| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Atlantic Union Bankshares Corp | 1,430,3631.4M | $37M | — | ADD 12% |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 919,178919,178 | $24M | — | ADD 28% |
| 3 | SUMMITRY LLC | 863,405863,405 | $22M | — | — |
| 4 | STIFEL FINANCIAL CORP | 566,032566,032 | $15M | — | ADD 8% |
| 5 | BENJAMIN EDWARDS INC | 505,968505,968 | $13M | — | ADD 8% |
| 6 | ROYAL BANK OF CANADA | 422,541422,541 | $11M | — | ADD 22% |
| 7 | D.A. DAVIDSON & CO. | 384,663384,663 | $10M | — | ADD 3% |
| 8 | Atlantic Private Wealth, LLC | 231,170231,170 | $6M | — | — |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 193,461193,461 | $5M | — | ADD 12% |
| 10 | AMERIPRISE FINANCIAL INC | 177,618177,618 | $5M | — | NEW |
| 11 | MORGAN STANLEY | 152,953152,953 | $4M | — | TRIM -3% |
| 12 | Probity Advisors, Inc. | 146,578146,578 | $4M | — | ADD 33% |
| 13 | UBS Group AG | 132,797132,797 | $3M | — | ADD 977% |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | 130,222130,222 | $3M | — | ADD 8% |
| 15 | Accretive Wealth Partners, LLC | 128,199128,199 | $3M | — | — |
| 16 | HighTower Advisors, LLC | 103,632103,632 | $3M | — | — |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 99,39099,390 | $3M | — | NEW |
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 95,16095,160 | $2M | — | ADD 25% |
| 19 | RAYMOND JAMES FINANCIAL INC | 74,98974,989 | $2M | — | ADD 153% |
| 20 | Cetera Investment Advisers | 58,25158,251 | $1M | — | ADD 4% |
| 21 | Reliant Wealth Planning | 52,38252,382 | $1M | — | — |
| 22 | BANK OF AMERICA CORP /DE/ | 41,63541,635 | $1M | — | ADD 7% |
| 23 | Petros Family Wealth, LLC | 41,14341,143 | $1M | — | ADD 105% |
| 24 | CITADEL ADVISORS LLC | 40,65740,657 | $1M | — | ADD 41% |
| 25 | CWM, LLC | 38,81938,819 | $994,931 | — | — |
| 26 | U.S. Capital Wealth Advisors, LLC | 36,87436,874 | $945,081 | — | — |
| 27 | LPL Financial LLC | 34,47034,470 | $883,470 | — | TRIM -4% |
| 28 | GOLDMAN SACHS GROUP INC | 31,82531,825 | $815,675 | — | TRIM -5% |
| 29 | L2 Asset Management, LLC | 24,97224,972 | $640,036 | — | — |
| 30 | WELLS FARGO & COMPANY/MN | 22,09122,091 | $566,193 | — | ADD 160% |
| 31 | JANE STREET GROUP, LLC | 22,00822,008 | $564,065 | — | ADD 31% |
| 32 | Equitable Holdings, Inc. | 20,76520,765 | $535,934 | — | — |
| 33 | THOROUGHBRED FINANCIAL SERVICES, LLC | 20,03420,034 | $513,000 | — | ADD 119% |
| 34 | Krilogy Financial LLC | 17,59917,599 | $450,975 | — | TRIM -28% |
| 35 | MML INVESTORS SERVICES, LLC | 15,65215,652 | $401,162 | — | TRIM -8% |
| 36 | Keeler Thomas Management LLC | 15,47815,478 | $396,693 | — | TRIM -76% |
| 37 | Apella Capital, LLC | 14,39714,397 | $370,795 | — | — |
| 38 | Jacobi Capital Management LLC | 11,38111,381 | $291,703 | — | ADD 3% |
| 39 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10,35010,350 | $265,270 | — | ADD 5% |
| 40 | DEARBORN PARTNERS LLC | 9,1239,123 | $237,745 | — | ADD 17% |
| 41 | Waverly Advisors, LLC | 8,5518,551 | $219,162 | — | — |
| 42 | Guidance Point Advisors, LLC | 8,2788,278 | $212,165 | — | ADD 6% |
| 43 | SIGNATUREFD, LLC | 7,8407,840 | $200,939 | — | — |
| 44 | IFP Advisors, Inc | 4,9874,987 | $127,817 | — | ADD 5% |
| 45 | CNB Bank | 4,8104,810 | $123,280 | — | — |
| 46 | Physician Wealth Advisors, Inc. | 4,0004,000 | $102,520 | — | — |
| 47 | FIFTH THIRD BANCORP | 2,7272,727 | $69,893 | — | NEW |
| 48 | OSAIC HOLDINGS, INC. | 1,8391,839 | $47,133 | — | — |
| 49 | Advisory Services Network, LLC | 1,4861,486 | $38,086 | — | NEW |
| 50 | CENTRAL TRUST Co | 1,3871,387 | $35,549 | — | TRIM -16% |
| 51 | Hyposwiss Advisors SA | 1,3651,365 | $34,985 | — | — |
| 52 | Asset Dedication, LLC | 1,0371,037 | $26,579 | — | — |
| 53 | CVA Family Office, LLC | 583583 | $14,942 | — | — |
| 54 | Root Financial Partners, LLC | 268268 | $6,869 | — | NEW |
| 55 | Signature Resources Capital Management, LLC | 107107 | $2,742 | — | 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 |
|---|---|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 549K | 726K | 789K | 960K | 1.3M | 1.4M | $37M |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | — | 661K | 659K | 643K | 716K | 919K | $24M |
| SUMMITRY LLC | — | — | — | 833K | 859K | 863K | $22M |
| STIFEL FINANCIAL CORP | — | 29K | 97K | 99K | 526K | 566K | $15M |
| BENJAMIN EDWARDS INC | — | — | 23K | 27K | 468K | 506K | $13M |
| ROYAL BANK OF CANADA | 225K | 240K | 512K | 268K | 346K | 423K | $11M |
| D.A. DAVIDSON & CO. | — | — | 321K | 368K | 374K | 385K | $10M |
| Atlantic Private Wealth, LLC | — | 78K | 176K | 219K | 235K | 231K | $6M |
| COMMONWEALTH EQUITY SERVICES, LLC | 135K | 143K | 146K | 152K | 173K | 193K | $5M |
| AMERIPRISE FINANCIAL INC | — | — | — | — | — | 178K | $5M |
| MORGAN STANLEY | — | — | — | — | 157K | 153K | $4M |
| Probity Advisors, Inc. | 14K | 57K | 91K | 102K | 110K | 147K | $4M |
| UBS Group AG | — | — | — | — | 12K | 133K | $3M |
| MERCER GLOBAL ADVISORS INC /ADV | — | — | — | 100K | 121K | 130K | $3M |
| Accretive Wealth Partners, LLC | 90K | 116K | 121K | 124K | 129K | 128K | $3M |
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 | 55 | 7,387,490 | — | $189M |
| 2025-Q4 | 53 | 6,384,602 | — | $165M |
| 2025-Q3 | 51 | 5,621,067 | — | $146M |
| 2025-Q2 | 46 | 4,393,824 | — | $113M |
| 2025-Q1 | 39 | 3,113,501 | — | $80M |
| 2024-Q4 | 22 | 1,512,796 | — | $38M |
| 2024-Q3 | 9 | 774,109 | — | $20M |
| 2024-Q2 | 3 | 145,520 | — | $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.
