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 |
|---|---|---|---|---|---|---|---|
| Betterment LLC | 460K | 736K | 1.1M | 1.4M | 1.6M | 1.7M | $84M |
| JPMORGAN CHASE & CO | 521K | 534K | 643K | 1.8M | 897K | 932K | $46M |
| EP Wealth Advisors, LLC | 302K | 315K | 267K | — | 380K | 404K | $20M |
| PNC FINANCIAL SERVICES GROUP, INC. | 199K | 208K | 193K | 188K | 210K | 229K | $11M |
| ENVESTNET ASSET MANAGEMENT INC | 210K | 213K | 189K | 180K | 188K | 197K | $10M |
| SEEDS INVESTOR LLC | 77K | 85K | 92K | 134K | 149K | 169K | $8M |
| RAYMOND JAMES FINANCIAL INC | 112K | 119K | 116K | 130K | 143K | 155K | $8M |
| Ellevest, Inc. | 132K | 121K | 111K | 126K | 139K | 148K | $7M |
| MISSION WEALTH MANAGEMENT, LP | 165K | 162K | 129K | 117K | 110K | 107K | $5M |
| Integrated Wealth Concepts LLC | — | — | — | — | 85K | 88K | $4M |
| FMR LLC | 8K | 28K | 23K | 28K | 33K | 86K | $4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 57K | 62K | 56K | 70K | 69K | 85K | $4M |
| Modera Wealth Management, LLC | 78K | 73K | 70K | 72K | 64K | 61K | $3M |
| Ascentis Independent Advisors | — | — | — | — | — | 49K | $2M |
| GeoWealth Management, LLC | 94K | 73K | 64K | 66K | 52K | 48K | $2M |
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 | 75 | 5,050,294 | — | $251M |
| 2025-Q4 | 67 | 4,735,901 | — | $239M |
| 2025-Q3 | 58 | 4,831,845 | — | $243M |
| 2025-Q2 | 55 | 3,544,596 | — | $175M |
| 2025-Q1 | 46 | 3,092,529 | — | $154M |
| 2024-Q4 | 46 | 2,793,300 | — | $140M |
| 2024-Q3 | 39 | 2,878,910 | — | $147M |
| 2024-Q2 | 36 | 2,656,553 | — | $134M |
| 2024-Q1 | 36 | 2,620,416 | — | $132M |
| 2023-Q4 | 34 | 2,731,993 | — | $138M |
| 2023-Q3 | 32 | 2,096,718 | — | $101M |
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.
