| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Melia Wealth LLC | 441,230441,230 | $2M | 3.86% | — |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 342,906342,906 | $2M | 3.00% | NEW† |
| 3 | SHUFRO ROSE & CO LLC | 217,785217,785 | $969,144 | 1.91% | — |
| 4 | Frazier Financial Advisors, LLC | 203,866203,866 | $907,206 | 1.78% | ADD 156% |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 196,018196,018 | $872,280 | 1.72% | ADD 8% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 125,775125,775 | $559,807 | 1.10% | ADD 12% |
| 7 | LPL Financial LLC | 65,27865,278 | $290,489 | 0.57% | ADD 9% |
| 8 | CARY STREET PARTNERS FINANCIAL LLC | 274,657274,657 | $274,657 | 2.40% | ADD 577% |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | 219,801219,801 | $219,801 | 1.92% | TRIM -38% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 45,79845,798 | $203,801 | 0.40% | NEW |
| 11 | MORGAN STANLEY | 40,25540,255 | $179,137 | 0.35% | ADD 185% |
| 12 | Apella Capital, LLC | 37,81437,814 | $175,457 | 0.33% | TRIM -8% |
| 13 | Mariner, LLC | 36,84336,843 | $163,952 | 0.32% | — |
| 14 | BlackRock, Inc. | 36,62736,627 | $162,991 | 0.32% | ADD 15% |
| 15 | STATE STREET CORP | 32,30032,300 | $143,735 | 0.28% | — |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 27,26627,266 | $123,513 | 0.24% | TRIM -8% |
| 17 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | 122,460122,460 | $122,460 | 1.07% | TRIM -64% |
| 18 | MONETA GROUP INVESTMENT ADVISORS LLC | 27,31827,318 | $121,563 | 0.24% | TRIM -13% |
| 19 | Kestra Advisory Services, LLC | 25,87725,877 | $115,153 | 0.23% | — |
| 20 | JAMES INVESTMENT RESEARCH, INC. | 21,18621,186 | $94,278 | 0.19% | — |
| 21 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 19,51619,516 | $86,846 | 0.17% | — |
| 22 | GK Wealth Management LLC | 86,77786,777 | $86,777 | 0.76% | NEW |
| 23 | DWR WEALTH MANAGEMENT, LLC | 86,77786,777 | $86,777 | 0.76% | ADD 5% |
| 24 | NORTHERN TRUST CORP | 15,24015,240 | $67,818 | 0.13% | — |
| 25 | OLIO Financial Planning | 62,98462,984 | $62,985 | 0.55% | TRIM -4% |
| 26 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,10813,108 | $58,331 | 0.11% | TRIM -47% |
| 27 | RW Investment Management LLC | 12,95912,959 | $57,668 | 0.11% | NEW |
| 28 | Focus Partners Wealth | 50,00050,000 | $50,000 | 0.44% | TRIM -48% |
| 29 | CERTUITY, LLC | 47,05247,052 | $47,052 | 0.41% | TRIM -6% |
| 30 | Advisory Services Network, LLC | 9,0489,048 | $40,262 | 0.08% | TRIM -23% |
| 31 | OSAIC HOLDINGS, INC. | 5,9195,919 | $26,344 | 0.05% | — |
| 32 | ACADIAN ASSET MANAGEMENT LLC | 5,0005,000 | $22,000 | 0.04% | TRIM -50% |
| 33 | NewEdge Advisors, LLC | 21,18621,186 | $21,186 | 0.19% | — |
| 34 | Briaud Financial Planning Inc | 21,00621,006 | $21,006 | 0.18% | TRIM -15% |
| 35 | Vanguard Global Advisers, LLC | 3,7953,795 | $16,888 | 0.03% | NEW |
| 36 | HARBOUR INVESTMENTS, INC. | 13,84213,842 | $13,843 | 0.12% | NEW |
| 37 | Larson Financial Group LLC | 2,2952,295 | $10,212 | 0.02% | NEW |
| 38 | UBS Group AG | 1,3841,384 | $6,159 | 0.01% | ADD 47% |
| 39 | NISA INVESTMENT ADVISORS, LLC | 960960 | $4,272 | 0.01% | TRIM -35% |
| 40 | Triumph Capital Management | 800800 | $3,560 | 0.01% | — |
| 41 | Mountain Hill Investment Partners Corp. | 285285 | $1,269 | 0.00% | ADD 3% |
| 42 | BARD ASSOCIATES INC | 232232 | $1,033 | 0.00% | TRIM -67% |
| 43 | ROYAL BANK OF CANADA | 236236 | $1,000 | 0.00% | ADD 90% |
| 44 | PNC FINANCIAL SERVICES GROUP, INC. | 200200 | $890 | 0.00% | — |
| 45 | Tower Research Capital LLC (TRC) | 107107 | $476 | 0.00% | TRIM -85% |
| 46 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1010 | $44 | 0.00% | NEW |
| 47 | WELLS FARGO & COMPANY/MN | 11 | $4 | 0.00% | NEW |
† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.
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 |
|---|---|---|---|---|---|---|---|
| Melia Wealth LLC | 351K | 361K | 379K | 436K | 448K | 441K | $2M |
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 343K | $2M |
| SHUFRO ROSE & CO LLC | 217K | 216K | 215K | 215K | 218K | 218K | $969,144 |
| Frazier Financial Advisors, LLC | — | — | 21K | 29K | 80K | 204K | $907,206 |
| RENAISSANCE TECHNOLOGIES LLC | 153K | 150K | 156K | 174K | 182K | 196K | $872,280 |
| GEODE CAPITAL MANAGEMENT, LLC | 115K | 108K | 107K | 109K | 112K | 126K | $559,807 |
| LPL Financial LLC | 30K | 30K | 33K | 73K | 60K | 65K | $290,489 |
| CARY STREET PARTNERS FINANCIAL LLC | 301K | 262K | 260K | 256K | 41K | 275K | $274,657 |
| MERCER GLOBAL ADVISORS INC /ADV | — | 210K | 282K | 364K | 357K | 220K | $219,801 |
| VANGUARD FIDUCIARY TRUST CO | — | — | — | — | — | 46K | $203,801 |
| MORGAN STANLEY | 15K | 16K | 16K | 16K | 14K | 40K | $179,137 |
| Apella Capital, LLC | — | — | — | — | 41K | 38K | $175,457 |
| Mariner, LLC | — | — | 40K | 37K | 37K | 37K | $163,952 |
| BlackRock, Inc. | 45K | 45K | 31K | 33K | 32K | 37K | $162,991 |
| STATE STREET CORP | 32K | 32K | 32K | 32K | 32K | 32K | $143,735 |
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.
Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding divides each quarter's as-filed 13F shares by the SEC cover-page share count dated to that same quarter (split-adjusted), not by today's count — so splits and buybacks don't move the line.
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.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | +342,906 | $2M | OPEN |
| CARY STREET PARTNERS FINANCIAL LLC | +234,113 | $1M | ADD |
| Frazier Financial Advisors, LLC | +124,229 | $552,819 | ADD |
| GK Wealth Management LLC | +86,777 | $386,158 | OPEN |
| VANGUARD FIDUCIARY TRUST CO | +45,798 | $203,801 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −392,999 | $2M | CLOSE |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | −220,916 | $983,076 | TRIM |
| Fortress Financial Solutions, LLC | −147,298 | $655,476 | CLOSE |
| MERCER GLOBAL ADVISORS INC /ADV | −137,177 | $610,438 | TRIM |
| Pinnacle Wealth Planning Services, Inc. | −103,083 | $458,719 | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 47 | 3,021,779 | 26.4% | $10M |
| 2025-Q4 | 47 | 3,289,568 | 28.8% | $10M |
| 2025-Q3 | 43 | 3,109,680 | 27.2% | $12M |
| 2025-Q2 | 43 | 3,336,312 | 29.2% | $19M |
| 2025-Q1 | 48 | 3,701,357 | 32.4% | $19M |
| 2024-Q4 | 51 | 3,573,857 | 31.2% | $16M |
| 2024-Q3 | 45 | 3,166,356 | 27.7% | $43M |
| 2024-Q2 | 45 | 3,013,581 | 26.3% | $11M |
| 2024-Q1 | 46 | 3,063,486 | 26.8% | $10M |
| 2023-Q4 | 41 | 2,520,818 | 22.0% | $9M |
| 2023-Q3 | 38 | 2,488,143 | 21.7% | $9M |
| 2023-Q2 | 37 | 2,040,544 | 17.8% | $9M |
| 2023-Q1 | 40 | 2,117,293 | 18.4% | $9M |
| 2022-Q4 | 38 | 2,117,988 | 18.4% | $9M |
| 2022-Q3 | 41 | 2,092,912 | 18.2% | $10M |
| 2022-Q2 | 34 | 1,874,795 | 16.3% | $9M |
| 2022-Q1 | 36 | 1,860,594 | 16.2% | $10M |
| 2021-Q4 | 38 | 1,917,246 | 16.7% | $10M |
| 2021-Q3 | 33 | 1,865,025 | 16.2% | $10M |
| 2021-Q2 | 25 | 1,434,740 | 14.9% | $10M |
| 2021-Q1 | 22 | 1,126,895 | 11.7% | $6M |
| 2020-Q4 | 26 | 1,534,564 | 16.0% | $6M |
| 2020-Q3 | 24 | 1,379,539 | 14.3% | $5M |
| 2020-Q2 | 25 | 1,476,527 | 15.3% | $5M |
| 2020-Q1 | 27 | 1,396,965 | 14.5% | $5M |
| 2019-Q4 | 25 | 1,323,846 | 13.7% | $7M |
| 2019-Q3 | 25 | 1,196,387 | 12.4% | $7M |
| 2019-Q2 | 23 | 1,407,751 | 14.6% | $7M |
| 2019-Q1 | 24 | 1,474,147 | 15.3% | $8M |
| 2018-Q4 | 23 | 1,380,944 | 14.3% | $6M |
| 2018-Q3 | 27 | 1,745,637 | 18.3% | $8M |
| 2018-Q2 | 25 | 3,648,374 | 45.0% | $10M |
| 2018-Q1 | 15 | 3,421,791 | 42.2% | $9M |
| 2017-Q4 | 12 | 1,058,473 | 13.1% | $5M |
| 2017-Q3 | 13 | 970,467 | 12.0% | $5M |
| 2017-Q2 | 15 | 924,163 | 11.4% | $5M |
| 2017-Q1 | 15 | 861,224 | 10.6% | $5M |
| 2016-Q4 | 13 | 797,445 | 9.8% | $6M |
| 2016-Q3 | 12 | 609,025 | 8.4% | $4M |
| 2016-Q2 | 12 | 338,141 | 4.7% | $2M |
| 2016-Q1 | 13 | 263,984 | 3.6% | $1M |
| 2015-Q4 | 11 | 227,462 | 3.1% | $1M |
| 2015-Q3 | 12 | 234,588 | 3.2% | $960,000 |
| 2015-Q2 | 14 | 286,792 | 4.7% | $1M |
| 2015-Q1 | 10 | 162,164 | 2.7% | $642,000 |
| 2014-Q4 | 9 | 150,633 | 2.5% | $606,790 |
| 2014-Q3 | 7 | 101,315 | 1.7% | $282,000 |
| 2014-Q2 | 7 | 55,594 | 1.3% | $187,000 |
| 2014-Q1 | 5 | 52,690 | 1.2% | $103,000 |
| 2013-Q4 | 6 | 49,604 | 1.2% | $85,000 |
| 2013-Q3 | 3 | 45,802 | 1.1% | $86,000 |
| 2013-Q2 | 3 | 43,997 | 1.0% | $72,000 |
