| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 45,330,37845.3M | $2.4B | — | ADD 21% |
| 2 | CAPTRUST FINANCIAL ADVISORS | 1,626,9801.6M | $85M | — | ADD 5336% |
| 3 | MORGAN STANLEY | 1,443,8051.4M | $75M | — | ADD 7% |
| 4 | LPL Financial LLC | 1,154,8061.2M | $60M | — | ADD 41% |
| 5 | Composition Wealth, LLC | 918,297918,297 | $48M | — | ADD 3% |
| 6 | Schiavi & Co LLC | 895,620895,620 | $47M | — | ADD 11% |
| 7 | Allspring Global Investments Holdings, LLC | 875,688875,688 | $46M | — | ADD 217192% |
| 8 | UBS Group AG | 835,208835,208 | $44M | — | TRIM -20% |
| 9 | M&T Bank Corp | 660,890660,890 | $34M | — | TRIM -37% |
| 10 | BANK OF AMERICA CORP /DE/ | 402,817402,817 | $21M | — | ADD 4% |
| 11 | MBM WEALTH CONSULTANTS, LLC | 339,073339,073 | $18M | — | ADD 11% |
| 12 | TD Capital Management LLC | 263,719263,719 | $14M | — | ADD 5% |
| 13 | JONES FINANCIAL COMPANIES LLLP | 256,575256,575 | $13M | — | ADD 90% |
| 14 | Stonebridge Financial Group, LLC | 251,426251,426 | $13M | — | ADD 14% |
| 15 | RAYMOND JAMES FINANCIAL INC | 238,074238,074 | $12M | — | ADD 6% |
| 16 | FMA Wealth Management, LLC | 237,701237,701 | $12M | — | — |
| 17 | Bulwark Capital Corp | 236,214236,214 | $12M | — | ADD 71% |
| 18 | JANE STREET GROUP, LLC | 233,532233,532 | $12M | — | ADD 103% |
| 19 | Intellus Advisors LLC | 233,446233,446 | $12M | — | ADD 7% |
| 20 | Essential Planning, LLC. | 228,857228,857 | $12M | — | ADD 42% |
| 21 | HighTower Advisors, LLC | 209,656209,656 | $11M | — | TRIM -27% |
| 22 | Boulder Wealth Advisors, LLC | 189,278189,278 | $10M | — | ADD 422% |
| 23 | Wealth Advisors of Tampa Bay, LLC | 184,934184,934 | $10M | — | ADD 58% |
| 24 | Private Advisor Group, LLC | 178,243178,243 | $9M | — | ADD 67% |
| 25 | Juno Financial Group LLC | 166,445166,445 | $9M | — | NEW |
| 26 | OakTrust Wealth Advisors, LLC | 164,982164,982 | $9M | — | ADD 35% |
| 27 | Whipplewood Advisors, LLC | 150,354150,354 | $8M | — | NEW |
| 28 | ANCHOR CAPITAL ADVISORS LLC | 137,119137,119 | $7M | — | NEW |
| 29 | DRIVE WEALTH MANAGEMENT, LLC | 134,983134,983 | $7M | — | TRIM -18% |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 123,694123,694 | $6M | — | ADD 83% |
| 31 | Cetera Investment Advisers | 120,550120,550 | $6M | — | TRIM -14% |
| 32 | MONECO ADVISORS, LLC | 107,589107,589 | $6M | — | ADD 16% |
| 33 | Apella Capital, LLC | 99,72699,726 | $5M | — | NEW |
| 34 | Bleakley Financial Group, LLC | 96,34096,340 | $5M | — | ADD 7% |
| 35 | OSAIC HOLDINGS, INC. | 86,46686,466 | $5M | — | ADD 12% |
| 36 | Steward Partners Investment Advisory, LLC | 86,23086,230 | $5M | — | ADD 2683% |
| 37 | Sunrise Financial Services, LLC | 85,73485,734 | $4M | — | NEW |
| 38 | Members Advisory Group LLC | 84,69384,693 | $4M | — | ADD 20% |
| 39 | AE Wealth Management LLC | 80,78280,782 | $4M | — | ADD 2% |
| 40 | Equitable Holdings, Inc. | 80,54980,549 | $4M | — | ADD 22% |
| 41 | Grey Ledge Advisors, LLC | 70,48370,483 | $4M | — | TRIM -39% |
| 42 | Janney Montgomery Scott LLC | 70,12670,126 | $4M | — | ADD 97% |
| 43 | Wealthcare Advisory Partners LLC | 66,52666,526 | $3M | — | ADD 6% |
| 44 | Nautilus Advisors LLC | 61,49161,491 | $3M | — | TRIM -9% |
| 45 | Diversified Portfolios, Inc. | 56,00756,007 | $3M | — | ADD 175% |
| 46 | First Commonwealth Financial Corp /PA/ | 50,81550,815 | $3M | — | ADD 251% |
| 47 | WINEBRENNER CAPITAL MANAGEMENT LLC | 45,40745,407 | $2M | — | — |
| 48 | Kraft, Davis & Associates, LLC | 44,27444,274 | $2M | — | NEW |
| 49 | NICOLET BANKSHARES INC | 43,69043,690 | $2M | — | NEW |
| 50 | FLOW TRADERS U.S. LLC | 41,08041,080 | $2M | — | TRIM -88% |
| 51 | TCP Asset Management, LLC | 41,04541,045 | $2M | — | TRIM -21% |
| 52 | ENVESTNET ASSET MANAGEMENT INC | 40,25240,252 | $2M | — | ADD 9% |
| 53 | Scott Capital Advisors, LLC | 39,20339,203 | $2M | — | NEW |
| 54 | Savvy Advisors, Inc. | 37,88037,880 | $2M | — | ADD 13% |
| 55 | GREAT VALLEY ADVISOR GROUP, INC. | 36,60136,601 | $2M | — | NEW |
| 56 | KANE INVESTMENT MANAGEMENT, INC. | 36,31336,313 | $2M | — | ADD 8% |
| 57 | D.A. DAVIDSON & CO. | 35,62535,625 | $2M | — | ADD 4% |
| 58 | &PARTNERS | 32,96532,965 | $2M | — | ADD 4% |
| 59 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 31,64331,643 | $2M | — | TRIM -35% |
| 60 | Ascent Group, LLC | 30,82230,822 | $2M | — | ADD 18% |
| 61 | Capital Group Private Client Services, Inc. | 30,19730,197 | $2M | — | ADD 14% |
| 62 | Rossby Financial, LCC | 28,73928,739 | $1M | — | ADD 2869% |
| 63 | PROTECTIVE LIFE CORP | 28,42828,428 | $1M | — | NEW |
| 64 | IRON Financial LLC | 25,83425,834 | $1M | — | NEW |
| 65 | Accretive Wealth Partners, LLC | 24,81324,813 | $1M | — | NEW |
| 66 | Saiph Capital, LLC | 24,63224,632 | $1M | — | — |
| 67 | Cambridge Investment Research Advisors, Inc. | 22,84122,841 | $1M | — | TRIM -47% |
| 68 | MML INVESTORS SERVICES, LLC | 21,96821,968 | $1M | — | TRIM -3% |
| 69 | Synergy Asset Management, LLC | 20,96720,967 | $1M | — | NEW |
| 70 | WCG Wealth Advisors LLC | 19,06019,060 | $994,733 | — | ADD 26% |
| 71 | STIFEL FINANCIAL CORP | 18,90318,903 | $986,548 | — | ADD 9% |
| 72 | HAZLETT, BURT & WATSON, INC. | 18,40218,402 | $962,000 | — | ADD 171% |
| 73 | FIFTH THIRD BANCORP | 18,07818,078 | $943,478 | — | ADD 97% |
| 74 | PRAIRIEVIEW WEALTH PARTNERS, LLC | 17,34717,347 | $905,340 | — | ADD 104% |
| 75 | WJ Wealth Management, LLC | 17,27117,271 | $901,349 | — | TRIM -3% |
| 76 | TRUIST FINANCIAL CORP | 17,19817,198 | $897,553 | — | — |
| 77 | HRT FINANCIAL LP | 17,18717,187 | $896,000 | — | NEW |
| 78 | Vawter Financial, Ltd. | 12,89712,897 | $673,091 | — | ADD 13% |
| 79 | PRIVATE TRUST CO NA | 12,52612,526 | $653,732 | — | ADD 32% |
| 80 | Rollins Financial Advisors, LLC | 12,40412,404 | $647,365 | — | NEW |
| 81 | KWB Wealth | 12,14312,143 | $635,558 | — | — |
| 82 | OLD MISSION CAPITAL LLC | 12,02612,026 | $627,636 | — | NEW |
| 83 | BlueStem Wealth Partners, LLC | 11,80911,809 | $616,300 | — | ADD 18% |
| 84 | Cloud Capital Management, LLC | 10,47410,474 | $546,000 | — | — |
| 85 | Jaffetilchin Investment Partners, LLC | 10,41510,415 | $543,549 | — | ADD 24% |
| 86 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,09210,092 | $526,701 | — | TRIM -81% |
| 87 | Cerity Partners LLC | 9,7769,776 | $510,218 | — | ADD 2% |
| 88 | Creative Planning | 9,2499,249 | $482,715 | — | ADD 12% |
| 89 | Ameritas Investment Partners, Inc. | 9,2189,218 | $481,108 | — | NEW |
| 90 | PFG Advisors | 9,1189,118 | $475,868 | — | — |
| 91 | Bank of New York Mellon Corp | 8,9548,954 | $467,301 | — | TRIM -3% |
| 92 | OPPENHEIMER & CO INC | 8,7308,730 | $455,619 | — | NEW |
| 93 | ROYAL BANK OF CANADA | 8,2338,233 | $430,000 | — | ADD 9% |
| 94 | CIBC WORLD MARKET INC. | 8,2238,223 | $429,158 | — | ADD 94% |
| 95 | Centerpoint Advisory Group | 7,9957,995 | $417,265 | — | TRIM -8% |
| 96 | Family Office Research LLC | 7,7367,736 | $403,742 | — | — |
| 97 | Maridea Wealth Management LLC | 7,3547,354 | $383,804 | — | ADD 10% |
| 98 | Stratos Wealth Partners, LTD. | 7,2987,298 | $380,883 | — | NEW |
| 99 | Diversified Enterprises, LLC | 6,7896,789 | $354,318 | — | ADD 2% |
| 100 | Sandy Cove Advisors, LLC | 6,4116,411 | $334,566 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 8.4M | 8.8M | 19.3M | 76.9M | 37.5M | 45.3M | $2.4B |
| CAPTRUST FINANCIAL ADVISORS | 49K | 37K | 32K | 32K | 30K | 1.6M | $85M |
| MORGAN STANLEY | 203K | 297K | 489K | 1.1M | 1.4M | 1.4M | $75M |
| LPL Financial LLC | 306K | 312K | 421K | 727K | 821K | 1.2M | $60M |
| Composition Wealth, LLC | 581K | 601K | 699K | 741K | 891K | 918K | $48M |
| Schiavi & Co LLC | — | 704K | 722K | 736K | 806K | 896K | $47M |
| Allspring Global Investments Holdings, LLC | — | — | — | — | 403 | 876K | $46M |
| UBS Group AG | 7K | 979K | 1.0M | 1.0M | 1.0M | 835K | $44M |
| M&T Bank Corp | 856K | 1.0M | 973K | 1.0M | 1.0M | 661K | $34M |
| BANK OF AMERICA CORP /DE/ | 292K | 387K | 406K | 482K | 389K | 403K | $21M |
| MBM WEALTH CONSULTANTS, LLC | 217K | 232K | 241K | 273K | 304K | 339K | $18M |
| TD Capital Management LLC | 72K | 162K | 186K | 211K | 251K | 264K | $14M |
| JONES FINANCIAL COMPANIES LLLP | 14K | 25K | 41K | 111K | 135K | 257K | $13M |
| Stonebridge Financial Group, LLC | 221K | 258K | 200K | 220K | 220K | 251K | $13M |
| RAYMOND JAMES FINANCIAL INC | 71K | 177K | 210K | 226K | 224K | 238K | $12M |
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 | 143 | 60,818,677 | — | $3.2B |
| 2025-Q4 | 123 | 49,229,079 | — | $2.6B |
| 2025-Q3 | 98 | 86,778,857 | — | $4.6B |
| 2025-Q2 | 94 | 27,286,192 | — | $1.4B |
| 2025-Q1 | 79 | 15,834,439 | — | $824M |
| 2024-Q4 | 75 | 13,817,863 | — | $712M |
| 2024-Q3 | 61 | 19,619,337 | — | $1.0B |
| 2024-Q2 | 45 | 18,441,323 | — | $944M |
| 2024-Q1 | 46 | 18,874,290 | — | $961M |
| 2023-Q4 | 36 | 18,516,046 | — | $937M |
| 2023-Q3 | 36 | 10,360,294 | — | $517M |
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.
