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 |
|---|---|---|---|---|---|---|---|
| Bank of New York Mellon Corp | — | — | — | 2.1M | 1.5M | 1.6M | $42M |
| LPL Financial LLC | — | — | — | 7K | — | 855K | $23M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | 157K | 690K | 702K | 780K | $21M |
| Cambridge Investment Research Advisors, Inc. | — | 47K | 822K | 764K | 721K | 635K | $17M |
| Cetera Investment Advisers | — | — | — | 534K | 547K | 608K | $16M |
| Orion Porfolio Solutions, LLC | — | — | 125K | 118K | 114K | 117K | $3M |
| Ascentis Independent Advisors | — | — | — | — | — | 81K | $2M |
| PRINCIPAL SECURITIES, INC. | — | — | 53K | 53K | 56K | 62K | $2M |
| Golden State Wealth Management, LLC | — | — | — | — | — | 60K | $2M |
| Horizon Investments, LLC | — | 24K | 24K | 21K | 19K | 29K | $777,531 |
| CERTIOR FINANCIAL GROUP, LLC | — | 26K | 29K | 26K | 25K | 23K | $623,594 |
| Envestnet Portfolio Solutions, Inc. | — | — | 32K | 26K | 24K | 20K | $527,547 |
| MORGAN STANLEY | — | — | — | — | — | 19K | $511,827 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | — | 22K | 22K | 21K | 19K | 19K | $507,355 |
| Brookwood Investment Group LLC | — | 13K | — | 11K | 11K | 13K | $356,019 |
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 | 21 | 4,912,608 | — | $132M |
| 2025-Q4 | 20 | 3,824,846 | — | $111M |
| 2025-Q3 | 22 | 4,502,700 | — | $127M |
| 2025-Q2 | 13 | 1,333,991 | — | $34M |
| 2025-Q1 | 8 | 177,899 | — | $4M |
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.
