| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Schiavi & Co LLC | 3,100,2773.1M | $123M | — | ADD 2% |
| 2 | FINANCIAL CONSULATE, INC | 1,686,3851.7M | $67M | — | — |
| 3 | Stratos Investment Management, LLC | 1,292,9051.3M | $51M | — | — |
| 4 | Mariner, LLC | 874,616874,616 | $35M | — | TRIM -4% |
| 5 | LPL Financial LLC | 319,065319,065 | $13M | — | ADD 16% |
| 6 | Austin Wealth Management, LLC | 208,639208,639 | $8M | — | TRIM -25% |
| 7 | IFC Advisors LLC | 166,028166,028 | $7M | — | TRIM -6% |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 148,171148,171 | $6M | — | TRIM -3% |
| 9 | EVOLVE PRIVATE WEALTH, LLC | 104,286104,286 | $4M | — | TRIM -3% |
| 10 | Janney Montgomery Scott LLC | 77,08277,082 | $3M | — | TRIM -2% |
| 11 | JANE STREET GROUP, LLC | 75,99175,991 | $3M | — | ADD 28% |
| 12 | WELLS FARGO & COMPANY/MN | 69,06269,062 | $3M | — | ADD 21% |
| 13 | Williams & Novak, LLC | 67,88967,889 | $3M | — | ADD 6% |
| 14 | ENTREWEALTH, LLC | 64,19464,194 | $3M | — | — |
| 15 | RAYMOND JAMES FINANCIAL INC | 62,58162,581 | $2M | — | TRIM -5% |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 59,36759,367 | $2M | — | TRIM -55% |
| 17 | Merit Financial Group, LLC | 51,71051,710 | $2M | — | TRIM -11% |
| 18 | Stratos Wealth Partners, LTD. | 50,61350,613 | $2M | — | ADD 27% |
| 19 | McAdam, LLC | 38,89738,897 | $2M | — | TRIM -8% |
| 20 | JPMORGAN CHASE & CO | 38,00038,000 | $1M | — | TRIM -71% |
| 21 | Walkner Condon Financial Advisors LLC | 36,44036,440 | $1M | — | ADD 4% |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 28,80728,807 | $1M | — | ADD 62% |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | 27,85627,856 | $1M | — | ADD 100% |
| 24 | BKM Wealth Management, LLC | 26,94726,947 | $1M | — | ADD 3% |
| 25 | MATHER GROUP, LLC. | 24,71624,716 | $984,191 | — | NEW |
| 26 | Sovran Advisors, LLC | 19,67119,671 | $816,937 | — | TRIM -11% |
| 27 | AQR CAPITAL MANAGEMENT LLC | 16,88016,880 | $672,162 | — | TRIM -3% |
| 28 | MML INVESTORS SERVICES, LLC | 15,92415,924 | $634,104 | — | TRIM -8% |
| 29 | Redwood Financial Network Corp | 14,28614,286 | $568,860 | — | — |
| 30 | Riverbend Wealth Management, LLC | 13,99213,992 | $557,162 | — | — |
| 31 | OSAIC HOLDINGS, INC. | 11,31811,318 | $450,691 | — | ADD 16% |
| 32 | L & S Advisors Inc | 9,6159,615 | $382,869 | — | — |
| 33 | EQ WEALTH ADVISORS, LLC | 9,4469,446 | $376,139 | — | — |
| 34 | JT Stratford LLC | 8,5098,509 | $338,835 | — | TRIM -3% |
| 35 | Private Advisor Group, LLC | 8,0438,043 | $320,274 | — | TRIM -20% |
| 36 | Operose Advisors LLC | 7,2137,213 | $287,222 | — | — |
| 37 | Cetera Investment Advisers | 6,2956,295 | $250,667 | — | NEW |
| 38 | Creative Planning | 6,2276,227 | $247,959 | — | NEW |
| 39 | FARMERS & MERCHANTS INVESTMENTS INC | 6,0006,000 | $238,920 | — | — |
| 40 | StoneX Group Inc. | 5,6935,693 | $226,695 | — | TRIM -21% |
| 41 | Foundations Investment Advisors, LLC | 5,6355,635 | $224,371 | — | — |
| 42 | Stratos Wealth Advisors, LLC | 5,1875,187 | $206,546 | — | NEW |
| 43 | Advisory Services Network, LLC | 4,3914,391 | $174,838 | — | NEW |
| 44 | ROYAL BANK OF CANADA | 4,1494,149 | $165,000 | — | TRIM -4% |
| 45 | Capital Advisors, Ltd. LLC | 3,1953,195 | $127,000 | — | ADD 17% |
| 46 | WEBSTER BANK, N. A. | 2,2042,204 | $87,763 | — | NEW |
| 47 | Allworth Financial LP | 2,0782,078 | $82,746 | — | — |
| 48 | FMR LLC | 1,6641,664 | $66,266 | — | — |
| 49 | FIFTH THIRD BANCORP | 1,5981,598 | $63,632 | — | NEW |
| 50 | GW&K Investment Management, LLC | 699699 | $28,000 | — | — |
| 51 | MORGAN STANLEY | 489489 | $19,478 | — | ADD 806% |
| 52 | CWM, LLC | 424424 | $16,892 | — | TRIM -33% |
| 53 | Sunbelt Securities, Inc. | 398398 | $15,848 | — | — |
| 54 | Western Wealth Management, LLC | 300300 | $11,946 | — | NEW |
| 55 | Mascoma Wealth Management LLC | 277277 | $11,018 | — | — |
| 56 | UBS Group AG | 258258 | $10,274 | — | NEW |
| 57 | Geneos Wealth Management Inc. | 158158 | $6,292 | — | — |
| 58 | Blue Trust, Inc. | 112112 | $4,460 | — | NEW |
| 59 | ASSETMARK, INC | 3838 | $1,513 | — | NEW |
| 60 | VANGUARD ADVISERS INC | 2121 | $836 | — | 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 |
|---|---|---|---|---|---|---|---|
| Schiavi & Co LLC | 3.3M | 3.2M | 3.2M | 3.1M | 3.0M | 3.1M | $123M |
| FINANCIAL CONSULATE, INC | 1.2M | 1.9M | 1.6M | 1.6M | 1.7M | 1.7M | $67M |
| Stratos Investment Management, LLC | 1.3M | 1.2M | 1.2M | 1.3M | 1.3M | 1.3M | $51M |
| Mariner, LLC | 816K | 839K | 877K | 900K | 912K | 875K | $35M |
| LPL Financial LLC | 76K | 19K | 193K | 247K | 275K | 319K | $13M |
| Austin Wealth Management, LLC | 251K | 258K | 270K | 273K | 279K | 209K | $8M |
| IFC Advisors LLC | 178K | 181K | 174K | 164K | 176K | 166K | $7M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | — | 136K | 148K | 152K | 154K | 148K | $6M |
| EVOLVE PRIVATE WEALTH, LLC | — | — | — | — | 107K | 104K | $4M |
| Janney Montgomery Scott LLC | — | — | 67K | 78K | 79K | 77K | $3M |
| JANE STREET GROUP, LLC | 199K | 200K | 67K | 20K | 59K | 76K | $3M |
| WELLS FARGO & COMPANY/MN | 59K | 54K | 41K | 51K | 57K | 69K | $3M |
| Williams & Novak, LLC | 40K | 46K | 61K | 64K | 64K | 68K | $3M |
| ENTREWEALTH, LLC | 47K | 50K | 53K | 60K | 63K | 64K | $3M |
| RAYMOND JAMES FINANCIAL INC | 35K | 37K | 43K | 49K | 66K | 63K | $2M |
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 | 60 | 8,892,911 | — | $354M |
| 2025-Q4 | 53 | 8,986,872 | — | $346M |
| 2025-Q3 | 51 | 8,802,086 | — | $327M |
| 2025-Q2 | 47 | 8,677,974 | — | $312M |
| 2025-Q1 | 37 | 8,457,289 | — | $271M |
| 2024-Q4 | 33 | 7,891,231 | — | $233M |
| 2024-Q3 | 27 | 7,536,291 | — | $244M |
| 2024-Q2 | 27 | 7,377,745 | — | $223M |
| 2024-Q1 | 26 | 7,125,418 | — | $219M |
| 2023-Q4 | 20 |
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.
| 5,897,376 |
| — |
| $172M |
| 2023-Q3 | 18 | 4,812,523 | — | $130M |
| 2023-Q2 | 20 | 4,029,407 | — | $113M |
| 2023-Q1 | 11 | 3,751,162 | — | $103M |
| 2022-Q4 | 12 | 3,130,284 | — | $80M |
| 2022-Q3 | 12 | 2,975,242 | — | $66M |
| 2022-Q2 | 12 | 2,668,046 | — | $67M |
| 2022-Q1 | 8 | 2,500,744 | — | $71M |
| 2021-Q4 | 8 | 2,485,551 | — | $73M |
| 2021-Q3 | 12 | 3,279,146 | — | $96M |
| 2021-Q2 | 11 | 2,371,799 | — | $70M |
| 2021-Q1 | 10 | 2,421,214 | — | $69M |
| 2020-Q4 | 10 | 2,127,749 | — | $58M |
| 2020-Q3 | 8 | 338,329 | — | $8M |
| 2020-Q2 | 12 | 468,398 | — | $11M |
| 2020-Q1 | 12 | 534,152 | — | $11M |
| 2019-Q4 | 13 | 1,013,981 | — | $26M |
| 2019-Q3 | 11 | 1,007,787 | — | $25M |
| 2019-Q2 | 13 | 1,134,479 | — | $28M |
| 2019-Q1 | 14 | 977,115 | — | $24M |
| 2018-Q4 | 10 | 609,338 | — | $14M |
| 2018-Q3 | 12 | 796,026 | — | $21M |
| 2018-Q2 | 10 | 829,907 | — | $21M |
| 2018-Q1 | 8 | 616,835 | — | $16M |
| 2017-Q4 | 8 | 448,870 | — | $12M |
| 2017-Q3 | 3 | 763,130 | — | $20M |
