| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 16,888,79716.9M | $908M | — | ADD 29% |
| 2 | Allworth Financial LP | 6,129,9076.1M | $330M | — | ADD 2% |
| 3 | AMERIPRISE FINANCIAL INC | 5,808,7975.8M | $313M | — | ADD 53% |
| 4 | JPMORGAN CHASE & CO | 5,805,8935.8M | $312M | — | ADD 87% |
| 5 | CAPTRUST FINANCIAL ADVISORS | 5,141,1545.1M | $276M | — | ADD 11% |
| 6 | BANK OF AMERICA CORP /DE/ | 4,223,1484.2M | $227M | — | ADD 47% |
| 7 | Cetera Investment Advisers | 3,834,2353.8M | $206M | — | ADD 27% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 3,681,2033.7M | $198M | — | ADD 39% |
| 9 | Private Advisor Group, LLC | 3,555,3023.6M | $191M | — | ADD 35% |
| 10 | RAYMOND JAMES FINANCIAL INC | 2,508,4102.5M | $135M | — | ADD 81% |
| 11 | ROYAL BANK OF CANADA | 2,443,7552.4M | $131M | — | ADD 64% |
| 12 | Janney Montgomery Scott LLC | 2,169,6282.2M | $117M | — | ADD 6% |
| 13 | Diversified Portfolios, Inc. | 1,987,3782.0M | $107M | — | ADD 3% |
| 14 | Summit Financial, LLC | 1,663,4851.7M | $89M | — | ADD 22% |
| 15 | Bridgewater Advisors Inc. | 1,622,2581.6M | $87M | — | ADD 30% |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 1,577,4461.6M | $85M | — | ADD 17% |
| 17 | Vestmark Advisory Solutions, Inc. | 1,497,0641.5M | $80M | — | ADD 6% |
| 18 | BALDWIN WEALTH PARTNERS LLC/MA | 1,469,2321.5M | $79M | — | — |
| 19 | Berger Financial Group, Inc | 1,443,7551.4M | $78M | — | ADD 8% |
| 20 | Independent Advisor Alliance | 1,429,2531.4M | $77M | — | NEW |
| 21 | WELLS FARGO & COMPANY/MN | 1,340,6751.3M | $72M | — | ADD 174% |
| 22 | CWM, LLC | 1,323,7731.3M | $71M | — | ADD 12% |
| 23 | JONES FINANCIAL COMPANIES LLLP | 1,272,1681.3M | $68M | — | ADD 52% |
| 24 | MML INVESTORS SERVICES, LLC | 1,254,9731.3M | $67M | — | TRIM -10% |
| 25 | IAG Wealth Partners, LLC | 1,109,5431.1M | $60M | — | TRIM -8% |
| 26 | LVZ, Inc. | 967,020967,020 | $52M | — | ADD 3% |
| 27 | Peterson Wealth Advisors, LLC | 893,551893,551 | $48M | — | — |
| 28 | StoneX Group Inc. | 807,296807,296 | $43M | — | TRIM -16% |
| 29 | Intrua Financial, LLC | 729,351729,351 | $39M | — | ADD 2% |
| 30 | Larson Financial Group LLC | 724,578724,578 | $39M | — | ADD 19% |
| 31 | Arlington Financial Advisors, LLC | 699,517699,517 | $38M | — | ADD 40% |
| 32 | Dynasty Wealth Management, LLC | 677,096677,096 | $36M | — | ADD 43% |
| 33 | Essex LLC | 670,321670,321 | $36M | — | ADD 9% |
| 34 | Lifelong Wealth Advisors, Inc. | 669,290669,290 | $36M | — | ADD 3% |
| 35 | Spire Wealth Management | 651,008651,008 | $35M | — | ADD 124% |
| 36 | Cambridge Investment Research Advisors, Inc. | 627,018627,018 | $34M | — | ADD 3% |
| 37 | Pallas Capital Advisors LLC | 626,242626,242 | $34M | — | TRIM -8% |
| 38 | HARBOUR INVESTMENTS, INC. | 606,253606,253 | $33M | — | ADD 291% |
| 39 | UBS Group AG | 578,362578,362 | $31M | — | ADD 1067% |
| 40 | NewEdge Wealth, LLC | 577,358577,358 | $31M | — | ADD 20% |
| 41 | CGC Financial Services, LLC | 539,876539,876 | $29M | — | ADD 20% |
| 42 | FMR LLC | 538,991538,991 | $29M | — | ADD 5% |
| 43 | D.A. DAVIDSON & CO. | 538,251538,251 | $29M | — | ADD 8% |
| 44 | Mariner, LLC | 483,310483,310 | $26M | — | ADD 83% |
| 45 | OSAIC HOLDINGS, INC. | 463,621463,621 | $25M | — | ADD 33% |
| 46 | MEANS INVESTMENT CO., INC. | 431,887431,887 | $23M | — | — |
| 47 | OpenArc Corporate Advisory, LLC | 429,530429,530 | $23M | — | ADD 19% |
| 48 | Capital Investment Advisory Services, LLC | 380,847380,847 | $20M | — | ADD 6% |
| 49 | Opes Wealth Management LLC | 372,762372,762 | $20M | — | ADD 102% |
| 50 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 352,993352,993 | $19M | — | NEW |
| 51 | Ocean Park Asset Management, LLC | 351,700351,700 | $19M | — | — |
| 52 | SAGESPRING WEALTH PARTNERS, LLC | 344,461344,461 | $19M | — | TRIM -37% |
| 53 | Vawter Financial, Ltd. | 344,454344,454 | $19M | — | ADD 6% |
| 54 | HighTower Advisors, LLC | 330,025330,025 | $18M | — | ADD 3% |
| 55 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | 328,037328,037 | $18M | — | TRIM -47% |
| 56 | Choice Wealth Advisors LLC | 327,921327,921 | $18M | — | NEW |
| 57 | KESTRA PRIVATE WEALTH SERVICES, LLC | 318,485318,485 | $17M | — | ADD 12% |
| 58 | Royal Harbor Partners, LLC | 317,831317,831 | $17M | — | ADD 89% |
| 59 | Eldridge Investment Advisors, Inc. | 297,825297,825 | $16M | — | ADD 12% |
| 60 | CGN Advisors LLC | 292,799292,799 | $16M | — | ADD 4% |
| 61 | Pinnacle Wealth Management, LLC | 285,338285,338 | $15M | — | ADD 6% |
| 62 | Independence Asset Advisors, LLC | 279,390279,390 | $15M | — | — |
| 63 | Clear Trail Advisors, LLC | 274,078274,078 | $15M | — | NEW |
| 64 | KWB Wealth | 272,350272,350 | $15M | — | — |
| 65 | Echo Wealth Management, LLC | 269,004269,004 | $14M | — | ADD 64% |
| 66 | PEAK FINANCIAL ADVISORS LLC | 259,406259,406 | $14M | — | TRIM -7% |
| 67 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 253,549253,549 | $14M | — | NEW |
| 68 | Equitable Holdings, Inc. | 250,893250,893 | $14M | — | ADD 155% |
| 69 | WBH ADVISORY INC | 251,459251,459 | $13M | — | ADD 37% |
| 70 | Integrated Wealth Concepts LLC | 238,715238,715 | $13M | — | ADD 113% |
| 71 | CREATIVE FINANCIAL DESIGNS INC /ADV | 233,471233,471 | $13M | — | NEW |
| 72 | Argo Wealth Advisory, LLC | 228,576228,576 | $12M | — | ADD 3% |
| 73 | AXXCESS WEALTH MANAGEMENT, LLC | 228,168228,168 | $12M | — | ADD 14% |
| 74 | Capital Advisors Wealth Management, LLC | 227,847227,847 | $12M | — | ADD 28% |
| 75 | RIVERSEDGE ADVISORS, LLC | 221,434221,434 | $12M | — | NEW |
| 76 | &PARTNERS | 219,360219,360 | $12M | — | ADD 153% |
| 77 | Savvy Advisors, Inc. | 215,546215,546 | $12M | — | ADD 2% |
| 78 | Citizens Business Bank | 214,255214,255 | $12M | — | ADD 2% |
| 79 | Ruggaard & Associates LLC | 209,020209,020 | $11M | — | — |
| 80 | Goldstone Financial Group, LLC | 191,045191,045 | $10M | — | TRIM -2% |
| 81 | VestGen Advisors, LLC | 186,668186,668 | $10M | — | ADD 47% |
| 82 | Centurion Wealth Management LLC | 179,406179,406 | $10M | — | ADD 10% |
| 83 | Cobblestone Asset Management LLC | 177,858177,858 | $10M | — | ADD 5% |
| 84 | Rosenblum Silverman Sutton S F Inc /ca | 171,505171,505 | $9M | — | ADD 9% |
| 85 | Essex Financial Services, Inc. | 170,383170,383 | $9M | — | ADD 8% |
| 86 | AGH Wealth Advisors, LLC | 165,832165,832 | $9M | — | ADD 41% |
| 87 | Guided Capital Wealth Management, LLC | 162,371162,371 | $9M | — | — |
| 88 | Financial Planning Navigators CORP | 157,937157,937 | $8M | — | ADD 4% |
| 89 | CreativeOne Wealth, LLC | 157,765157,765 | $8M | — | ADD 73% |
| 90 | PARK AVENUE SECURITIES LLC | 156,447156,447 | $8M | — | — |
| 91 | MGO ONE SEVEN LLC | 150,050150,050 | $8M | — | ADD 10% |
| 92 | GREAT VALLEY ADVISOR GROUP, INC. | 147,510147,510 | $8M | — | ADD 8% |
| 93 | Sonoma Allocations LLC | 147,141147,141 | $8M | — | TRIM -13% |
| 94 | Prospera Financial Services Inc | 138,420138,420 | $7M | — | ADD 25% |
| 95 | STIFEL FINANCIAL CORP | 135,647135,647 | $7M | — | ADD 82% |
| 96 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 135,948135,948 | $7M | — | TRIM -63% |
| 97 | Cooper Financial Group | 132,964132,964 | $7M | — | ADD 2% |
| 98 | AdvisorNet Financial, Inc | 130,571130,571 | $7M | — | ADD 2945% |
| 99 | IHT Wealth Management, LLC | 129,307129,307 | $7M | — | ADD 95% |
| 100 | Gallacher Capital Management LLC | 128,510128,510 | $7M | — | ADD 6% |
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 | 2.2M | 4.5M | 7.2M | 8.5M | 13.1M | 16.9M | $908M |
| Allworth Financial LP | — | — | — | — | 6.0M | 6.1M | $330M |
| AMERIPRISE FINANCIAL INC | — | — | — | 1.3M | 3.8M | 5.8M | $313M |
| JPMORGAN CHASE & CO | 148K | 523K | 570K | 2.4M | 3.1M | 5.8M | $312M |
| CAPTRUST FINANCIAL ADVISORS | — | — | — | 4.2M | 4.6M | 5.1M | $276M |
| BANK OF AMERICA CORP /DE/ | — | — | 347K | 675K | 2.9M | 4.2M | $227M |
| Cetera Investment Advisers | 140K | 1.0M | 1.7M | 2.2M | 3.0M | 3.8M | $206M |
| ENVESTNET ASSET MANAGEMENT INC | 540K | 1.4M | 1.5M | 1.1M | 2.6M | 3.7M | $198M |
| Private Advisor Group, LLC | 23K | 66K | 505K | 2.0M | 2.6M | 3.6M | $191M |
| RAYMOND JAMES FINANCIAL INC | — | 459K | 378K | 1.0M | 1.4M | 2.5M | $135M |
| ROYAL BANK OF CANADA | 341K | 521K | 2.0M | 1.1M | 1.5M | 2.4M | $131M |
| Janney Montgomery Scott LLC | 437K | 508K | 532K | 577K | 2.1M | 2.2M | $117M |
| Diversified Portfolios, Inc. | 1.4M | 1.5M | 1.6M | 1.8M | 1.9M | 2.0M | $107M |
| Summit Financial, LLC | — | — | — | 1.3M | 1.4M | 1.7M | $89M |
| Bridgewater Advisors Inc. | — | — | — | 987K | 1.2M | 1.6M | $87M |
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 | 307 | 114,097,559 | — | $6.1B |
| 2025-Q4 | 273 | 88,782,638 | — | $4.8B |
| 2025-Q3 | 213 | 55,330,276 | — | $3.0B |
| 2025-Q2 | 174 | 37,354,229 | — | $2.0B |
| 2025-Q1 | 140 | 27,403,205 | — | $1.5B |
| 2024-Q4 | 116 | 18,445,139 | — | $964M |
| 2024-Q3 | 73 | 9,612,947 | — | $524M |
| 2024-Q2 | 51 | 5,263,650 | — | $275M |
| 2024-Q1 | 30 | 3,325,668 | — | $175M |
| 2023-Q4 | 14 | 4,853,882 | — | $257M |
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.
