% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
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 |
|---|---|---|---|---|---|---|---|
| CENTRAL TRUST Co | 520K | 537K | 554K | 671K | 713K | 750K | $38M |
| EVOKE WEALTH, LLC | 1.1M | 1.1M | 961K | 773K | 663K | 532K | $27M |
| WELLS FARGO & COMPANY/MN | 514K | 440K | 472K | 461K | 401K | 486K | $25M |
| ALTFEST L J & CO INC | — | — | 65K | 130K | 212K | 275K | $14M |
| NORTHERN TRUST CORP | 279K | 312K | 346K | 353K | 289K | 237K | $12M |
| Mid-American Wealth Advisory Group, Inc. | 136K | 116K | 186K | 191K | 192K | 192K | $10M |
| Sovran Advisors, LLC | 149K | 166K | 162K | 173K | 159K | 161K | $8M |
| Avos Capital Management, LLC | 213K | 204K | 279K | 336K | 346K | 149K | $8M |
| Fermata Advisors, LLC | 148K | 143K | 131K | 127K | 134K | 146K | $7M |
| OSAIC HOLDINGS, INC. | 4K | 2K | 2K | 75K | 74K | 121K | $6M |
| Yoder Wealth Management, Inc. | 95K | 98K | 104K | 112K | 114K | 113K | $6M |
| HighTower Advisors, LLC | — | — | — | — | — | 99K | $5M |
| AE Wealth Management LLC | 228K | 40K | 69K | 67K | 66K | 64K | $3M |
| Tortoise Investment Management, LLC | 6K | 2K | 50K | 52K | 56K | 62K | $3M |
| Balanced Rock Investment Advisors LLC | 33K | 33K | 51K | 56K | 59K | 61K | $3M |
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.
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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 86 | 4,366,994 | — | $223M |
| 2025-Q4 | 97 | 5,071,504 | — | $263M |
| 2025-Q3 | 82 | 4,852,754 | — | $259M |
| 2025-Q2 | 79 | 4,634,464 | — | $243M |
| 2025-Q1 | 81 | 5,555,209 | — | $304M |
| 2024-Q4 | 86 | 5,650,415 | — | $294M |
| 2024-Q3 | 80 | 5,163,035 | — | $275M |
| 2024-Q2 | 77 | 3,366,168 | — | $182M |
| 2024-Q1 | 79 | 4,957,342 | — | $275M |
| 2023-Q4 | 86 | 3,856,993 | — | $218M |
| 2023-Q3 | 86 | 3,159,248 | — | $166M |
| 2023-Q2 | 75 | 3,016,764 | — | $181M |
| 2023-Q1 | 82 | 3,066,162 | — | $189M |
| 2022-Q4 | 86 | 2,661,943 | — | $155M |
| 2022-Q3 | 83 | 2,350,664 | — | $133M |
| 2022-Q2 | 84 | 2,745,171 | — | $178M |
| 2022-Q1 | 81 | 2,341,135 | — | $192M |
| 2021-Q4 | 88 | 4,165,463 | — | $379M |
| 2021-Q3 | 74 | 3,159,987 | — | $274M |
| 2021-Q2 | 62 | 1,650,549 | — | $143M |
| 2021-Q1 | 67 | 1,979,353 | — | $161M |
| 2020-Q4 | 69 | 3,054,824 | — | $271M |
| 2020-Q3 | 58 | 2,323,928 | — | $202M |
| 2020-Q2 | 50 | 3,477,644 | — | $290M |
| 2020-Q1 | 48 | 1,109,942 | — | $86M |
| 2019-Q4 | 46 | 1,427,418 | — | $103M |
| 2019-Q3 | 44 | 1,321,852 | — | $97M |
| 2019-Q2 | 47 | 947,927 | — | $66M |
| 2019-Q1 | 51 | 608,765 | — | $41M |
| 2018-Q4 | 51 | 1,422,508 | — | $89M |
| 2018-Q3 | 52 | 1,742,620 | — | $113M |
| 2018-Q2 | 52 | 1,831,606 | — | $124M |
| 2018-Q1 | 49 | 1,763,399 | — | $118M |
| 2017-Q4 | 51 | 1,714,415 | — | $119M |
| 2017-Q3 | 45 | 1,558,847 | — | $103M |
| 2017-Q2 | 32 | 642,664 | — | $42M |
| 2017-Q1 | 33 | 553,333 | — | $37M |
| 2016-Q4 | 30 | 455,308 | — | $30M |
| 2016-Q3 | 29 | 311,952 | — | $22M |
| 2016-Q2 | 27 | 378,012 | — | $26M |
| 2016-Q1 | 23 | 336,952 | — | $22M |
| 2015-Q4 | 21 | 521,275 | — | $32M |
| 2015-Q3 | 19 | 592,436 | — | $36M |
| 2015-Q2 | 19 | 427,823 | — | $27M |
| 2015-Q1 | 21 | 452,969 | — | $31M |
| 2014-Q4 | 21 | 144,623 | — | $10M |
| 2014-Q3 | 21 | 198,717 | — | $13M |
| 2014-Q2 | 18 | 102,447 | — | $7M |
| 2014-Q1 | 20 | 166,802 | — | $10M |
| 2013-Q4 | 25 | 258,077 | — | $15M |
| 2013-Q3 | 21 | 256,277 | — | $15M |
| 2013-Q2 | 21 | 285,196 | — | $17M |
