| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, LLC | 5,075,5695.1M | $55M | — | TRIM -8% |
| 2 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 3,720,0093.7M | $41M | — | ADD 7% |
| 3 | 1607 Capital Partners, LLC | 3,584,6003.6M | $39M | — | TRIM -10% |
| 4 | LAZARD ASSET MANAGEMENT LLC | 3,500,6133.5M | $38M | — | — |
| 5 | Saba Capital Management, L.P. | 1,601,8061.6M | $17M | — | — |
| 6 | MORGAN STANLEY | 535,823535,823 | $6M | — | ADD 82% |
| 7 | BANK OF AMERICA CORP /DE/ | 443,293443,293 | $5M | — | TRIM -22% |
| 8 | Karpus Management, Inc. | 436,454436,454 | $5M | — | TRIM -23% |
| 9 | Almitas Capital LLC | 402,956402,956 | $4M | — | TRIM -8% |
| 10 | Verition Fund Management LLC | 255,445255,445 | $3M | — | NEW |
| 11 | Pekin Hardy Strauss, Inc. | 234,569234,569 | $3M | — | ADD 14% |
| 12 | Mraz, Amerine & Associates, Inc. | 195,453195,453 | $2M | — | ADD 12% |
| 13 | Altium Capital Management LLC | 150,412150,412 | $2M | — | ADD 278% |
| 14 | LPL Financial LLC | 119,168119,168 | $1M | — | ADD 106% |
| 15 | Barry Investment Advisors, LLC | 115,517115,517 | $1M | — | — |
| 16 | Focus Partners Wealth | 111,255111,255 | $1M | — | TRIM -9% |
| 17 | RAFFLES ASSOCIATES LP | 110,967110,967 | $1M | — | TRIM -20% |
| 18 | RAYMOND JAMES FINANCIAL INC | 106,211106,211 | $1M | — | — |
| 19 | Bulldog Investors, LLP | 104,181104,181 | $1M | — | TRIM -52% |
| 20 | Hara Capital LLC | 99,96499,964 | $1M | — | TRIM -12% |
| 21 | CIBC WORLD MARKET INC. | 94,34894,348 | $1M | — | ADD 17% |
| 22 | Shaker Financial Services, LLC | 90,07990,079 | $981,862 | — | TRIM -4% |
| 23 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 90,05790,057 | $981,621 | — | ADD 6% |
| 24 | Baird Financial Group, Inc. | 63,42363,423 | $691,311 | — | — |
| 25 | EVOLVE PRIVATE WEALTH, LLC | 57,74457,744 | $629,410 | — | — |
| 26 | Hudson Portfolio Management LLC | 50,78150,781 | $553,513 | — | — |
| 27 | Noble Wealth Management PBC | 49,67849,678 | $541,490 | — | ADD 5% |
| 28 | Corient Private Wealth LLC | 41,75341,753 | $455,108 | — | NEW |
| 29 | BARD ASSOCIATES INC | 39,22239,222 | $427,520 | — | — |
| 30 | Quantinno Capital Management LP | 35,28635,286 | $384,618 | — | NEW |
| 31 | Dynamic Advisor Solutions LLC | 34,36634,366 | $374,589 | — | — |
| 32 | DKM Wealth Management, Inc. | 34,00134,001 | $370,615 | — | — |
| 33 | SAX WEALTH ADVISORS, LLC | 27,22527,225 | $301,653 | — | — |
| 34 | CSS LLC/IL | 25,29225,292 | $275,683 | — | NEW |
| 35 | Mills Wealth Advisors LLC | 24,82024,820 | $270,533 | — | — |
| 36 | BEAM WEALTH ADVISORS, INC. | 24,50024,500 | $267,050 | — | TRIM -20% |
| 37 | Triasima Portfolio Management inc. | 21,80021,800 | $237,620 | — | — |
| 38 | INGALLS & SNYDER LLC | 20,00020,000 | $218,000 | — | — |
| 39 | Independent Advisor Alliance | 19,80019,800 | $215,820 | — | NEW |
| 40 | ROBERTS GLORE & CO INC /IL/ | 17,63317,633 | $192,200 | — | — |
| 41 | Successful Portfolios LLC | 15,00015,000 | $159,750 | — | — |
| 42 | Quantedge Capital Pte Ltd | 12,02212,022 | $131,040 | — | NEW |
| 43 | JANE STREET GROUP, LLC | 11,47011,470 | $125,024 | — | NEW |
| 44 | OSAIC HOLDINGS, INC. | 10,47210,472 | $114,166 | — | ADD 17% |
| 45 | WOLVERINE ASSET MANAGEMENT LLC | 10,32110,321 | $112,499 | — | NEW |
| 46 | Colonial Trust Advisors | 6,3996,399 | $69,749 | — | TRIM -32% |
| 47 | PNC FINANCIAL SERVICES GROUP, INC. | 6,0556,055 | $66,000 | — | — |
| 48 | Western Wealth Management, LLC | 4,6274,627 | $50,431 | — | NEW |
| 49 | CWM, LLC | 4,5064,506 | $49,115 | — | — |
| 50 | WELLS FARGO & COMPANY/MN | 4,4134,413 | $48,106 | — | ADD 220550% |
| 51 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,9003,900 | $43,251 | — | — |
| 52 | US BANCORP \DE\ | 1,5251,525 | $16,623 | — | — |
| 53 | Thomas J. Herzfeld Advisors, Inc. | 1,1501,150 | $12,535 | — | TRIM -38% |
| 54 | ROYAL BANK OF CANADA | 1,0001,000 | $11,000 | — | NEW |
| 55 | Ancora Advisors LLC | 500500 | $5,450 | — | — |
| 56 | HIGHLINE WEALTH PARTNERS LLC | 200200 | $2,180 | — | TRIM -33% |
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 |
|---|---|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 5.2M | 5.1M | 5.0M | 5.5M | 5.5M | 5.1M | $55M |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 4.5M | 4.5M | 4.3M | 3.5M | 3.5M | 3.7M | $41M |
| 1607 Capital Partners, LLC | 4.9M | 4.6M | 4.2M | 4.2M | 4.0M | 3.6M | $39M |
| LAZARD ASSET MANAGEMENT LLC | 2.2M | 2.3M | 2.3M | 2.3M | 3.5M | 3.5M | $38M |
| Saba Capital Management, L.P. | 1.0M | 1.6M | 2.1M | 2.3M | 1.6M | 1.6M | $17M |
| MORGAN STANLEY | 261K | 307K | 314K | 311K | 295K | 536K | $6M |
| BANK OF AMERICA CORP /DE/ | 5K | 2K | 795K | 792K | 569K | 443K | $5M |
| Karpus Management, Inc. | 1.0M | 995K | 828K | 662K | 566K | 436K | $5M |
| Almitas Capital LLC | 497K | 512K | 512K | 963K | 436K | 403K | $4M |
| Verition Fund Management LLC | — | — | — | — | — | 255K | $3M |
| Pekin Hardy Strauss, Inc. | 16K | 18K | 91K | 197K | 206K | 235K | $3M |
| Mraz, Amerine & Associates, Inc. | 102K | 104K | 145K | 155K | 175K | 195K | $2M |
| Altium Capital Management LLC | — | — | — | — | 40K | 150K | $2M |
| LPL Financial LLC | — | — | — | — | 58K | 119K | $1M |
| Barry Investment Advisors, LLC | 189K | 151K | 150K | 147K | 115K | 116K | $1M |
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 | 56 | 21,859,633 | — | $238M |
| 2025-Q4 | 51 | 22,067,545 | — | $245M |
| 2025-Q3 | 46 | 22,483,956 | — | $237M |
| 2025-Q2 | 50 | 22,430,698 | — | $216M |
| 2025-Q1 | 53 | 22,308,595 | — | $187M |
| 2024-Q4 | 56 | 22,895,443 |
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.
| — |
| $176M |
| 2024-Q3 | 57 | 22,577,788 | — | $191M |
| 2024-Q2 | 50 | 22,143,537 | — | $168M |
| 2024-Q1 | 50 | 22,311,285 | — | $178M |
| 2023-Q4 | 50 | 22,864,194 | — | $174M |
| 2023-Q3 | 51 | 22,311,155 | — | $159M |
| 2023-Q2 | 47 | 22,379,593 | — | $161M |
| 2023-Q1 | 49 | 22,883,707 | — | $158M |
| 2022-Q4 | 47 | 22,534,483 | — | $146M |
| 2022-Q3 | 46 | 22,143,502 | — | $130M |
| 2022-Q2 | 51 | 22,132,132 | — | $140M |
| 2022-Q1 | 50 | 22,225,647 | — | $159M |
| 2021-Q4 | 55 | 22,505,505 | — | $177M |
| 2021-Q3 | 49 | 22,724,859 | — | $206M |
| 2021-Q2 | 51 | 22,664,604 | — | $204M |
| 2021-Q1 | 50 | 23,034,159 | — | $214M |
| 2020-Q4 | 52 | 22,373,082 | — | $202M |
| 2020-Q3 | 44 | 22,463,416 | — | $194M |
| 2020-Q2 | 44 | 22,392,567 | — | $175M |
| 2020-Q1 | 46 | 22,223,365 | — | $156M |
| 2019-Q4 | 40 | 22,098,319 | — | $197M |
| 2019-Q3 | 41 | 21,586,845 | — | $189M |
| 2019-Q2 | 45 | 21,474,598 | — | $182M |
| 2019-Q1 | 45 | 21,751,823 | — | $191M |
| 2018-Q4 | 47 | 21,674,261 | — | $180M |
| 2018-Q3 | 54 | 20,998,130 | — | $232M |
| 2018-Q2 | 51 | 21,045,192 | — | $244M |
| 2018-Q1 | 51 | 20,749,691 | — | $255M |
| 2017-Q4 | 49 | 20,639,561 | — | $243M |
| 2017-Q3 | 46 | 22,663,633 | — | $284M |
| 2017-Q2 | 43 | 21,246,260 | — | $244M |
| 2017-Q1 | 42 | 21,434,074 | — | $232M |
| 2016-Q4 | 42 | 21,274,754 | — | $207M |
| 2016-Q3 | 48 | 21,239,804 | — | $224M |
| 2016-Q2 | 45 | 18,650,520 | — | $182M |
| 2016-Q1 | 43 | 20,568,003 | — | $198M |
| 2015-Q4 | 45 | 19,122,182 | — | $196M |
| 2015-Q3 | 45 | 18,668,651 | — | $190M |
| 2015-Q2 | 44 | 18,006,069 | — | $169M |
| 2015-Q1 | 44 | 16,962,857 | — | $169M |
| 2014-Q4 | 46 | 16,529,372 | — | $148M |
| 2014-Q3 | 41 | 13,895,521 | — | $135M |
| 2014-Q2 | 42 | 10,824,066 | — | $102M |
| 2014-Q1 | 40 | 10,194,425 | — | $89M |
| 2013-Q4 | 38 | 10,093,906 | — | $93M |
| 2013-Q3 | 38 | 9,816,534 | — | $89M |
| 2013-Q2 | 37 | 8,961,521 | — | $77M |
| 2013-Q1 | 1 | 17,974 | — | $155,000 |
