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 |
|---|---|---|---|---|---|---|---|
| GLOBALT Investments LLC / GA | 2.5M | 2.4M | 2.3M | 2.3M | 2.3M | 2.4M | $59M |
| Atlantic Union Bankshares Corp | 711K | 733K | 932K | 1.1M | 1.3M | 1.5M | $36M |
| Krilogy Financial LLC | 792K | 855K | 879K | 1.1M | 1.1M | 1.1M | $27M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | — | 701K | 695K | 677K | 637K | 1.1M | $26M |
| MORGAN STANLEY | 294K | 337K | 609K | 864K | 923K | 989K | $24M |
| CHATHAM CAPITAL GROUP, INC. | — | 149K | 475K | 493K | 515K | 669K | $16M |
| ENVESTNET ASSET MANAGEMENT INC | 359K | 370K | 408K | 467K | 414K | 603K | $15M |
| PFG Private Wealth Management, LLC | — | — | — | — | — | 493K | $13M |
| Cetera Investment Advisers | — | 345K | 351K | 391K | 396K | 403K | $10M |
| AMERIPRISE FINANCIAL INC | — | — | — | 104K | 134K | 339K | $8M |
| WELLS FARGO & COMPANY/MN | 389K | 289K | 203K | 310K | 307K | 323K | $8M |
| Headland Capital, LLC | — | 272K | 284K | 295K | 304K | 313K | $8M |
| HighTower Advisors, LLC | 115K | 148K | 159K | 185K | 249K | 267K | $7M |
| Probity Advisors, Inc. | 125K | 137K | 146K | 146K | 142K | 197K | $5M |
| UBS Group AG | 599K | 346K | 243K | 235K | 171K | 178K | $4M |
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 | 84 | 13,194,511 | — | $323M |
| 2025-Q4 | 78 | 12,343,033 | — | $303M |
| 2025-Q3 | 75 | 11,626,382 | — | $286M |
| 2025-Q2 | 74 | 10,718,810 | — | $263M |
| 2025-Q1 | 71 | 9,957,291 | — | $243M |
| 2024-Q4 | 57 | 8,464,314 | — | $200M |
| 2024-Q3 | 50 | 6,257,877 | — | $157M |
| 2024-Q2 | 43 | 6,828,556 | — | $164M |
| 2024-Q1 | 41 | 5,939,602 | — | $144M |
| 2023-Q4 | 33 | 4,516,568 | — | $112M |
| 2023-Q3 | 8 | 1,523,978 | — | $36M |
| 2023-Q2 | 2 | 100,000 | — | $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.
