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 |
|---|---|---|---|---|---|---|---|
| LOOMIS SAYLES & CO L P | 7.4M | 7.5M | 7.5M | 7.3M | 7.4M | 7.5M | $295M |
| LPL Financial LLC | 40K | 875K | 1.1M | 1.4M | 1.7M | 2.2M | $88M |
| RAYMOND JAMES FINANCIAL INC | — | 13K | 88K | 959K | 1.2M | 1.9M | $75M |
| Cerity Partners LLC | — | — | — | 534K | 859K | 1.1M | $45M |
| Vestmark Advisory Solutions, Inc. | — | — | — | — | — | 907K | $36M |
| WELLS FARGO & COMPANY/MN | — | — | — | — | 91K | 472K | $19M |
| AMERIPRISE FINANCIAL INC | 117K | 207K | 207K | 280K | 280K | 412K | $16M |
| Greater Midwest Financial Group, LLC | — | — | — | 314K | 325K | 349K | $14M |
| IHT Wealth Management, LLC | — | — | 142K | 280K | 268K | 275K | $11M |
| Mariner, LLC | — | — | — | 233K | 238K | 258K | $10M |
| MAI Capital Management | — | — | — | 228K | 228K | 242K | $10M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | — | — | — | — | — | 226K | $9M |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | 45K | 86K | 216K | $9M |
| BANK OF AMERICA CORP /DE/ | — | — | — | 7K | 103K | 198K | $8M |
| Clifford Group, LLC | — | — | — | — | — | 170K | $7M |
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 | 52 | 17,147,956 | — | $675M |
| 2025-Q4 | 42 | 13,366,304 | — | $598M |
| 2025-Q3 | 32 | 12,018,572 | — | $534M |
| 2025-Q2 | 17 | 9,283,272 | — | $388M |
| 2025-Q1 | 11 | 8,897,900 | — | $310M |
| 2024-Q4 | 9 | 7,870,447 | — | $306M |
| 2024-Q3 | 5 | 7,515,943 | — | $266M |
| 2024-Q2 | 4 | 5,126,161 | — | $174M |
| 2024-Q1 | 3 | 4,484,287 | — | $144M |
| 2023-Q4 | 1 | 50 | — | $1,403 |
| 2023-Q2 | 1 | 9,433 | — | $239,016 |
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.
