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 |
|---|---|---|---|---|---|---|---|
| Sendero Wealth Management, LLC | 246K | 754K | 913K | 1.1M | 1.2M | 1.5M | $75M |
| MORGAN STANLEY | 38K | 50K | 12K | 12K | 638K | 1.4M | $74M |
| MIDLAND WEALTH ADVISORS, LLC | — | — | — | 1.1M | 1.3M | 1.3M | $69M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.3M | 1.5M | 1.4M | 1.4M | 1.3M | 742K | $38M |
| Verdence Capital Advisors LLC | — | — | — | — | — | 736K | $38M |
| LPL Financial LLC | 51K | 66K | 165K | 371K | 371K | 562K | $29M |
| Janney Montgomery Scott LLC | 243K | 261K | 267K | 276K | 297K | 539K | $28M |
| OSAIC HOLDINGS, INC. | 2K | 2K | 3K | 165K | 224K | 535K | $28M |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | — | 143K | 133K | 128K | 331K | 373K | $19M |
| CWM, LLC | 122K | 149K | 161K | 185K | 224K | 253K | $13M |
| JANE STREET GROUP, LLC | 21K | 32K | 16K | 15K | — | 122K | $6M |
| AlphaCore Capital LLC | — | — | — | — | — | 108K | $6M |
| Quadcap Wealth Management, LLC | 106K | 93K | 107K | 110K | 115K | 100K | $5M |
| HARBOR INVESTMENT ADVISORY, LLC | — | 22K | 44K | 72K | 79K | 95K | $5M |
| Apollon Wealth Management, LLC | — | — | 96K | 89K | 86K | 80K | $4M |
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 | 9,313,447 | — | $480M |
| 2025-Q4 | 43 | 6,727,712 | — | $299M |
| 2025-Q3 | 37 | 5,570,901 | — | $226M |
| 2025-Q2 | 33 | 3,803,649 | — | $127M |
| 2025-Q1 | 28 | 3,603,236 | — | $107M |
| 2024-Q4 | 22 | 2,497,485 | — | $74M |
| 2024-Q3 | 14 | 1,975,613 | — | $61M |
| 2024-Q2 | 10 | 1,398,668 | — | $42M |
| 2024-Q1 | 3 | 694,606 | — | $20M |
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.
