| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Hennion & Walsh Asset Management, Inc. | 736,048736,048 | $11M | — | — |
| 2 | RAYMOND JAMES FINANCIAL INC | 675,583675,583 | $10M | — | ADD 12% |
| 3 | MORGAN STANLEY | 451,865451,865 | $7M | — | TRIM -3% |
| 4 | ROBINSON CAPITAL MANAGEMENT, LLC | 432,502432,502 | $6M | — | ADD 14% |
| 5 | GUGGENHEIM CAPITAL LLC | 432,536432,536 | $6M | — | TRIM -4% |
| 6 | BANK OF AMERICA CORP /DE/ | 318,039318,039 | $5M | — | — |
| 7 | WELLS FARGO & COMPANY/MN | 266,726266,726 | $4M | — | ADD 4% |
| 8 | ROYAL BANK OF CANADA | 148,423148,423 | $2M | — | TRIM -3% |
| 9 | Noble Wealth Management PBC | 120,000120,000 | $2M | — | ADD 40% |
| 10 | ProVise Management Group, LLC | 95,67695,676 | $1M | — | ADD 5% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 93,99793,997 | $1M | — | ADD 2% |
| 12 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 87,26787,267 | $1M | — | — |
| 13 | PARK AVENUE SECURITIES LLC | 83,13883,138 | $1M | — | ADD 3% |
| 14 | Intellus Advisors LLC | 73,95873,958 | $1M | — | TRIM -11% |
| 15 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 68,56068,560 | $1M | — | ADD 70% |
| 16 | Logan Stone Capital, LLC | 65,10265,102 | $966,765 | — | TRIM -33% |
| 17 | LPL Financial LLC | 63,19863,198 | $938,488 | — | ADD 12% |
| 18 | Invesco Ltd. | 62,64062,640 | $930,204 | — | ADD 69% |
| 19 | Worthington Financial Partners, LLC | 56,03256,032 | $832,076 | — | TRIM -9% |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | 51,63951,639 | $766,834 | — | — |
| 21 | UBS Group AG | 50,45450,454 | $749,242 | — | TRIM -23% |
| 22 | Whipplewood Advisors, LLC | 48,81248,812 | $724,858 | — | — |
| 23 | COHEN & STEERS, INC. | 45,00045,000 | $668,000 | — | — |
| 24 | Thomas J. Herzfeld Advisors, Inc. | 44,39644,396 | $659,281 | — | TRIM -54% |
| 25 | Ackerman Capital Advisors, LLC | 43,67543,675 | $648,574 | — | TRIM -34% |
| 26 | AQR CAPITAL MANAGEMENT LLC | 42,05542,055 | $624,523 | — | — |
| 27 | 1607 Capital Partners, LLC | 39,08839,088 | $580,457 | — | ADD 11% |
| 28 | Bank of New York Mellon Corp | 37,24937,249 | $553,148 | — | ADD 57% |
| 29 | OSAIC HOLDINGS, INC. | 36,90636,906 | $548,053 | — | ADD 154% |
| 30 | XML Financial, LLC | 32,50532,505 | $482,699 | — | — |
| 31 | &PARTNERS | 33,04333,043 | $480,592 | — | — |
| 32 | WEDBUSH SECURITIES INC | 30,82230,822 | $458,000 | — | TRIM -4% |
| 33 | Global Endowment Management, LP | 30,00030,000 | $446,000 | — | — |
| 34 | WealthPLAN Partners, LLC | 26,42026,420 | $392,337 | — | — |
| 35 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 24,72024,720 | $367,097 | — | — |
| 36 | Plancorp, LLC | 23,80723,807 | $361,152 | — | — |
| 37 | CENTAURUS FINANCIAL, INC. | 24,29424,294 | $361,000 | — | — |
| 38 | Rockefeller Capital Management L.P. | 24,08224,082 | $357,619 | — | — |
| 39 | Steward Partners Investment Advisory, LLC | 23,44823,448 | $348,199 | — | TRIM -24% |
| 40 | AMERIPRISE FINANCIAL INC | 20,97020,970 | $311,402 | — | TRIM -15% |
| 41 | Scarborough Advisors, LLC | 19,53019,530 | $290,021 | — | — |
| 42 | STIFEL FINANCIAL CORP | 19,43019,430 | $288,536 | — | — |
| 43 | MGO ONE SEVEN LLC | 17,90517,905 | $265,889 | — | NEW |
| 44 | INTEGRATED CAPITAL MANAGEMENT, INC. | 17,74717,747 | $263,545 | — | ADD 3% |
| 45 | Arlington Capital Management, Inc. | 17,44117,441 | $258,999 | — | — |
| 46 | NOMURA HOLDINGS INC | 16,74016,740 | $248,589 | — | ADD 21% |
| 47 | Kestra Advisory Services, LLC | 15,42215,422 | $229,021 | — | ADD 138% |
| 48 | Equitable Holdings, Inc. | 15,34915,349 | $228,240 | — | TRIM -40% |
| 49 | Compass Financial Group, INC/SD | 14,01414,014 | $208,108 | — | — |
| 50 | Cerity Partners LLC | 13,89413,894 | $206,326 | — | NEW |
| 51 | Cetera Investment Advisers | 12,96312,963 | $192,506 | — | TRIM -19% |
| 52 | NewEdge Wealth, LLC | 11,52011,520 | $171,072 | — | — |
| 53 | WOLVERINE ASSET MANAGEMENT LLC | 11,10111,101 | $164,850 | — | TRIM -87% |
| 54 | Rareview Capital LLC | 10,76710,767 | $159,244 | — | NEW |
| 55 | Financially in Tune, LLC | 10,41510,415 | $154,663 | — | — |
| 56 | OPPENHEIMER & CO INC | 10,20810,208 | $151,589 | — | NEW |
| 57 | Pasadena Private Wealth, LLC | 10,00010,000 | $148,500 | — | — |
| 58 | Arax Advisory Partners | 8,9228,922 | $132,492 | — | TRIM -40% |
| 59 | HARBOUR INVESTMENTS, INC. | 4,7204,720 | $70,092 | — | NEW |
| 60 | CoreCap Advisors, LLC | 3,9103,910 | $58,064 | — | — |
| 61 | PlanVest Financial, Inc | 3,9003,900 | $57,915 | — | NEW |
| 62 | FIFTH THIRD BANCORP | 3,6473,647 | $54,158 | — | NEW |
| 63 | KELLEHER FINANCIAL ADVISORS | 920920 | $13,662 | — | — |
| 64 | Smallwood Wealth Investment Management, LLC | 745745 | $11,063 | — | — |
| 65 | FNY Investment Advisers, LLC | 600600 | $8,000 | — | — |
| 66 | Farther Finance Advisors, LLC | 500500 | $7,450 | — | — |
| 67 | Measured Wealth Private Client Group, LLC | 1414 | $208 | — | — |
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 |
|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 120K | 360K | 482K | 701K | 739K | 736K | $11M |
| RAYMOND JAMES FINANCIAL INC | 222K | 393K | 502K | 568K | 602K | 676K | $10M |
| MORGAN STANLEY | 541K | 568K | 571K | 538K | 467K | 452K | $7M |
| ROBINSON CAPITAL MANAGEMENT, LLC | — | — | — | — | 380K | 433K | $6M |
| GUGGENHEIM CAPITAL LLC | 23K | 128K | 291K | 420K | 450K | 433K | $6M |
| BANK OF AMERICA CORP /DE/ | 308K | 313K | 327K | 292K | 323K | 318K | $5M |
| WELLS FARGO & COMPANY/MN | 238K | 300K | 274K | 235K | 256K | 267K | $4M |
| ROYAL BANK OF CANADA | 145K | 162K | 323K | 151K | 153K | 148K | $2M |
| Noble Wealth Management PBC | 40K | 40K | — | 78K | 86K | 120K | $2M |
| ProVise Management Group, LLC | 89K | 92K | 90K | 88K | 91K | 96K | $1M |
| ENVESTNET ASSET MANAGEMENT INC | 93K | 96K | 115K | 96K | 92K | 94K | $1M |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 201K | 110K | 87K | 87K | 87K | 87K | $1M |
| PARK AVENUE SECURITIES LLC | 87K | 88K | 104K | 86K | 81K | 83K | $1M |
| Intellus Advisors LLC | 89K | 89K | 91K | 84K | 83K | 74K | $1M |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | — | — | — | — | 40K | 69K | $1M |
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 | 5,336,999 | — | $79M |
| 2025-Q4 | 75 | 5,680,237 | — | $84M |
| 2025-Q3 | 63 | 4,771,431 | — | $72M |
| 2025-Q2 | 60 | 4,753,688 | — | $70M |
| 2025-Q1 | 65 | 4,303,125 | — | $65M |
| 2024-Q4 | 61 | 3,868,896 |
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.
| — |
| $58M |
| 2024-Q3 | 64 | 7,378,893 | — | $124M |
| 2024-Q2 | 67 | 7,487,477 | — | $124M |
| 2024-Q1 | 73 | 8,482,540 | — | $139M |
| 2023-Q4 | 73 | 7,734,136 | — | $126M |
| 2023-Q3 | 60 | 6,093,573 | — | $97M |
| 2023-Q2 | 57 | 6,186,495 | — | $106M |
| 2023-Q1 | 57 | 6,198,931 | — | $108M |
| 2022-Q4 | 61 | 5,913,022 | — | $95M |
| 2022-Q3 | 57 | 6,042,542 | — | $94M |
| 2022-Q2 | 48 | 5,377,140 | — | $98M |
| 2022-Q1 | 52 | 5,463,456 | — | $102M |
| 2021-Q4 | 57 | 5,241,744 | — | $115M |
| 2021-Q3 | 50 | 5,404,687 | — | $118M |
| 2021-Q2 | 50 | 5,090,018 | — | $114M |
| 2021-Q1 | 50 | 5,259,203 | — | $117M |
| 2020-Q4 | 48 | 4,802,437 | — | $105M |
| 2020-Q3 | 40 | 4,545,478 | — | $94M |
| 2020-Q2 | 40 | 4,546,723 | — | $93M |
| 2020-Q1 | 41 | 4,172,159 | — | $80M |
| 2019-Q4 | 41 | 4,154,370 | — | $87M |
| 2019-Q3 | 42 | 4,128,645 | — | $87M |
| 2019-Q2 | 43 | 4,190,843 | — | $87M |
| 2019-Q1 | 46 | 4,250,373 | — | $86M |
| 2018-Q4 | 45 | 4,236,196 | — | $83M |
| 2018-Q3 | 43 | 4,064,052 | — | $80M |
| 2018-Q2 | 45 | 3,947,552 | — | $77M |
| 2018-Q1 | 41 | 3,897,755 | — | $73M |
| 2017-Q4 | 43 | 3,798,615 | — | $76M |
| 2017-Q3 | 38 | 3,869,507 | — | $78M |
| 2017-Q2 | 39 | 3,782,084 | — | $74M |
| 2017-Q1 | 40 | 5,577,162 | — | $133M |
| 2016-Q4 | 36 | 4,047,155 | — | $74M |
| 2016-Q3 | 32 | 3,382,070 | — | $69M |
| 2016-Q2 | 32 | 3,283,507 | — | $68M |
| 2016-Q1 | 32 | 2,845,548 | — | $56M |
| 2015-Q4 | 35 | 3,019,547 | — | $57M |
| 2015-Q3 | 29 | 2,723,022 | — | $48M |
| 2015-Q2 | 33 | 2,513,574 | — | $43M |
| 2015-Q1 | 28 | 2,396,239 | — | $49M |
| 2014-Q4 | 31 | 2,439,363 | — | $48M |
| 2014-Q3 | 27 | 2,054,568 | — | $41M |
| 2014-Q2 | 27 | 1,971,184 | — | $40M |
| 2014-Q1 | 28 | 1,947,817 | — | $40M |
| 2013-Q4 | 27 | 1,798,516 | — | $34M |
| 2013-Q3 | 20 | 1,199,208 | — | $26M |
| 2013-Q2 | 15 | 780,568 | — | $21M |
| 2013-Q1 | 1 | 11,842 | — | $237,000 |
