| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,838,7482.8M | $43M | — | ADD 2% |
| 2 | GUGGENHEIM CAPITAL LLC | 950,000950,000 | $14M | — | — |
| 3 | BANK OF AMERICA CORP /DE/ | 914,964914,964 | $14M | — | ADD 3% |
| 4 | Pathstone Holdings, LLC | 888,872888,872 | $14M | — | TRIM -9% |
| 5 | COHEN & STEERS, INC. | 848,149848,149 | $13M | — | ADD 13% |
| 6 | Advisors Asset Management, Inc. | 804,347804,347 | $12M | — | TRIM -4% |
| 7 | Baird Financial Group, Inc. | 730,304730,304 | $11M | — | ADD 3% |
| 8 | RAYMOND JAMES FINANCIAL INC | 708,954708,954 | $11M | — | ADD 9% |
| 9 | ROYAL BANK OF CANADA | 500,014500,014 | $8M | — | ADD 3% |
| 10 | WELLS FARGO & COMPANY/MN | 296,593296,593 | $5M | — | ADD 7% |
| 11 | Steward Partners Investment Advisory, LLC | 150,120150,120 | $2M | — | ADD 9% |
| 12 | Closed-End Fund Advisors, Inc. | 106,688106,688 | $2M | — | TRIM -3% |
| 13 | Invesco Ltd. | 84,95884,958 | $1M | — | ADD 8% |
| 14 | Focus Partners Wealth | 75,69975,699 | $1M | — | TRIM -47% |
| 15 | OPPENHEIMER & CO INC | 66,96366,963 | $1M | — | TRIM -6% |
| 16 | Ascentis Independent Advisors | 48,57748,577 | $739,335 | — | — |
| 17 | STIFEL FINANCIAL CORP | 48,12648,126 | $732,481 | — | — |
| 18 | Cetera Investment Advisers | 43,69443,694 | $665,026 | — | ADD 60% |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 40,77240,772 | $620,543 | — | ADD 30% |
| 20 | OSAIC HOLDINGS, INC. | 39,72239,722 | $604,584 | — | TRIM -13% |
| 21 | LPL Financial LLC | 38,90738,907 | $592,166 | — | ADD 46% |
| 22 | Concurrent Investment Advisors, LLC | 38,42138,421 | $584,766 | — | ADD 5% |
| 23 | World Investment Advisors | 32,52932,529 | $495,092 | — | ADD 5% |
| 24 | JOURNEY STRATEGIC WEALTH LLC | 31,93931,939 | $486,112 | — | ADD 14% |
| 25 | Aviance Capital Partners, LLC | 31,66731,667 | $481,976 | — | — |
| 26 | Rockefeller Capital Management L.P. | 30,63030,630 | $466,196 | — | ADD 2% |
| 27 | CITADEL ADVISORS LLC | 30,18130,181 | $459,355 | — | NEW |
| 28 | DAVENPORT & Co LLC | 19,49819,498 | $296,765 | — | TRIM -20% |
| 29 | Independent Advisor Alliance | 18,59018,590 | $282,940 | — | NEW |
| 30 | UBS Group AG | 18,54318,543 | $282,224 | — | TRIM -3% |
| 31 | J.W. COLE ADVISORS, INC. | 17,27017,270 | $262,849 | — | TRIM -56% |
| 32 | Cambridge Investment Research Advisors, Inc. | 15,01815,018 | $229,000 | — | — |
| 33 | High Net Worth Advisory Group LLC | 12,55512,555 | $191,087 | — | — |
| 34 | Kingsview Wealth Management, LLC | 12,39512,395 | $188,652 | — | TRIM -16% |
| 35 | WEDBUSH SECURITIES INC | 10,81510,815 | $165,000 | — | — |
| 36 | Annis Gardner Whiting Capital Advisors, LLC | 7,5007,500 | $114,150 | — | — |
| 37 | Larson Financial Group LLC | 3,0003,000 | $45,660 | — | — |
| 38 | Geneos Wealth Management Inc. | 3,0003,000 | $45,660 | — | — |
| 39 | Noble Wealth Management PBC | 2,7002,700 | $41,094 | — | — |
| 40 | TSFG, LLC | 1,7341,734 | $26,000 | — | — |
| 41 | HARBOUR INVESTMENTS, INC. | 1,5001,500 | $22,830 | — | — |
| 42 | JPMORGAN CHASE & CO | 550550 | $8,228 | — | — |
| 43 | Farther Finance Advisors, LLC | 357357 | $5,469 | — | NEW |
| 44 | HIGHLINE WEALTH PARTNERS LLC | 187187 | $2,846 | — | 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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 2.4M | 2.5M | 2.6M | 2.8M | 2.8M | 2.8M | $43M |
| GUGGENHEIM CAPITAL LLC | 950K | 950K | 950K | 950K | 950K | 950K | $14M |
| BANK OF AMERICA CORP /DE/ | 576K | 615K | 921K | 678K | 885K | 915K | $14M |
| Pathstone Holdings, LLC | 328K | 658K | 771K | 898K | 976K | 889K | $14M |
| COHEN & STEERS, INC. | 786K | 736K | 741K | 748K | 748K | 848K | $13M |
| Advisors Asset Management, Inc. | 595K | 709K | 799K | 895K | 836K | 804K | $12M |
| Baird Financial Group, Inc. | 736K | 766K | 781K | 692K | 708K | 730K | $11M |
| RAYMOND JAMES FINANCIAL INC | 507K | 593K | 650K | 676K | 648K | 709K | $11M |
| ROYAL BANK OF CANADA | 462K | 518K | 1.0M | 532K | 485K | 500K | $8M |
| WELLS FARGO & COMPANY/MN | 252K | 251K | 256K | 276K | 276K | 297K | $5M |
| Steward Partners Investment Advisory, LLC | 10K | 31K | 76K | 121K | 137K | 150K | $2M |
| Closed-End Fund Advisors, Inc. | — | — | — | — | 110K | 107K | $2M |
| Invesco Ltd. | 13K | 48K | 60K | 74K | 78K | 85K | $1M |
| Focus Partners Wealth | — | — | — | — | 143K | 76K | $1M |
| OPPENHEIMER & CO INC | 84K | 88K | 91K | 89K | 71K | 67K | $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 | 44 | 10,565,750 | — | $161M |
| 2025-Q4 | 53 | 10,794,794 | — | $165M |
| 2025-Q3 | 51 | 10,457,188 | — | $163M |
| 2025-Q2 | 49 | 10,849,992 | — | $170M |
| 2025-Q1 | 51 | 9,530,760 | — | $144M |
| 2024-Q4 | 57 | 9,184,302 | — | $137M |
| 2024-Q3 | 49 | 8,400,380 | — | $141M |
| 2024-Q2 | 51 | 8,432,107 | — | $126M |
| 2024-Q1 | 50 | 12,176,006 | — | $179M |
| 2023-Q4 | 44 | 11,635,355 | — | $171M |
| 2023-Q3 | 41 | 8,421,426 | — | $114M |
| 2023-Q2 | 37 | 8,527,205 | — | $122M |
| 2023-Q1 | 36 | 8,562,738 | — |
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.
| $120M |
| 2022-Q4 | 34 | 7,977,928 | — | $107M |
| 2022-Q3 | 30 | 5,550,698 | — | $72M |
| 2022-Q2 | 22 | 4,927,763 | — | $70M |
| 2022-Q1 | 14 | 3,368,217 | — | $58M |
| 2021-Q4 | 5 | 1,226,109 | — | $24M |
