| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 126,214126,214 | $4M | — | ADD 3% |
| 2 | Grantham, Mayo, Van Otterloo & Co. LLC | 122,523122,523 | $3M | — | ADD 80% |
| 3 | Legacy Capital Wealth Partners, LLC | 102,653102,653 | $3M | — | ADD 6% |
| 4 | Fund Evaluation Group, LLC | 80,00080,000 | $2M | — | ADD 58% |
| 5 | MML INVESTORS SERVICES, LLC | 76,54476,544 | $2M | — | ADD 17% |
| 6 | ENVESTNET ASSET MANAGEMENT INC | 76,12776,127 | $2M | — | ADD 374% |
| 7 | StoneX Group Inc. | 61,55361,553 | $2M | — | ADD 10% |
| 8 | Essential Partners LLC | 60,23860,238 | $2M | — | ADD 9% |
| 9 | Cerity Partners LLC | 53,46953,469 | $2M | — | TRIM -45% |
| 10 | Commerce Advisors, LLC | 51,35651,356 | $1M | — | NEW |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,88032,880 | $923,819 | — | NEW |
| 12 | AQR CAPITAL MANAGEMENT LLC | 23,50923,509 | $660,525 | — | NEW |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | 11,85011,850 | $332,939 | — | NEW |
| 14 | CITADEL ADVISORS LLC | 11,64711,647 | $327,242 | — | NEW |
| 15 | Aspen Investment Management Inc | 10,87510,875 | $306,000 | — | TRIM -10% |
| 16 | FIFTH THIRD BANCORP | 3,0073,007 | $84,497 | — | NEW |
| 17 | OSAIC HOLDINGS, INC. | 500500 | $14,048 | — | NEW |
| 18 | UBS Group AG | 271271 | $7,614 | — | NEW |
| 19 | WELLS FARGO & COMPANY/MN | 6363 | $1,770 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | — | 105K | 118K | 121K | 123K | 126K | $4M |
| Grantham, Mayo, Van Otterloo & Co. LLC | — | — | — | — | 68K | 123K | $3M |
| Legacy Capital Wealth Partners, LLC | 20K | 76K | 86K | 90K | 97K | 103K | $3M |
| Fund Evaluation Group, LLC | — | — | — | 47K | 51K | 80K | $2M |
| MML INVESTORS SERVICES, LLC | — | — | — | — | 65K | 77K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 17K | 43K | 41K | 44K | 16K | 76K | $2M |
| StoneX Group Inc. | — | — | — | — | 56K | 62K | $2M |
| Essential Partners LLC | — | — | 47K | 52K | 55K | 60K | $2M |
| Cerity Partners LLC | 98K | 98K | 98K | 98K | 98K | 53K | $2M |
| Commerce Advisors, LLC | — | — | — | — | — | 51K | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19K | 26K | 15K | 14K | — | 33K | $923,819 |
| AQR CAPITAL MANAGEMENT LLC | — | — | — | — | — | 24K | $660,525 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | — | — | — | — | — | 12K | $332,939 |
| CITADEL ADVISORS LLC | 30K | — | 9K | 30K | — | 12K | $327,242 |
| Aspen Investment Management Inc | — | — | — | — | 12K | 11K | $306,000 |
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 | 19 | 905,279 | — | $25M |
| 2025-Q4 | 13 | 689,892 | — | $19M |
| 2025-Q3 | 11 | 532,323 | — | $14M |
| 2025-Q2 | 12 | 451,676 | — | $11M |
| 2025-Q1 | 6 | 368,423 | — | $9M |
| 2024-Q4 | 7 | 198,759 | — | $5M |
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.
