | 100,514100,514 | $1M | — | — |
| 16 | ROYAL BANK OF CANADA | 89,38589,385 | $1M | — | ADD 7% |
| 17 | Savvy Advisors, Inc. | 83,38783,387 | $1M | — | TRIM -3% |
| 18 | DAYMARK WEALTH PARTNERS, LLC | 82,30782,307 | $1M | — | TRIM -14% |
| 19 | Morse Asset Management, Inc | 78,19378,193 | $1M | — | ADD 56% |
| 20 | WEDBUSH SECURITIES INC | 70,85170,851 | $1M | — | TRIM -6% |
| 21 | Cetera Investment Advisers | 56,39556,395 | $817,728 | — | ADD 3% |
| 22 | STIFEL FINANCIAL CORP | 55,69455,694 | $807,572 | — | — |
| 23 | Whipplewood Advisors, LLC | 52,80652,806 | $765,687 | — | — |
| 24 | Xcel Wealth Management, LLC | 50,11650,116 | $726,682 | — | TRIM -9% |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 48,67348,673 | $705,750 | — | — |
| 26 | OPPENHEIMER & CO INC | 43,61043,610 | $632,345 | — | ADD 5% |
| 27 | David J Yvars Group | 32,63232,632 | $465,815 | — | — |
| 28 | Intellus Advisors LLC | 31,98631,986 | $463,791 | — | — |
| 29 | Walker Asset Management, LLC | 31,20831,208 | $452,522 | — | — |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 30,89530,895 | $447,976 | — | ADD 84% |
| 31 | JBR Co Financial Management Inc | 29,05229,052 | $433,456 | — | — |
| 32 | WOLVERINE ASSET MANAGEMENT LLC | 28,83628,836 | $418,122 | — | NEW |
| 33 | Private Advisor Group, LLC | 23,81823,818 | $345,362 | — | TRIM -7% |
| 34 | JANE STREET GROUP, LLC | 23,08423,084 | $334,718 | — | ADD 10% |
| 35 | Fortitude Advisory Group L.L.C. | 22,89622,896 | $331,992 | — | — |
| 36 | MGO ONE SEVEN LLC | 20,56320,563 | $298,168 | — | NEW |
| 37 | INVICTUS PRIVATE WEALTH, LLC | 18,45618,456 | $267,612 | — | ADD 48% |
| 38 | Noble Wealth Management PBC | 18,10018,100 | $262,450 | — | TRIM -3% |
| 39 | Integrity Wealth Partners, LLC | 17,54317,543 | $254,374 | — | NEW |
| 40 | Estate Planners Group, LLC | 16,69616,696 | $242,085 | — | TRIM -4% |
| 41 | LaSalle St. Investment Advisors, LLC | 16,15916,159 | $234,305 | — | ADD 8% |
| 42 | NBC SECURITIES, INC. | 15,55415,554 | $225,544 | — | TRIM -5% |
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,29813,298 | $192,821 | — | TRIM -19% |
| 44 | Stratos Wealth Partners, LTD. | 12,73712,737 | $184,687 | — | TRIM -2% |
| 45 | MOSAIC FAMILY WEALTH PARTNERS, LLC | 11,63411,634 | $168,693 | — | — |
| 46 | Dynamic Advisor Solutions LLC | 10,48610,486 | $152,046 | — | TRIM -7% |
| 47 | Belpointe Asset Management LLC | 10,41110,411 | $150,967 | — | — |
| 48 | MAIMON WEALTH MANAGEMENT LTD. | 10,00010,000 | $139,900 | — | — |
| 49 | CoreCap Advisors, LLC | 9,2659,265 | $134,343 | — | TRIM -35% |
| 50 | EASTERN BANK | 4,2384,238 | $61,451 | — | ADD 176% |
| 51 | Advisory Services Network, LLC | 2,2712,271 | $32,930 | — | NEW |
| 52 | Spire Wealth Management | 2,0002,000 | $29,000 | — | NEW |
| 53 | NewEdge Advisors, LLC | 28,73428,734 | $28,734 | — | NEW |
| 54 | Fairscale Capital, LLC | 1,5871,587 | $23,012 | — | — |
| 55 | PNC FINANCIAL SERVICES GROUP, INC. | 1,2001,200 | $17,400 | — | — |
| 56 | Farther Finance Advisors, LLC | 820820 | $11,898 | — | — |
| 57 | Kentucky Trust Co | 775775 | $11,238 | — | — |
| 58 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 534534 | $7,748 | — | — |
| 59 | Advisors Asset Management, Inc. | 413413 | $5,989 | — | NEW |
| 60 | WHITTIER TRUST CO OF NEVADA INC | 175175 | $2,518 | — | — |
| 61 | HIGHLINE WEALTH PARTNERS LLC | 130130 | $1,885 | — | — |
| 62 | DHJJ Financial Advisors, Ltd. | 1010 | $145 | — | — |
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 | 2.4M | 2.5M | 2.7M | 2.8M | 2.8M | 3.2M | $46M |
| SIT INVESTMENT ASSOCIATES INC | 73K | 324K | 590K | 622K | 697K | 674K | $10M |
| BANK OF AMERICA CORP /DE/ | 235K | 260K | 231K | 373K | 536K | 589K | $9M |
| LPL Financial LLC | 237K | 393K | 235K | 419K | 448K | 483K | $7M |
| UBS Group AG | 191K | 181K | 201K | 187K | 184K | 195K | $3M |
| Invesco Ltd. | 195K | 194K | 229K | 236K | 194K | 191K | $3M |
| RAYMOND JAMES FINANCIAL INC | 239K | 432K | 194K | 191K | 186K | 169K | $2M |
| WELLS FARGO & COMPANY/MN | 185K | 307K | 351K | 366K | 334K | 162K | $2M |
| Cooper Financial Group | 134K | 127K | 128K | 140K | 155K | 157K | $2M |
| Venture Visionary Partners LLC | 122K | 122K | 122K | 122K | 122K | 142K | $2M |
| COHEN & STEERS, INC. | 10K | 50K | 75K | 101K | 101K | 141K | $2M |
| Fiera Capital Corp | 113K | 113K | 112K | 106K | 141K | 134K | $2M |
| OSAIC HOLDINGS, INC. | 100K | 98K | 91K | 99K | 109K | 132K | $2M |
| Janney Montgomery Scott LLC | 85K | 94K | 96K | 102K | 89K | 109K | $2M |
| WHITTIER TRUST CO | 118K | 118K | 101K | 101K | 101K | 101K | $1M |
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 | 62 | 7,757,416 | — | $112M |
| 2025-Q4 | 64 | 7,594,113 | — | $113M |
| 2025-Q3 | 61 | 7,125,375 | — | $110M |
| 2025-Q2 | 61 | 6,760,809 | — | $102M |
| 2025-Q1 | 61 | 6,526,826 | — | $102M |
| 2024-Q4 | 72 | 6,106,797 |
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.
| — |
| $93M |
| 2024-Q3 | 66 | 5,816,619 | — | $103M |
| 2024-Q2 | 63 | 5,580,660 | — | $89M |
| 2024-Q1 | 62 | 8,840,683 | — | $144M |
| 2023-Q4 | 59 | 6,934,080 | — | $112M |
| 2023-Q3 | 63 | 5,271,467 | — | $82M |
| 2023-Q2 | 64 | 5,434,165 | — | $89M |
| 2023-Q1 | 63 | 5,153,628 | — | $88M |
| 2022-Q4 | 63 | 4,969,294 | — | $81M |
| 2022-Q3 | 57 | 4,592,570 | — | $71M |
| 2022-Q2 | 62 | 3,703,112 | — | $66M |
| 2022-Q1 | 57 | 3,526,293 | — | $70M |
| 2021-Q4 | 62 | 3,906,765 | — | $93M |
| 2021-Q3 | 53 | 3,764,916 | — | $92M |
| 2021-Q2 | 52 | 3,500,728 | — | $86M |
| 2021-Q1 | 52 | 3,270,368 | — | $77M |
| 2020-Q4 | 52 | 3,126,657 | — | $80M |
| 2020-Q3 | 46 | 3,122,427 | — | $74M |
| 2020-Q2 | 43 | 4,007,060 | — | $93M |
| 2020-Q1 | 44 | 3,866,581 | — | $85M |
| 2019-Q4 | 43 | 3,501,586 | — | $83M |
| 2019-Q3 | 42 | 3,367,190 | — | $80M |
| 2019-Q2 | 41 | 3,383,159 | — | $81M |
| 2019-Q1 | 36 | 3,444,940 | — | $78M |
| 2018-Q4 | 38 | 3,518,095 | — | $77M |
| 2018-Q3 | 39 | 3,767,848 | — | $80M |
| 2018-Q2 | 37 | 3,785,455 | — | $83M |
| 2018-Q1 | 34 | 3,820,673 | — | $82M |
| 2017-Q4 | 35 | 3,742,440 | — | $85M |
| 2017-Q3 | 36 | 3,751,567 | — | $86M |
| 2017-Q2 | 36 | 3,754,126 | — | $85M |
| 2017-Q1 | 35 | 3,998,799 | — | $89M |
| 2016-Q4 | 41 | 2,474,123 | — | $53M |
| 2016-Q3 | 33 | 2,018,192 | — | $50M |
| 2016-Q2 | 37 | 2,041,196 | — | $48M |
| 2016-Q1 | 31 | 1,907,600 | — | $44M |
| 2015-Q4 | 31 | 1,712,178 | — | $37M |
| 2015-Q3 | 27 | 1,903,796 | — | $41M |
| 2015-Q2 | 29 | 2,140,806 | — | $44M |
| 2015-Q1 | 29 | 2,327,219 | — | $56M |
| 2014-Q4 | 30 | 2,560,150 | — | $60M |
| 2014-Q3 | 30 | 2,619,531 | — | $59M |
| 2014-Q2 | 33 | 2,677,378 | — | $62M |
| 2014-Q1 | 28 | 3,665,007 | — | $79M |
| 2013-Q4 | 26 | 2,472,107 | — | $52M |
| 2013-Q3 | 22 | 2,381,918 | — | $48M |
| 2013-Q2 | 22 | 3,115,350 | — | $68M |
| 2013-Q1 | 1 | 37,435 | — | $847,000 |
