| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 1,720,0981.7M | $44M | — | TRIM -18% |
| 2 | BANK OF AMERICA CORP /DE/ | 1,537,5621.5M | $39M | — | ADD 14% |
| 3 | Clearstead Advisors, LLC | 979,870979,870 | $25M | — | ADD 3% |
| 4 | HighTower Advisors, LLC | 732,945732,945 | $19M | — | — |
| 5 | LBMC INVESTMENT ADVISORS, LLC | 487,494487,494 | $12M | — | ADD 16% |
| 6 | WELLS FARGO & COMPANY/MN | 421,348421,348 | $11M | — | ADD 8% |
| 7 | Paradiem, LLC | 396,376396,376 | $10M | — | NEW |
| 8 | US BANCORP \DE\ | 383,636383,636 | $10M | — | — |
| 9 | Lido Advisors, LLC | 347,339347,339 | $9M | — | ADD 224% |
| 10 | Covington Investment Advisors Inc. | 285,410285,410 | $7M | — | ADD 19% |
| 11 | Kathmere Capital Management, LLC | 272,834272,834 | $7M | — | TRIM -2% |
| 12 | RAYMOND JAMES FINANCIAL INC | 255,404255,404 | $6M | — | ADD 7% |
| 13 | Praetorian Wealth Management, Inc. | 248,807248,807 | $6M | — | ADD 21% |
| 14 | LPL Financial LLC | 247,224247,224 | $6M | — | ADD 27% |
| 15 | UBS Group AG | 224,128224,128 | $6M | — | TRIM -25% |
| 16 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 220,754220,754 | $6M | — | ADD 44% |
| 17 | MORGAN STANLEY | 182,626182,626 | $5M | — | ADD 34% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 176,991176,991 | $4M | — | NEW |
| 19 | STIFEL FINANCIAL CORP | 172,241172,241 | $4M | — | ADD 5% |
| 20 | HOWLAND CAPITAL MANAGEMENT LLC | 169,971169,971 | $4M | — | — |
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 168,050168,050 | $4M | — | ADD 29% |
| 22 | Cyndeo Wealth Partners, LLC | 160,828160,828 | $4M | — | ADD 282% |
| 23 | CENTRAL TRUST Co | 139,794139,794 | $4M | — | TRIM -3% |
| 24 | COLDSTREAM CAPITAL MANAGEMENT INC | 134,311134,311 | $3M | — | ADD 6% |
| 25 | Summit Financial, LLC | 122,731122,731 | $3M | — | TRIM -20% |
| 26 | Integrated Wealth Concepts LLC | 115,133115,133 | $3M | — | ADD 11% |
| 27 | Matthew Goff Investment Advisor, LLC | 124,349124,349 | $3M | — | NEW |
| 28 | ROYAL BANK OF CANADA | 112,331112,331 | $3M | — | ADD 54% |
| 29 | WOODMONT INVESTMENT COUNSEL LLC | 100,204100,204 | $3M | — | — |
| 30 | Parkway Wealth Management Group, LLC | 98,02498,024 | $2M | — | ADD 7% |
| 31 | COMMONWEALTH EQUITY SERVICES, LLC | 90,36890,368 | $2M | — | ADD 70% |
| 32 | ASSETMARK, INC | 89,22089,220 | $2M | — | ADD 34% |
| 33 | LEAVELL INVESTMENT MANAGEMENT, INC. | 88,94988,949 | $2M | — | — |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 88,22288,222 | $2M | — | TRIM -13% |
| 35 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 86,70986,709 | $2M | — | ADD 6% |
| 36 | Cetera Investment Advisers | 82,65082,650 | $2M | — | ADD 158% |
| 37 | MOULTON WEALTH MANAGEMENT, INC | 95,47395,473 | $2M | — | NEW |
| 38 | Kestra Advisory Services, LLC | 80,41580,415 | $2M | — | ADD 21% |
| 39 | Sound View Wealth Advisors Group, LLC | 77,26977,269 | $2M | — | ADD 4% |
| 40 | BENJAMIN EDWARDS INC | 76,59376,593 | $2M | — | ADD 4% |
| 41 | JANE STREET GROUP, LLC | 75,76675,766 | $2M | — | ADD 18% |
| 42 | Ellis Investment Partners, LLC | 72,49772,497 | $2M | — | ADD 4% |
| 43 | Valmark Advisers, Inc. | 71,39971,399 | $2M | — | ADD 9% |
| 44 | Atlantic Union Bankshares Corp | 69,13369,133 | $2M | — | ADD 3% |
| 45 | Curbstone Financial Management Corp | 66,17066,170 | $2M | — | ADD 10% |
| 46 | BLUE SQUARE ASSET MANAGEMENT, LLC | 63,18763,187 | $2M | — | ADD 107% |
| 47 | SPINNAKER TRUST | 61,22361,223 | $2M | — | ADD 35% |
| 48 | Granite Harbor Advisors, Inc. | 61,03861,038 | $2M | — | — |
| 49 | Hills Bank & Trust Co | 54,44854,448 | $1M | — | ADD 5% |
| 50 | RIA Advisory Group LLC | 52,70652,706 | $1M | — | ADD 2% |
| 51 | SENTINEL PENSION ADVISORS, LLC | 51,05851,058 | $1M | — | — |
| 52 | FF Advisors,LLC | 48,28948,289 | $1M | — | TRIM -14% |
| 53 | Rossmore Private Capital | 47,03747,037 | $1M | — | ADD 21% |
| 54 | Godshalk Welsh Capital Management, Inc. | 46,00046,000 | $1M | — | ADD 47% |
| 55 | GC Wealth Management RIA, LLC | 45,85545,855 | $1M | — | ADD 7% |
| 56 | Envision Financial Planning, LLC | 44,52944,529 | $1M | — | TRIM -4% |
| 57 | Aspen Wealth Management LLC | 43,23343,233 | $1M | — | — |
| 58 | Beacon Pointe Advisors, LLC | 42,72942,729 | $1M | — | ADD 47% |
| 59 | Capital Investment Advisors, LLC | 42,06842,068 | $1M | — | TRIM -5% |
| 60 | OSAIC HOLDINGS, INC. | 41,52241,522 | $1M | — | ADD 8% |
| 61 | TRUE Private Wealth Advisors | 40,32940,329 | $1M | — | ADD 11% |
| 62 | Rockefeller Capital Management L.P. | 38,32538,325 | $971,556 | — | ADD 29% |
| 63 | Brookstone Capital Management | 38,08538,085 | $965,451 | — | ADD 16% |
| 64 | JAMES INVESTMENT RESEARCH, INC. | 33,37133,371 | $845,955 | — | — |
| 65 | Roof Eidam Maycock Peralta, LLC | 33,10033,100 | $839,085 | — | — |
| 66 | Creative Planning | 32,62732,627 | $827,094 | — | ADD 65% |
| 67 | Mariner, LLC | 32,20532,205 | $816,397 | — | — |
| 68 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 31,79231,792 | $805,927 | — | — |
| 69 | CWM, LLC | 31,04431,044 | $786,965 | — | ADD 34% |
| 70 | Snowden Capital Advisors LLC | 31,00031,000 | $785,850 | — | — |
| 71 | Financial Advisory Corp | 30,45330,453 | $771,984 | — | — |
| 72 | OneDigital Investment Advisors LLC | 27,65827,658 | $701,130 | — | TRIM -13% |
| 73 | Signature Wealth Management Group | 27,47627,476 | $696,517 | — | TRIM -13% |
| 74 | Parallel Advisors, LLC | 27,43527,435 | $695,477 | — | ADD 18% |
| 75 | CFS Investment Advisory Services, LLC | 27,23827,238 | $692,390 | — | TRIM -6% |
| 76 | IFP Advisors, Inc | 26,88326,883 | $681,484 | — | ADD 8% |
| 77 | 10Elms LLP | 26,00026,000 | $659,100 | — | ADD 27% |
| 78 | Cambridge Investment Research Advisors, Inc. | 25,97125,971 | $658,000 | — | TRIM -3% |
| 79 | MEMBERS WEALTH LLC | 25,08525,085 | $637,649 | — | ADD 38% |
| 80 | SILVERLAKE WEALTH MANAGEMENT LLC | 25,04225,042 | $634,815 | — | NEW |
| 81 | PSI Advisors, LLC | 23,80023,800 | $603,330 | — | TRIM -53% |
| 82 | PGIM Custom Harvest LLC | 23,56423,564 | $597,346 | — | TRIM -6% |
| 83 | JPMORGAN CHASE & CO | 23,18823,188 | $587,352 | — | NEW |
| 84 | Strid Group, LLC | 21,50021,500 | $545,025 | — | NEW |
| 85 | SMITH, MOORE & CO. | 21,05421,054 | $533,710 | — | ADD 14% |
| 86 | Newman Dignan & Sheerar, Inc. | 20,34220,342 | $515,670 | — | TRIM -9% |
| 87 | Prime Capital Investment Advisors, LLC | 19,83119,831 | $502,725 | — | TRIM -3% |
| 88 | SONATA CAPITAL GROUP INC | 19,67319,673 | $498,711 | — | NEW |
| 89 | Sovereign Financial Group, Inc. | 19,65419,654 | $498,229 | — | NEW |
| 90 | Crews Bank & Trust | 18,12518,125 | $459,469 | — | — |
| 91 | Paradigm, Strategies in Wealth Management, LLC | 17,99717,997 | $456,224 | — | ADD 3% |
| 92 | Atwater Malick LLC | 17,48117,481 | $443,143 | — | ADD 37% |
| 93 | Leo Wealth, LLC | 17,06517,065 | $432,591 | — | ADD 10% |
| 94 | Glenview Trust Co | 15,51915,519 | $393,406 | — | ADD 80% |
| 95 | Klingman & Associates, LLC | 15,06515,065 | $381,898 | — | — |
| 96 | Financial Engines Advisors L.L.C. | 13,71313,713 | $347,625 | — | TRIM -9% |
| 97 | Archford Capital Strategies, LLC | 13,37313,373 | $339,006 | — | ADD 5% |
| 98 | Private Advisor Group, LLC | 12,53212,532 | $317,686 | — | — |
| 99 | Trust Co | 11,86311,863 | $300,723 | — | TRIM -14% |
| 100 | Freestone Capital Holdings, LLC | 11,70011,700 | $296,595 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 660K | 706K | 765K | 822K | 2.1M | 1.7M | $44M |
| BANK OF AMERICA CORP /DE/ | 184K | 390K | 515K | 572K | 1.3M | 1.5M | $39M |
| Clearstead Advisors, LLC | 862K | 853K | 882K | 902K | 952K | 980K | $25M |
| HighTower Advisors, LLC | 653K | 740K | 731K | 712K | 746K | 733K | $19M |
| LBMC INVESTMENT ADVISORS, LLC | 67K | 112K | 225K | 261K | 419K | 487K | $12M |
| WELLS FARGO & COMPANY/MN | 164K | 182K | 208K | 326K | 391K | 421K | $11M |
| Paradiem, LLC | — | — | — | — | — | 396K | $10M |
| US BANCORP \DE\ | 54K | 152K | 253K | 335K | 385K | 384K | $10M |
| Lido Advisors, LLC | 9K | 72K | 83K | 89K | 107K | 347K | $9M |
| Covington Investment Advisors Inc. | — | — | — | — | 239K | 285K | $7M |
| Kathmere Capital Management, LLC | 157K | 394K | 277K | 280K | 280K | 273K | $7M |
| RAYMOND JAMES FINANCIAL INC | 176K | 282K | 223K | 210K | 238K | 255K | $6M |
| Praetorian Wealth Management, Inc. | 154K | 168K | 174K | 175K | 206K | 249K | $6M |
| LPL Financial LLC | 91K | 134K | 163K | 178K | 195K | 247K | $6M |
| UBS Group AG | 255K | 339K | 316K | 314K | 299K | 224K | $6M |
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 | 128 | 13,826,781 | — | $350M |
| 2025-Q4 | 119 | 12,438,034 | — | $316M |
| 2025-Q3 | 114 | 9,431,838 | — | $240M |
| 2025-Q2 | 107 | 8,632,084 | — | $218M |
| 2025-Q1 | 96 | 7,673,397 | — | $192M |
| 2024-Q4 | 84 | 6,186,757 | — | $154M |
| 2024-Q3 | 56 | 4,471,618 | — | $114M |
| 2024-Q2 | 50 | 3,278,564 | — | $81M |
| 2024-Q1 | 46 | 2,914,144 | — | $73M |
| 2023-Q4 | 37 | 2,191,433 | — | $56M |
| 2023-Q3 | 11 | 436,062 | — | $10M |
| 2023-Q2 | 7 | 63,012 | — | $2M |
| 2022-Q4 | 1 | 66,049 | — | $2M |
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.
