| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1,064,5001.1M | $36M | — | — |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 831,026831,026 | $28M | — | ADD 8% |
| 3 | FOUNDERS FINANCIAL SECURITIES LLC | 438,365438,365 | $15M | — | NEW |
| 4 | RAYMOND JAMES FINANCIAL INC | 225,577225,577 | $8M | — | ADD 18% |
| 5 | CAPTRUST FINANCIAL ADVISORS | 201,454201,454 | $7M | — | TRIM -25% |
| 6 | CRA Financial Services, LLC | 157,704157,704 | $5M | — | TRIM -2% |
| 7 | LPL Financial LLC | 123,454123,454 | $4M | — | ADD 1230% |
| 8 | Vavra Capital Management, LLC | 102,084102,084 | $3M | — | ADD 3% |
| 9 | COMPASS CAPITAL CORP /MA/ /ADV | 61,88061,880 | $2M | — | ADD 31% |
| 10 | Envestnet Portfolio Solutions, Inc. | 58,99358,993 | $2M | — | ADD 25% |
| 11 | OLD MISSION CAPITAL LLC | 50,45350,453 | $2M | — | NEW |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 46,82946,829 | $2M | — | ADD 103% |
| 13 | BIP Wealth, LLC | 31,10531,105 | $1M | — | ADD 3% |
| 14 | Cetera Investment Advisers | 29,05629,056 | $991,100 | — | ADD 14% |
| 15 | OSAIC HOLDINGS, INC. | 26,98526,985 | $920,460 | — | TRIM -11% |
| 16 | LifeGoal Investments, LLC | 20,07820,078 | $688,266 | — | TRIM -21% |
| 17 | Brookstone Capital Management | 19,02619,026 | $648,977 | — | NEW |
| 18 | COFG Advisors, LLC | 15,35415,354 | $523,725 | — | NEW |
| 19 | HighTower Advisors, LLC | 12,11712,117 | $413,311 | — | — |
| 20 | Patriot Financial Group Insurance Agency, LLC | 10,86610,866 | $370,616 | — | NEW |
| 21 | Chatterton & Associates Inc. | 8,0428,042 | $281,711 | — | — |
| 22 | Apollon Wealth Management, LLC | 6,8476,847 | $233,551 | — | NEW |
| 23 | GWN SECURITIES INC. | 6,3426,342 | $216,333 | — | NEW |
| 24 | Capital Analysts, LLC | 3,3793,379 | $115,000 | — | NEW |
| 25 | ASSETMARK, INC | 3,2263,226 | $110,039 | — | TRIM -10% |
| 26 | Clearstead Advisors, LLC | 3,0393,039 | $103,661 | — | — |
| 27 | ROYAL BANK OF CANADA | 1,8141,814 | $62,000 | — | NEW |
| 28 | AE Wealth Management LLC | 767767 | $26,169 | — | — |
| 29 | NewEdge Advisors, LLC | 20,40720,407 | $20,407 | — | ADD 7% |
| 30 | CoreCap Advisors, LLC | 492492 | $16,782 | — | — |
| 31 | IFP Advisors, Inc | 217217 | $7,402 | — | — |
| 32 | DHJJ Financial Advisors, Ltd. | 11 | $35 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 1.1M | 1.1M | 1.1M | 1.1M | 1.1M | 1.1M | $36M |
| ENVESTNET ASSET MANAGEMENT INC | 176K | 387K | 464K | 606K | 770K | 831K | $28M |
| FOUNDERS FINANCIAL SECURITIES LLC | — | — | — | — | — | 438K | $15M |
| RAYMOND JAMES FINANCIAL INC | — | — | — | 181K | 191K | 226K | $8M |
| CAPTRUST FINANCIAL ADVISORS | 87K | 109K | 327K | 349K | 268K | 201K | $7M |
| CRA Financial Services, LLC | 166K | 172K | 158K | 160K | 161K | 158K | $5M |
| LPL Financial LLC | — | — | — | 9K | 9K | 123K | $4M |
| Vavra Capital Management, LLC | — | — | — | — | 99K | 102K | $3M |
| COMPASS CAPITAL CORP /MA/ /ADV | — | — | — | — | 47K | 62K | $2M |
| Envestnet Portfolio Solutions, Inc. | — | — | 27K | 41K | 47K | 59K | $2M |
| OLD MISSION CAPITAL LLC | — | — | — | — | — | 50K | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 61K | 41K | — | — | 23K | 47K | $2M |
| BIP Wealth, LLC | — | — | — | — | 30K | 31K | $1M |
| Cetera Investment Advisers | — | — | — | 10K | 25K | 29K | $991,100 |
| OSAIC HOLDINGS, INC. | 5K | 11K | 31K | 45K | 30K | 27K | $920,460 |
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 | 32 | 3,581,479 | — | $122M |
| 2025-Q4 | 24 | 2,849,708 | — | $99M |
| 2025-Q3 | 23 | 2,632,505 | — | $90M |
| 2025-Q2 | 17 | 2,140,918 | — | $69M |
| 2025-Q1 | 14 | 1,851,704 | — | $57M |
| 2024-Q4 | 16 | 2,217,903 | — | $68M |
| 2024-Q3 | 11 | 1,445,120 | — | $44M |
| 2024-Q2 | 10 | 1,348,609 | — | $39M |
| 2024-Q1 | 3 | 1,181,438 | — | $33M |
| 2023-Q4 | 4 | 439,603 | — | $12M |
| 2023-Q3 | 3 | 411,341 | — | $10M |
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.
