| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Cambria Investment Management, L.P. | 93,35793,357 | $3M | — | TRIM -15% |
| 2 | Kesler, Norman & Wride, LLC | 20,23820,238 | $588,236 | — | — |
| 3 | Betterment LLC | 19,12119,121 | $556,000 | — | TRIM -6% |
| 4 | GTS SECURITIES LLC | 7,4797,479 | $217,377 | — | TRIM -67% |
| 5 | WELLS FARGO & COMPANY/MN | 00 | $5 | — | 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 |
|---|---|---|---|---|---|---|---|
| Cambria Investment Management, L.P. | 430K | 433K | 107K | 108K | 110K | 93K | $3M |
| Kesler, Norman & Wride, LLC | 18K | 18K | 18K | 18K | 20K | 20K | $588,236 |
| Betterment LLC | — | — | 19K | 21K | 20K | 19K | $556,000 |
| GTS SECURITIES LLC | — | 19K | — | 19K | 22K | 7K | $217,377 |
| WELLS FARGO & COMPANY/MN | — | — | — | — | — | 0 | $5 |
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 | 5 | 140,195 | — | $4M |
| 2025-Q4 | 5 | 172,561 | — | $5M |
| 2025-Q3 | 5 | 166,268 | — | $5M |
| 2025-Q2 | 3 | 144,171 | — | $4M |
| 2025-Q1 | 5 | 480,702 | — | $12M |
| 2024-Q4 | 5 | 466,535 | — | $12M |
| 2024-Q3 | 4 | 159,971 | — | $4M |
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.
