| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | CPC Advisors, LLC | 674,688674,688 | $30M | — | — |
| 2 | Rockefeller Capital Management L.P. | 213,707213,707 | $10M | — | ADD 2% |
| 3 | Englebert Financial Advisers, LLC | 170,753170,753 | $8M | — | ADD 14% |
| 4 | Hedeker Wealth, LLC | 162,360162,360 | $7M | — | ADD 32% |
| 5 | First City Capital Management, Inc. | 146,074146,074 | $7M | — | — |
| 6 | Dakota Wealth Management | 145,463145,463 | $7M | — | TRIM -2% |
| 7 | Weaver Consulting Group | 144,168144,168 | $7M | — | ADD 7% |
| 8 | RAYMOND JAMES FINANCIAL INC | 119,599119,599 | $5M | — | ADD 14% |
| 9 | Equitable Holdings, Inc. | 90,93990,939 | $4M | — | NEW |
| 10 | Tactive Advisors, LLC | 81,74481,744 | $4M | — | ADD 33% |
| 11 | Cape Investment Advisory, Inc. | 81,23381,233 | $4M | — | — |
| 12 | HighTower Advisors, LLC | 80,65580,655 | $4M | — | TRIM -25% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 79,26579,265 | $4M | — | — |
| 14 | Waverly Advisors, LLC | 59,78859,788 | $3M | — | TRIM -24% |
| 15 | Commerce Advisors, LLC | 57,80657,806 | $3M | — | NEW |
| 16 | Employees' Retirement Fund of the City of Fort Worth | 56,80056,800 | $3M | — | — |
| 17 | Steward Partners Investment Advisory, LLC | 49,31349,313 | $2M | — | ADD 24% |
| 18 | HB Wealth Management, LLC | 40,74540,745 | $2M | — | ADD 790% |
| 19 | Argent Trust Co | 38,68038,680 | $2M | — | ADD 5% |
| 20 | Janney Montgomery Scott LLC | 34,58934,589 | $2M | — | ADD 6% |
| 21 | BENJAMIN EDWARDS INC | 27,17227,172 | $1M | — | — |
| 22 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 24,88324,883 | $1M | — | — |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,99619,996 | $902,180 | — | ADD 33% |
| 24 | Krilogy Financial LLC | 14,22914,229 | $670,033 | — | TRIM -8% |
| 25 | Miller Global Investments, LLC | 14,57714,577 | $657,685 | — | TRIM -9% |
| 26 | Pure Financial Advisors, LLC | 13,50713,507 | $609,411 | — | TRIM -4% |
| 27 | Heritage Trust Co | 13,27713,277 | $599,034 | — | — |
| 28 | Verdence Capital Advisors LLC | 12,63312,633 | $569,976 | — | NEW |
| 29 | STIFEL FINANCIAL CORP | 11,13511,135 | $502,389 | — | TRIM -89% |
| 30 | Frontier Asset Management, LLC | 8,6538,653 | $390,406 | — | TRIM -4% |
| 31 | Capital Advisors, Ltd. LLC | 7,8927,892 | $356,000 | — | — |
| 32 | Vann Equity Management LLC | 7,6607,660 | $345,604 | — | NEW |
| 33 | Summit Asset Management, LLC | 7,6507,650 | $345,153 | — | — |
| 34 | VeraBank, N.A. | 7,5737,573 | $341,679 | — | TRIM -3% |
| 35 | Sanctuary Advisors, LLC | 7,4037,403 | $334,009 | — | — |
| 36 | SpringVest Wealth Management LLC | 7,3137,313 | $329,948 | — | — |
| 37 | SAPIENT CAPITAL LLC | 6,1216,121 | $276,167 | — | NEW |
| 38 | QUANTIFY CHAOS ADVISORS, LLC | 5,3025,302 | $239,199 | — | — |
| 39 | Atlas Brown,Inc. | 5,0005,000 | $225,590 | — | — |
| 40 | LPL Financial LLC | 4,8424,842 | $218,461 | — | TRIM -15% |
| 41 | FIFTH THIRD BANCORP | 3,6443,644 | $164,425 | — | NEW |
| 42 | MORGAN STANLEY | 1,3861,386 | $62,534 | — | ADD 408% |
| 43 | HARBOR INVESTMENT ADVISORY, LLC | 655655 | $29,552 | — | — |
| 44 | UBS Group AG | 346346 | $15,611 | — | NEW |
| 45 | OSAIC HOLDINGS, INC. | 300300 | $13,536 | — | TRIM -23% |
| 46 | JPMORGAN CHASE & CO | 9999 | $4,393 | — | — |
| 47 | FMR LLC | 3434 | $1,534 | — | — |
| 48 | IFP Advisors, Inc | 1616 | $722 | — | TRIM -91% |
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 |
|---|---|---|---|---|---|---|---|
| CPC Advisors, LLC | 569K | 574K | 633K | 658K | 673K | 675K | $30M |
| Rockefeller Capital Management L.P. | 124K | 138K | 257K | 131K | 209K | 214K | $10M |
| Englebert Financial Advisers, LLC | — | — | — | — | 150K | 171K | $8M |
| Hedeker Wealth, LLC | 128K | 124K | 125K | 126K | 123K | 162K | $7M |
| First City Capital Management, Inc. | 152K | 142K | 140K | 140K | 145K | 146K | $7M |
| Dakota Wealth Management | — | — | — | — | 149K | 145K | $7M |
| Weaver Consulting Group | 118K | 128K | 132K | 137K | 135K | 144K | $7M |
| RAYMOND JAMES FINANCIAL INC | 104K | 97K | 111K | 103K | 105K | 120K | $5M |
| Equitable Holdings, Inc. | — | — | — | — | — | 91K | $4M |
| Tactive Advisors, LLC | — | — | 8K | 53K | 62K | 82K | $4M |
| Cape Investment Advisory, Inc. | 75K | 75K | 77K | — | 81K | 81K | $4M |
| HighTower Advisors, LLC | 477K | 444K | 372K | 88K | 107K | 81K | $4M |
| ENVESTNET ASSET MANAGEMENT INC | 83K | 88K | 85K | 81K | 79K | 79K | $4M |
| Waverly Advisors, LLC | 81K | 84K | 85K | 86K | 79K | 60K | $3M |
| Commerce Advisors, LLC | — | — | — | — | — | 58K | $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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 48 | 2,761,667 | — | $125M |
| 2025-Q4 | 47 | 2,676,253 | — | $119M |
| 2025-Q3 | 43 | 2,444,840 | — | $108M |
| 2025-Q2 | 40 | 2,895,361 | — | $114M |
| 2025-Q1 | 38 | 2,794,117 | — | $108M |
| 2024-Q4 | 39 | 2,719,455 | — | $113M |
| 2024-Q3 | 38 | 2,852,701 | — | $110M |
| 2024-Q2 | 38 | 2,913,322 | — | $105M |
| 2024-Q1 | 38 | 2,733,805 | — | $104M |
| 2023-Q4 | 34 | 2,381,357 | — | $88M |
| 2023-Q3 | 29 | 2,260,253 | — | $78M |
| 2023-Q2 | 22 | 1,260,129 | — | $45M |
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.
| 2023-Q1 |
| 22 |
| 1,197,297 |
| — |
| $40M |
| 2022-Q4 | 22 | 1,043,549 | — | $33M |
| 2022-Q3 | 23 | 1,066,705 | — | $34M |
| 2022-Q2 | 19 | 1,042,067 | — | $32M |
| 2022-Q1 | 20 | 890,082 | — | $31M |
| 2021-Q4 | 19 | 632,737 | — | $24M |
| 2021-Q3 | 14 | 375,678 | — | $13M |
| 2021-Q2 | 10 | 281,726 | — | $10M |
| 2021-Q1 | 5 | 123,435 | — | $4M |
| 2020-Q4 | 3 | 28,645 | — | $765,000 |
