| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4,878,3644.9M | $140M | — | ADD 28% |
| 2 | RAYMOND JAMES FINANCIAL INC | 2,349,3072.3M | $68M | — | ADD 8% |
| 3 | WELLS FARGO & COMPANY/MN | 2,274,3272.3M | $65M | — | ADD 16% |
| 4 | AMERIPRISE FINANCIAL INC | 1,630,1671.6M | $47M | — | ADD 72% |
| 5 | ROYAL BANK OF CANADA | 1,558,2961.6M | $45M | — | ADD 17% |
| 6 | BANK OF AMERICA CORP /DE/ | 1,341,7011.3M | $39M | — | ADD 8% |
| 7 | MORGAN STANLEY | 1,232,4151.2M | $35M | — | ADD 165% |
| 8 | Summit Investment Advisory Services, LLC | 1,002,0911.0M | $29M | — | — |
| 9 | Larson Financial Group LLC | 795,484795,484 | $23M | — | ADD 21% |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 626,845626,845 | $18M | — | TRIM -13% |
| 11 | Cetera Investment Advisers | 621,105621,105 | $18M | — | ADD 8% |
| 12 | OSAIC HOLDINGS, INC. | 580,223580,223 | $17M | — | ADD 4% |
| 13 | Next Level Private LLC | 395,468395,468 | $11M | — | ADD 27% |
| 14 | Sowell Financial Services LLC | 394,534394,534 | $11M | — | TRIM -9% |
| 15 | CWM, LLC | 381,500381,500 | $11M | — | ADD 84% |
| 16 | Equitable Holdings, Inc. | 327,590327,590 | $9M | — | ADD 2350% |
| 17 | Base Wealth Management LLC | 319,318319,318 | $9M | — | TRIM -7% |
| 18 | JONES FINANCIAL COMPANIES LLLP | 286,714286,714 | $8M | — | ADD 10% |
| 19 | STIFEL FINANCIAL CORP | 260,915260,915 | $8M | — | TRIM -15% |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 246,884246,884 | $7M | — | ADD 6% |
| 21 | Steward Partners Investment Advisory, LLC | 170,637170,637 | $5M | — | ADD 6% |
| 22 | D.A. DAVIDSON & CO. | 153,075153,075 | $4M | — | ADD 6% |
| 23 | DAVENPORT & Co LLC | 144,519144,519 | $4M | — | ADD 24% |
| 24 | SMITH, MOORE & CO. | 143,872143,872 | $4M | — | ADD 4% |
| 25 | Tulsa Wealth Advisors, INC | 141,044141,044 | $4M | — | NEW |
| 26 | Lido Advisors, LLC | 135,738135,738 | $4M | — | TRIM -3% |
| 27 | Intrua Financial, LLC | 135,591135,591 | $4M | — | ADD 12% |
| 28 | Bank of New York Mellon Corp | 134,167134,167 | $4M | — | ADD 130% |
| 29 | Gateway Wealth Partners, LLC | 123,624123,624 | $4M | — | ADD 258% |
| 30 | Janney Montgomery Scott LLC | 121,730121,730 | $4M | — | ADD 85% |
| 31 | HARBOUR INVESTMENTS, INC. | 120,381120,381 | $3M | — | ADD 513% |
| 32 | Cambridge Investment Research Advisors, Inc. | 116,581116,581 | $3M | — | ADD 15% |
| 33 | KENNEDY INVESTMENT GROUP, INC. | 111,358111,358 | $3M | — | ADD 94% |
| 34 | Kestra Advisory Services, LLC | 110,776110,776 | $3M | — | ADD 26% |
| 35 | LVZ, Inc. | 93,30393,303 | $3M | — | ADD 2% |
| 36 | Elequin Capital, LP | 84,33384,333 | $2M | — | ADD 9291% |
| 37 | ENVESTNET ASSET MANAGEMENT INC | 75,94575,945 | $2M | — | ADD 74% |
| 38 | BENJAMIN EDWARDS INC | 74,11174,111 | $2M | — | ADD 14% |
| 39 | RICHARDS, MERRILL & PETERSON, INC. | 72,74572,745 | $2M | — | ADD 39% |
| 40 | Pinnacle Financial Group, LLC / IL | 67,80567,805 | $2M | — | — |
| 41 | Spartan Wealth Advisory Services LLC | 62,45062,450 | $2M | — | NEW |
| 42 | Advisory Services Network, LLC | 62,32662,326 | $2M | — | ADD 57% |
| 43 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 60,65160,651 | $2M | — | ADD 338% |
| 44 | Brookstone Capital Management | 60,19460,194 | $2M | — | — |
| 45 | Arkadios Wealth Advisors | 60,09460,094 | $2M | — | — |
| 46 | Sanctuary Advisors, LLC | 58,34458,344 | $2M | — | ADD 15% |
| 47 | Capital Analysts, LLC | 56,79956,799 | $2M | — | ADD 84% |
| 48 | Private Advisor Group, LLC | 50,38150,381 | $1M | — | ADD 9% |
| 49 | HBW ADVISORY SERVICES LLC | 45,85345,853 | $1M | — | ADD 304% |
| 50 | Arrowroot Family Office, LLC | 38,09638,096 | $1M | — | NEW |
| 51 | TRUIST FINANCIAL CORP | 37,53937,539 | $1M | — | ADD 39% |
| 52 | Secure Asset Management, LLC | 33,97233,972 | $976,682 | — | ADD 71% |
| 53 | XML Financial, LLC | 33,86533,865 | $973,619 | — | ADD 13% |
| 54 | JANE STREET GROUP, LLC | 33,53733,537 | $964,189 | — | TRIM -56% |
| 55 | Mariner, LLC | 31,50631,506 | $905,800 | — | ADD 45% |
| 56 | Innovative Wealth Building LLC | 30,08330,083 | $864,890 | — | ADD 3% |
| 57 | OLD MISSION CAPITAL LLC | 29,91429,914 | $860,027 | — | — |
| 58 | VERUS CAPITAL PARTNERS, LLC | 28,40528,405 | $816,640 | — | ADD 5% |
| 59 | Prospera Financial Services Inc | 28,11028,110 | $808,161 | — | ADD 23% |
| 60 | JPMORGAN CHASE & CO | 25,52625,526 | $732,341 | — | ADD 9% |
| 61 | Visionary Wealth Advisors | 24,85324,853 | $714,524 | — | ADD 4% |
| 62 | World Investment Advisors | 24,06924,069 | $691,990 | — | ADD 31% |
| 63 | Independent Advisor Alliance | 23,07223,072 | $663,323 | — | NEW |
| 64 | Stratos Wealth Partners, LTD. | 22,61122,611 | $650,094 | — | ADD 8% |
| 65 | Jacobi Capital Management LLC | 21,75021,750 | $625,306 | — | ADD 16% |
| 66 | CALTON & ASSOCIATES, INC. | 21,55421,554 | $619,678 | — | TRIM -17% |
| 67 | LEVEL FOUR ADVISORY SERVICES, LLC | 21,09621,096 | $606,510 | — | NEW |
| 68 | CITADEL ADVISORS LLC | 20,59020,590 | $591,963 | — | TRIM -53% |
| 69 | PFG Advisors | 20,54220,542 | $590,577 | — | ADD 50% |
| 70 | Plus Group Wealth Advisors LLC | 19,92819,928 | $572,927 | — | ADD 11% |
| 71 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 19,00519,005 | $546,387 | — | ADD 23% |
| 72 | Perigon Wealth Management, LLC | 18,82518,825 | $541,219 | — | — |
| 73 | Bill Few Associates, Inc. | 17,97017,970 | $516,646 | — | NEW |
| 74 | PRIVATE TRUST CO NA | 17,04017,040 | $489,900 | — | — |
| 75 | Asset Allocation Strategies LLC | 16,36516,365 | $470,496 | — | — |
| 76 | Jaffetilchin Investment Partners, LLC | 15,75915,759 | $453,078 | — | NEW |
| 77 | KESTRA PRIVATE WEALTH SERVICES, LLC | 15,00015,000 | $431,250 | — | NEW |
| 78 | Allworth Financial LP | 14,86114,861 | $427,254 | — | — |
| 79 | WCG Wealth Advisors LLC | 14,33314,333 | $412,075 | — | — |
| 80 | Advance Capital Management, Inc. | 14,19214,192 | $408,034 | — | NEW |
| 81 | FLAGSHIP HARBOR ADVISORS, LLC | 13,30113,301 | $382,394 | — | ADD 4% |
| 82 | Atria Investments, Inc | 12,47212,472 | $358,570 | — | — |
| 83 | Orion Porfolio Solutions, LLC | 12,21312,213 | $351,124 | — | NEW |
| 84 | C2C Wealth Management, LLC | 12,00012,000 | $345,000 | — | ADD 33% |
| 85 | Wealthcare Advisory Partners LLC | 11,24411,244 | $323,259 | — | ADD 18% |
| 86 | Retireful, LLC | 11,16511,165 | $320,994 | — | NEW |
| 87 | Koshinski Asset Management, Inc. | 10,99810,998 | $316,192 | — | NEW |
| 88 | Sigma Planning Corp | 10,17210,172 | $292,456 | — | ADD 22% |
| 89 | Cornerstone Wealth Management, LLC | 9,8659,865 | $283,621 | — | — |
| 90 | AVAII WEALTH MANAGEMENT, LLC | 8,7088,708 | $250,345 | — | NEW |
| 91 | Savvy Advisors, Inc. | 7,9597,959 | $228,819 | — | — |
| 92 | Advisor OS, LLC | 7,5327,532 | $216,545 | — | NEW |
| 93 | Prosperity Financial Group, Inc. | 7,4577,457 | $214,389 | — | NEW |
| 94 | TITLEIST ASSET MANAGEMENT, LLC | 7,1757,175 | $206,281 | — | — |
| 95 | FIFTH THIRD BANCORP | 5,0005,000 | $143,750 | — | NEW |
| 96 | AE Wealth Management LLC | 4,7874,787 | $137,626 | — | NEW |
| 97 | Western Wealth Management, LLC | 4,1574,157 | $119,514 | — | NEW |
| 98 | Farther Finance Advisors, LLC | 4,0004,000 | $114,840 | — | — |
| 99 | US BANCORP \DE\ | 3,6033,603 | $103,587 | — | NEW |
| 100 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,2043,204 | $91,987 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 1.4M | 1.7M | 2.1M | 2.7M | 3.8M | 4.9M | $140M |
| RAYMOND JAMES FINANCIAL INC | 1.1M | 1.5M | 1.7M | 2.0M | 2.2M | 2.3M | $68M |
| WELLS FARGO & COMPANY/MN | 469K | 1.0M | 1.3M | 1.6M | 2.0M | 2.3M | $65M |
| AMERIPRISE FINANCIAL INC | 511K | 580K | 685K | 909K | 947K | 1.6M | $47M |
| ROYAL BANK OF CANADA | 717K | 798K | 1.8M | 987K | 1.3M | 1.6M | $45M |
| BANK OF AMERICA CORP /DE/ | — | — | 24K | 141K | 1.2M | 1.3M | $39M |
| MORGAN STANLEY | 60K | 53K | 52K | 109K | 465K | 1.2M | $35M |
| Summit Investment Advisory Services, LLC | 85K | 885K | 912K | 971K | 1.0M | 1.0M | $29M |
| Larson Financial Group LLC | — | 34K | 333K | 551K | 655K | 795K | $23M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 957K | 955K | 501K | 541K | 718K | 627K | $18M |
| Cetera Investment Advisers | 263K | 318K | 428K | 532K | 576K | 621K | $18M |
| OSAIC HOLDINGS, INC. | 175K | 250K | 521K | 606K | 559K | 580K | $17M |
| Next Level Private LLC | 238K | 259K | 256K | 280K | 311K | 395K | $11M |
| Sowell Financial Services LLC | 359K | 401K | 412K | 436K | 434K | 395K | $11M |
| CWM, LLC | 533 | 13K | 62K | 133K | 207K | 382K | $11M |
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 | 114 | 25,264,847 | — | $726M |
| 2025-Q4 | 95 | 20,275,883 | — | $569M |
| 2025-Q3 | 84 | 15,914,276 | — | $441M |
| 2025-Q2 | 80 | 14,158,179 | — | $383M |
| 2025-Q1 | 71 | 11,017,768 | — | $293M |
| 2024-Q4 | 56 | 7,865,540 | — | $205M |
| 2024-Q3 | 47 | 5,864,939 | — | $159M |
| 2024-Q2 | 37 | 4,607,245 | — | $119M |
| 2024-Q1 | 30 | 4,260,429 | — | $111M |
| 2023-Q4 | 27 | 3,306,625 | — | $85M |
| 2023-Q3 | 14 | 3,184,920 | — | $77M |
| 2023-Q2 | 8 | 3,928,020 | — | $99M |
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.
