| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Koch, Inc. | 12,181,35112.2M | $167M | — | — |
| 2 | STATE OF MICHIGAN RETIREMENT SYSTEM | 6,566,7626.6M | $90M | — | — |
| 3 | BANK OF AMERICA CORP /DE/ | 5,565,2235.6M | $76M | — | ADD 3% |
| 4 | HF Capital, LLC | 2,345,0652.3M | $32M | — | — |
| 5 | Pathstone Holdings, LLC | 1,118,1781.1M | $15M | — | TRIM -17% |
| 6 | FRANKLIN RESOURCES INC | 752,186752,186 | $10M | — | ADD 20% |
| 7 | UBS Group AG | 647,488647,488 | $9M | — | ADD 12% |
| 8 | Requisite Capital Management, LLC | 605,745605,745 | $9M | — | TRIM -10% |
| 9 | VAN ECK ASSOCIATES CORP | 598,442598,442 | $8M | — | TRIM -27% |
| 10 | Russell Investments Group, Ltd. | 551,820551,820 | $8M | — | ADD 184% |
| 11 | MORGAN STANLEY | 458,060458,060 | $6M | — | ADD 14% |
| 12 | Sage Mountain Advisors LLC | 418,062418,062 | $6M | — | TRIM -48% |
| 13 | KENNEDY CAPITAL MANAGEMENT LLC | 391,133391,133 | $5M | — | NEW |
| 14 | Corient Private Wealth LLC | 377,462377,462 | $5M | — | TRIM -54% |
| 15 | Callodine Capital Management, LP | 291,741291,741 | $4M | — | TRIM -27% |
| 16 | Activest Wealth Management | 246,966246,966 | $3M | — | ADD 19% |
| 17 | BlackRock, Inc. | 241,535241,535 | $3M | — | TRIM -46% |
| 18 | HB Wealth Management, LLC | 235,341235,341 | $3M | — | ADD 8% |
| 19 | WELLS FARGO & COMPANY/MN | 226,400226,400 | $3M | — | ADD 14% |
| 20 | AMERICAN FINANCIAL GROUP INC | 205,903205,903 | $3M | — | NEW |
| 21 | AG Asset Advisory, LLC | 203,300203,300 | $3M | — | — |
| 22 | JANE STREET GROUP, LLC | 189,715189,715 | $3M | — | NEW |
| 23 | Centric Wealth Management | 131,578131,578 | $2M | — | TRIM -4% |
| 24 | RENAISSANCE TECHNOLOGIES LLC | 145,322145,322 | $2M | — | ADD 102% |
| 25 | HRT FINANCIAL LP | 122,380122,380 | $2M | — | NEW |
| 26 | DBA TRADING, LLC | 121,998121,998 | $2M | — | NEW |
| 27 | Cresset Asset Management, LLC | 95,13695,136 | $1M | — | — |
| 28 | SlateStone Wealth, LLC | 94,64494,644 | $1M | — | — |
| 29 | STATE STREET CORP | 83,11083,110 | $1M | — | NEW |
| 30 | Inscription Capital, LLC | 81,13281,132 | $1M | — | — |
| 31 | XTX Topco Ltd | 79,99079,990 | $1M | — | TRIM -11% |
| 32 | CITADEL ADVISORS LLC | 77,74977,749 | $1M | — | ADD 34% |
| 33 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 74,96774,967 | $1M | — | ADD 62% |
| 34 | Hennion & Walsh Asset Management, Inc. | 68,31168,311 | $937,227 | — | ADD 38% |
| 35 | ROYAL BANK OF CANADA | 67,56367,563 | $927,000 | — | ADD 63% |
| 36 | Cerity Partners LLC | 67,20167,201 | $922,003 | — | ADD 49% |
| 37 | BROWN ADVISORY INC | 61,75761,757 | $847,306 | — | ADD 72% |
| 38 | Legacy Wealth Advisors, LLC | 59,08959,089 | $810,702 | — | — |
| 39 | SEI INVESTMENTS CO | 53,18253,182 | $729,658 | — | NEW |
| 40 | Accredited Investors Inc. | 50,89850,898 | $698,321 | — | — |
| 41 | STIFEL FINANCIAL CORP | 46,89646,896 | $643,413 | — | — |
| 42 | Quantinno Capital Management LP | 43,83643,836 | $601,430 | — | — |
| 43 | Belpointe Asset Management LLC | 38,16838,168 | $523,665 | — | ADD 110% |
| 44 | Closed-End Fund Advisors, Inc. | 35,85535,855 | $491,931 | — | TRIM -51% |
| 45 | HighTower Advisors, LLC | 33,27233,272 | $456,492 | — | NEW |
| 46 | Apollon Wealth Management, LLC | 31,35431,354 | $430,177 | — | — |
| 47 | TRUIST FINANCIAL CORP | 25,11925,119 | $344,633 | — | ADD 3% |
| 48 | MILLENNIUM MANAGEMENT LLC | 22,72922,729 | $311,842 | — | TRIM -91% |
| 49 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,23121,231 | $291,289 | — | ADD 85% |
| 50 | TT Capital Management LLC | 21,10021,100 | $289,492 | — | — |
| 51 | Adams Asset Advisors, LLC | 20,34120,341 | $279,079 | — | — |
| 52 | Platt Wealth Management LLC | 20,07920,079 | $275,000 | — | ADD 64% |
| 53 | Birchview Capital, LP | 20,00020,000 | $274,400 | — | — |
| 54 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 18,44718,447 | $260,472 | — | — |
| 55 | Dynamic Technology Lab Private Ltd | 18,37518,375 | $252,105 | — | TRIM -48% |
| 56 | ZACKS INVESTMENT MANAGEMENT | 17,95017,950 | $246,274 | — | — |
| 57 | CreativeOne Wealth, LLC | 17,95017,950 | $246,274 | — | — |
| 58 | SGL Investment Advisors, Inc. | 15,79915,799 | $230,665 | — | — |
| 59 | PRICE T ROWE ASSOCIATES INC /MD/ | 16,15516,155 | $222,000 | — | TRIM -30% |
| 60 | Generali Investments CEE, investicni spolecnost, a.s. | 15,83515,835 | $217,256 | — | — |
| 61 | SNS Financial Group, LLC | 14,94714,947 | $211,052 | — | — |
| 62 | Catalina Capital Group, LLC | 15,37315,373 | $210,918 | — | — |
| 63 | Invesco Ltd. | 15,36615,366 | $210,822 | — | TRIM -72% |
| 64 | Veery Capital, LLC | 14,90114,901 | $204,442 | — | — |
| 65 | MQS Management LLC | 14,89614,896 | $204,373 | — | NEW |
| 66 | D. E. Shaw & Co., Inc. | 14,68914,689 | $201,533 | — | NEW |
| 67 | CARY STREET PARTNERS FINANCIAL LLC | 14,48014,480 | $198,666 | — | NEW |
| 68 | Magnus Financial Group LLC | 13,22513,225 | $181,447 | — | NEW |
| 69 | Rockefeller Capital Management L.P. | 13,00613,006 | $178,442 | — | — |
| 70 | Brevan Howard Capital Management LP | 12,43312,433 | $170,581 | — | NEW |
| 71 | Arcus Capital Partners, LLC | 12,37512,375 | $169,785 | — | — |
| 72 | Valeo Financial Advisors, LLC | 12,09012,090 | $165,875 | — | — |
| 73 | TCTC Holdings, LLC | 11,92211,922 | $163,570 | — | — |
| 74 | Balentine LLC | 11,92211,922 | $163,570 | — | — |
| 75 | nVerses Capital, LLC | 11,87411,874 | $162,911 | — | NEW |
| 76 | Balyasny Asset Management L.P. | 11,35311,353 | $155,763 | — | NEW |
| 77 | Sovereign Financial Group, Inc. | 11,32011,320 | $155,307 | — | NEW |
| 78 | BNP PARIBAS FINANCIAL MARKETS | 10,90510,905 | $149,617 | — | TRIM -75% |
| 79 | OSAIC HOLDINGS, INC. | 10,90110,901 | $149,561 | — | ADD 6% |
| 80 | Forvis Mazars Wealth Advisors, LLC | 10,50410,504 | $144,115 | — | — |
| 81 | Advisory Services Network, LLC | 10,21210,212 | $140,109 | — | — |
| 82 | Squarepoint Ops LLC | 10,04210,042 | $137,776 | — | TRIM -96% |
| 83 | CITIGROUP INC | 4,7924,792 | $65,746 | — | — |
| 84 | Security National Bank | 4,4044,404 | $60,423 | — | — |
| 85 | Aquatic Capital Management LLC | 3,1033,103 | $42,573 | — | TRIM -75% |
| 86 | MAI Capital Management | 2,4002,400 | $32,928 | — | — |
| 87 | NOMURA ASSET MANAGEMENT CO LTD | 2,0582,058 | $28,236 | — | NEW |
| 88 | NewEdge Advisors, LLC | 21,06721,067 | $21,067 | — | — |
| 89 | Founders Capital Management | 800800 | $10,976 | — | — |
| 90 | Tower Research Capital LLC (TRC) | 526526 | $7,217 | — | NEW |
| 91 | Sound Income Strategies, LLC | 250250 | $3,433 | — | NEW |
| 92 | Caitong International Asset Management Co., Ltd | 2727 | $370 | — | ADD 1250% |
| 93 | JPMORGAN CHASE & CO | 1313 | $179 | — | TRIM -100% |
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 |
|---|---|---|---|---|---|---|---|
| Koch, Inc. | — | — | 12.2M | 12.2M | 12.2M | 12.2M | $167M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | — | — | — | — | 6.6M | 6.6M | $90M |
| BANK OF AMERICA CORP /DE/ | 989K | 1.6M | 4.6M | 5.2M | 5.4M | 5.6M | $76M |
| HF Capital, LLC | — | — | — | — | 2.3M | 2.3M | $32M |
| Pathstone Holdings, LLC | 51K | 102K | 203K | 1.4M | 1.4M | 1.1M | $15M |
| FRANKLIN RESOURCES INC | 57K | 78K | 224K | 308K | 625K | 752K | $10M |
| UBS Group AG | 144K | 142K | 236K | 158K | 577K | 647K | $9M |
| Requisite Capital Management, LLC | 330K | 366K | 843K | 757K | 676K | 606K | $9M |
| VAN ECK ASSOCIATES CORP | — | — | — | — | 824K | 598K | $8M |
| Russell Investments Group, Ltd. | — | — | — | — | 194K | 552K | $8M |
| MORGAN STANLEY | 68K | 103K | 165K | 214K | 400K | 458K | $6M |
| Sage Mountain Advisors LLC | 203K | 541K | 930K | 1.1M | 798K | 418K | $6M |
| KENNEDY CAPITAL MANAGEMENT LLC | — | — | — | — | — | 391K | $5M |
| Corient Private Wealth LLC | 265K | 601K | 538K | 528K | 813K | 377K | $5M |
| Callodine Capital Management, LP | 341K | 338K | 338K | 400K | 400K | 292K | $4M |
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 | 93 | 36,772,552 | — | $504M |
| 2025-Q4 | 87 | 37,096,977 | — | $532M |
| 2025-Q3 | 83 | 27,854,397 | — | $372M |
| 2025-Q2 | 70 | 25,002,668 | — | $382M |
| 2025-Q1 | 62 | 6,234,539 | — | $101M |
| 2024-Q4 | 47 | 4,046,219 | — | $67M |
| 2024-Q3 | 20 | 1,465,527 | — | $24M |
| 2024-Q2 | 16 | 1,392,869 | — | $22M |
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.
