| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | WOODWARD DIVERSIFIED CAPITAL, LLC | 2,117,1832.1M | $6M | 4.73% | ADD 10% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 1,695,4801.7M | $4M | 3.78% | NEW† |
| 3 | Bleichroeder LP | 1,380,6661.4M | $3M | 3.08% | ADD 93% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 453,761453,761 | $1M | 1.01% | ADD 19% |
| 5 | BlackRock, Inc. | 405,872405,872 | $982,210 | 0.91% | ADD 5% |
| 6 | BANK OF AMERICA CORP /DE/ | 323,865323,865 | $783,753 | 0.72% | TRIM -4% |
| 7 | FLPUTNAM INVESTMENT MANAGEMENT CO | 280,904280,904 | $679,788 | 0.63% | TRIM -7% |
| 8 | VANGUARD FIDUCIARY TRUST CO | 251,610251,610 | $608,896 | 0.56% | NEW |
| 9 | CM Management, LLC | 250,000250,000 | $605,000 | 0.56% | NEW |
| 10 | NORTHERN TRUST CORP | 164,456164,456 | $397,984 | 0.37% | ADD 15% |
| 11 | Provident Wealth Management, LLC | 155,670155,670 | $376,721 | 0.35% | — |
| 12 | STATE STREET CORP | 145,850145,850 | $352,957 | 0.33% | — |
| 13 | LPL Financial LLC | 139,041139,041 | $336,479 | 0.31% | ADD 3% |
| 14 | UBS Group AG | 122,579122,579 | $296,641 | 0.27% | ADD 159% |
| 15 | OSAIC HOLDINGS, INC. | 119,008119,008 | $287,998 | 0.27% | ADD 8% |
| 16 | LifeSteps Financial, Inc. | 118,862118,862 | $287,646 | 0.27% | — |
| 17 | MORGAN STANLEY | 88,04888,048 | $213,076 | 0.20% | TRIM -4% |
| 18 | AMG National Trust Bank | 75,35175,351 | $182,349 | 0.17% | — |
| 19 | Falcon Wealth Planning | 63,18563,185 | $152,908 | 0.14% | — |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 61,98061,980 | $149,992 | 0.14% | TRIM -71% |
| 21 | SteelPeak Wealth, LLC | 60,89560,895 | $147,366 | 0.14% | ADD 459% |
| 22 | 683 Capital Management, LLC | 60,00060,000 | $145,200 | 0.13% | TRIM -54% |
| 23 | Creative Planning | 45,57245,572 | $110,284 | 0.10% | ADD 4% |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 41,00041,000 | $105,370 | 0.09% | ADD 11% |
| 25 | KWB Wealth | 23,32723,327 | $101,706 | 0.05% | — |
| 26 | Richard Young Associates, Ltd. | 40,95940,959 | $99,121 | 0.09% | — |
| 27 | Hudson Bay Capital Management LP | 37,73537,735 | $91,319 | 0.08% | — |
| 28 | WAYSTONE ADVISORS LLC | 33,33233,332 | $80,663 | 0.07% | — |
| 29 | BARCLAYS PLC | 32,75632,756 | $79,269 | 0.07% | TRIM -60% |
| 30 | GOLDMAN SACHS GROUP INC | 32,61032,610 | $78,916 | 0.07% | TRIM -82% |
| 31 | One Capital Management, LLC | 30,88330,883 | $74,736 | 0.07% | — |
| 32 | RAYMOND JAMES FINANCIAL INC | 30,75830,758 | $74,435 | 0.07% | — |
| 33 | Mariner, LLC | 27,86627,866 | $67,436 | 0.06% | NEW |
| 34 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 25,00025,000 | $60,500 | 0.06% | — |
| 35 | XTX Topco Ltd | 22,93522,935 | $55,503 | 0.05% | TRIM -55% |
| 36 | Catalyst Funds Management Pty Ltd | 21,82421,824 | $52,814 | 0.05% | NEW |
| 37 | D.A. DAVIDSON & CO. | 21,77921,779 | $52,705 | 0.05% | — |
| 38 | 5T Wealth, LLC | 19,70119,701 | $47,676 | 0.04% | ADD 9% |
| 39 | Apollon Wealth Management, LLC | 18,78418,784 | $45,457 | 0.04% | — |
| 40 | OMERS ADMINISTRATION Corp | 17,60017,600 | $42,592 | 0.04% | TRIM -68% |
| 41 | NINE MASTS CAPITAL Ltd | 17,47317,473 | $42,285 | 0.04% | NEW |
| 42 | COMMONWEALTH EQUITY SERVICES, LLC | 17,08317,083 | $41,340 | 0.04% | — |
| 43 | LIBERTY WEALTH MANAGEMENT LLC | 16,54716,547 | $40,044 | 0.04% | — |
| 44 | Vanguard Global Advisers, LLC | 16,01016,010 | $38,744 | 0.04% | NEW |
| 45 | INTEGRITY ALLIANCE, LLC. | 15,05215,052 | $36,426 | 0.03% | — |
| 46 | HRT FINANCIAL LP | 13,44713,447 | $32,000 | 0.03% | NEW |
| 47 | Stratos Wealth Partners, LTD. | 12,74512,745 | $30,843 | 0.03% | — |
| 48 | RENAISSANCE TECHNOLOGIES LLC | 12,20012,200 | $29,524 | 0.03% | TRIM -47% |
| 49 | Diametric Capital, LP | 12,15012,150 | $29,403 | 0.03% | NEW |
| 50 | UNITED BANK | 12,07012,070 | $29,210 | 0.03% | — |
| 51 | MAI Capital Management | 11,75711,757 | $28,452 | 0.03% | TRIM -55% |
| 52 | PRIVATE MANAGEMENT GROUP INC | 11,33311,333 | $27,426 | 0.03% | — |
| 53 | Plancorp, LLC | 10,01010,010 | $25,425 | 0.02% | — |
| 54 | CENTAURUS FINANCIAL, INC. | 10,00010,000 | $24,000 | 0.02% | — |
| 55 | Blue Trust, Inc. | 9,4799,479 | $22,939 | 0.02% | — |
| 56 | WHITTIER TRUST CO OF NEVADA INC | 7,1417,141 | $19,495 | 0.02% | — |
| 57 | BNP PARIBAS FINANCIAL MARKETS | 7,8797,879 | $19,067 | 0.02% | — |
| 58 | Align Financial, LLC | 6,4906,490 | $15,706 | 0.01% | TRIM -77% |
| 59 | Strive Financial Group ,LLC | 5,0005,000 | $12,000 | 0.01% | — |
| 60 | Cassaday & Co Wealth Management LLC | 2,5532,553 | $6,179 | 0.01% | NEW |
| 61 | WELLS FARGO & COMPANY/MN | 2,2352,235 | $5,409 | 0.00% | TRIM -50% |
| 62 | BROWN BROTHERS HARRIMAN & CO | 1,3501,350 | $3,267 | 0.00% | — |
| 63 | MATHER GROUP, LLC. | 1,1901,190 | $2,880 | 0.00% | NEW |
| 64 | Prudent Man Investment Management, Inc. | 660660 | $2,878 | 0.00% | — |
| 65 | FMR LLC | 903903 | $2,185 | 0.00% | — |
| 66 | JPMORGAN CHASE & CO | 343343 | $789 | 0.00% | ADD 1219% |
| 67 | SIMPLEX TRADING, LLC | 106106 | $256 | 0.00% | TRIM -90% |
| 68 | Caldwell Trust Co | 100100 | $242 | 0.00% | — |
| 69 | Caitong International Asset Management Co., Ltd | 33 | $7 | 0.00% | NEW |
| 70 | ROYAL BANK OF CANADA | 5858 | $0 | 0.00% | ADD 26% |
† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.
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 |
|---|---|---|---|---|---|---|---|
| WOODWARD DIVERSIFIED CAPITAL, LLC | 1.3M | 1.5M | 1.8M | 1.8M | 1.9M | 2.1M | $6M |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 1.7M | $4M |
| Bleichroeder LP | — | 714K | 714K | 714K | 714K | 1.4M | $3M |
| GEODE CAPITAL MANAGEMENT, LLC | 303K | 313K | 319K | 354K | 381K | 454K | $1M |
| BlackRock, Inc. | 346K | 350K | 325K | 380K | 385K | 406K | $982,210 |
| BANK OF AMERICA CORP /DE/ | 217K | 409K | 409K | 323K | 336K | 324K | $783,753 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | — | — | 37K | 300K | 303K | 281K | $679,788 |
| VANGUARD FIDUCIARY TRUST CO | — | — | — | — | — | 252K | $608,896 |
| CM Management, LLC | — | — | — | — | — | 250K | $605,000 |
| NORTHERN TRUST CORP | 47K | 56K | 66K | 131K | 143K | 164K | $397,984 |
| Provident Wealth Management, LLC | 159K | 159K | 159K | 156K | 156K | 156K | $376,721 |
| STATE STREET CORP | 92K | 100K | 100K | 119K | 146K | 146K | $352,957 |
| LPL Financial LLC | 94K | 87K | 105K | 110K | 134K | 139K | $336,479 |
| UBS Group AG | 25K | 68K | 71K | 28K | 47K | 123K | $296,641 |
| OSAIC HOLDINGS, INC. | 80K | 5K | 105K | 112K | 110K | 119K | $287,998 |
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.
Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding divides each quarter's as-filed 13F shares by the SEC cover-page share count dated to that same quarter (split-adjusted), not by today's count — so splits and buybacks don't move the line.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 70 | 9,292,054 | 20.7% | $23M |
| 2025-Q4 | 77 | 9,112,638 | 23.9% | $40M |
| 2025-Q3 | 57 | 7,451,136 | 19.7% | $31M |
| 2025-Q2 | 61 | 7,393,484 | 19.6% | $21M |
| 2025-Q1 | 75 | 7,298,314 | 21.1% | $20M |
| 2024-Q4 | 58 | 4,870,959 | 14.1% | $11M |
| 2024-Q3 | 57 | 5,228,681 | 15.1% |
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | +1,695,480 | $4M | OPEN |
| Bleichroeder LP | +666,666 | $2M | ADD |
| VANGUARD FIDUCIARY TRUST CO | +251,610 | $608,896 | OPEN |
| CM Management, LLC | +250,000 | $605,000 | OPEN |
| WOODWARD DIVERSIFIED CAPITAL, LLC | +184,472 | $446,422 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −1,551,449 | $4M | CLOSE |
| Alyeska Investment Group, L.P. | −285,000 | $689,700 | CLOSE |
| Global Retirement Partners, LLC | −217,092 | $525,363 | CLOSE |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | −154,343 | $373,510 | TRIM |
| GOLDMAN SACHS GROUP INC | −151,197 | $365,897 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| $12M |
| 2024-Q2 | 73 | 7,086,312 | 26.2% | $14M |
| 2024-Q1 | 67 | 6,143,754 | 22.9% | $40M |
| 2023-Q4 | 61 | 5,860,478 | 21.9% | $81M |
| 2023-Q3 | 56 | 4,242,652 | 16.2% | $104M |
| 2023-Q2 | 35 | 497,457 | 2.0% | $16M |
| 2023-Q1 | 21 | 287,367 | 1.2% | $8M |
