% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 492,346492,346 | $18M | — | — |
| 2 | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 235,715235,715 | $9M | — | NEW |
| 3 | MORGAN STANLEY | 210,817210,817 | $8M | — | TRIM -13% |
| 4 | Rockefeller Capital Management L.P. | 110,784110,784 | $4M | — | TRIM -14% |
| 5 | LPL Financial LLC | 55,46355,463 | $2M | — | TRIM -5% |
| 6 | WELLS FARGO & COMPANY/MN | 13,77613,776 | $503,677 | — | — |
| 7 | RAYMOND JAMES FINANCIAL INC | 11,56211,562 | $422,729 | — | — |
| 8 | Cerity Partners LLC | 8,6958,695 | $317,906 | — | TRIM -33% |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 7,7207,720 | $282,258 | — | — |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 6,7936,793 | $248,360 | — | TRIM -33% |
| 11 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 5,4855,485 | $200,542 | — | — |
| 12 | ROYAL BANK OF CANADA | 4,8194,819 | $176,000 | — | — |
| 13 | FIFTH THIRD BANCORP | 4,3694,369 | $159,747 | — | NEW |
| 14 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,6831,683 | $62,328 | — | — |
| 15 | JONES FINANCIAL COMPANIES LLLP | 1,7221,722 | $61,031 | — | ADD 78% |
| 16 | ASSETMARK, INC | 377377 | $13,784 | — | — |
| 17 | OSAIC HOLDINGS, INC. | 350350 | $12,796 | — | TRIM -91% |
| 18 | UBS Group AG | 336336 | $12,285 | — | TRIM -43% |
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 |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | — | — | — | — | 499K | 492K | $18M |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | — | — | — | — | — | 236K | $9M |
| MORGAN STANLEY | — | — | — | — | 243K | 211K | $8M |
| Rockefeller Capital Management L.P. | — | — | — | — | 129K | 111K | $4M |
| LPL Financial LLC | — | — | — | — | 58K | 55K | $2M |
| WELLS FARGO & COMPANY/MN | — | — | — | — | 14K | 14K | $503,677 |
| RAYMOND JAMES FINANCIAL INC | — | — | — | — | 12K | 12K | $422,729 |
| Cerity Partners LLC | — | — | — | — | 13K | 9K | $317,906 |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | 8K | 8K | $282,258 |
| COMMONWEALTH EQUITY SERVICES, LLC | — | — | — | — | 10K | 7K | $248,360 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | — | — | — | — | 6K | 5K | $200,542 |
| ROYAL BANK OF CANADA | — | — | — | — | 5K | 5K | $176,000 |
| FIFTH THIRD BANCORP | — | — | — | — | — | 4K | $159,747 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | — | — | — | — | 2K | 2K | $62,328 |
| JONES FINANCIAL COMPANIES LLLP | — | — | — | — | 966 | 2K | $61,031 |
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 | 18 | 1,172,812 | — | $43M |
| 2025-Q4 | 21 | 1,031,405 | — | $41M |
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.
