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 |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | — | — | 679K | 1.7M | 2.9M | 4.6M | $136M |
| LPL Financial LLC | — | — | — | 929K | 1.4M | 3.7M | $111M |
| JONES FINANCIAL COMPANIES LLLP | — | — | 179K | 520K | 1.0M | 1.8M | $51M |
| OLD SECOND NATIONAL BANK OF AURORA | 1.1M | 1.2M | 1.3M | 1.3M | 1.4M | 1.4M | $41M |
| BANK OF AMERICA CORP /DE/ | — | 18K | 9K | — | 515K | 1.1M | $32M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | — | — | 966K | 956K | 1.0M | 1.0M | $31M |
| Baron Wealth Management LLC | — | 468K | 924K | 957K | 978K | 974K | $29M |
| Capital Analysts, LLC | — | 19K | 107K | 534K | 676K | 864K | $26M |
| ROYAL BANK OF CANADA | — | 2K | 613K | 350K | 396K | 836K | $25M |
| River Street Advisors LLC | 423K | 494K | 596K | 619K | 643K | 702K | $21M |
| Cetera Investment Advisers | — | — | — | 472K | 614K | 688K | $20M |
| CMH Wealth Management LLC | — | — | 138K | 143K | 143K | 631K | $19M |
| Annex Advisory Services, LLC | — | 2.2M | 2.5M | 2.8M | 3.0M | 588K | $17M |
| Integrated Wealth Concepts LLC | — | 326K | 319K | 347K | 23K | 520K | $15M |
| Soltis Investment Advisors LLC | — | 281K | 362K | 405K | 427K | 471K | $14M |
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 | 67 | 24,335,370 | — | $722M |
| 2025-Q4 | 54 | 17,931,217 | — | $546M |
| 2025-Q3 | 41 | 14,255,342 | — | $421M |
| 2025-Q2 | 30 | 9,906,268 | — | $282M |
| 2025-Q1 | 19 | 5,700,798 | — | $147M |
| 2024-Q4 | 3 | 1,527,308 | — | $37M |
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.
