| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Invesco Ltd. | 7,212,7457.2M | $20M | 18.44% | — |
| 2 | NOMURA HOLDINGS INC | 3,564,6193.6M | $10M | 9.11% | — |
| 3 | BARCLAYS PLC | 1,500,0001.5M | $4M | 3.83% | — |
| 4 | KIM, LLC | 1,002,8191.0M | $3M | 2.56% | ADD 6% |
| 5 | Blackstone Inc. | 975,081975,081 | $3M | 2.49% | — |
| 6 | MORGAN STANLEY | 845,852845,852 | $2M | 2.16% | ADD 8% |
| 7 | JPMORGAN CHASE & CO | 592,219592,219 | $2M | 1.51% | TRIM -4% |
| 8 | BANK OF AMERICA CORP /DE/ | 547,270547,270 | $2M | 1.40% | — |
| 9 | NEXPOINT ASSET MANAGEMENT, L.P. | 408,240408,240 | $1M | 1.04% | — |
| 10 | De Lisle Partners LLP | 335,434335,434 | $900,640 | 0.86% | — |
| 11 | Artisan Partners Limited Partnership | 114,935114,935 | $317,221 | 0.29% | — |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 94,52394,523 | $260,884 | 0.24% | ADD 9% |
| 13 | LEVIN CAPITAL STRATEGIES, L.P. | 55,00055,000 | $151,800 | 0.14% | — |
| 14 | OSAIC HOLDINGS, INC. | 45,34845,348 | $125,131 | 0.12% | TRIM -8% |
| 15 | Annis Gardner Whiting Capital Advisors, LLC | 43,79443,794 | $120,872 | 0.11% | NEW |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 35,77635,776 | $98,740 | 0.09% | — |
| 17 | Confluence Wealth Services, Inc. | 32,52632,526 | $89,772 | 0.08% | — |
| 18 | UBS Group AG | 28,98128,981 | $79,988 | 0.07% | TRIM -4% |
| 19 | MONETA GROUP INVESTMENT ADVISORS LLC | 28,01628,016 | $77,324 | 0.07% | — |
| 20 | GEODE CAPITAL MANAGEMENT, LLC | 26,48626,486 | $73,101 | 0.07% | — |
| 21 | AGP FRANKLIN, LLC | 14,69314,693 | $40,553 | 0.04% | TRIM -53% |
| 22 | Pettinga Financial Advisors LLC | 12,52512,525 | $34,570 | 0.03% | — |
| 23 | Independent Advisor Alliance | 12,34712,347 | $34,077 | 0.03% | — |
| 24 | Ipsen Advisor Group LLC | 11,70211,702 | $32,297 | 0.03% | — |
| 25 | LPL Financial LLC | 11,53811,538 | $31,845 | 0.03% | TRIM -4% |
| 26 | RAYMOND JAMES FINANCIAL INC | 10,59410,594 | $29,239 | 0.03% | TRIM -28% |
| 27 | Meriwether Wealth & Planning, LLC | 10,37410,374 | $28,632 | 0.03% | — |
| 28 | US BANCORP \DE\ | 9,0009,000 | $24,840 | 0.02% | — |
| 29 | WELLS FARGO & COMPANY/MN | 4,9244,924 | $13,590 | 0.01% | — |
| 30 | BNP PARIBAS FINANCIAL MARKETS | 4,1984,198 | $11,586 | 0.01% | ADD 72% |
| 31 | Spire Wealth Management | 1,0771,077 | $2,973 | 0.00% | — |
| 32 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 872872 | $2,468 | 0.00% | — |
| 33 | JONES FINANCIAL COMPANIES LLLP | 500500 | $1,250 | 0.00% | — |
| 34 | HARBOUR INVESTMENTS, INC. | 400400 | $1,104 | 0.00% | NEW |
| 35 | ROYAL BANK OF CANADA | 400400 | $1,000 | 0.00% | — |
| 36 | TSFG, LLC | 400400 | $1,000 | 0.00% | — |
| 37 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 100100 | $276 | 0.00% | — |
| 38 | HUNTINGTON NATIONAL BANK | 11 | $3 | 0.00% | — |
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 |
|---|---|---|---|---|---|---|---|
| Invesco Ltd. | 7.2M | 7.2M | 7.2M | 7.2M | 7.2M | 7.2M | $20M |
| NOMURA HOLDINGS INC | 936K | 3.4M | 3.8M | 3.6M | 3.6M | 3.6M | $10M |
| BARCLAYS PLC | 1.5M | 1.5M | 1.5M | 1.5M | 1.5M | 1.5M | $4M |
| KIM, LLC | — | — | — | 506K | 950K | 1.0M | $3M |
| Blackstone Inc. | 1.0M | 986K | 986K | 982K | 975K | 975K | $3M |
| MORGAN STANLEY | 856K | 669K | 753K | 814K | 783K | 846K | $2M |
| JPMORGAN CHASE & CO | 714K | 997K | 659K | 1.3M | 616K | 592K | $2M |
| BANK OF AMERICA CORP /DE/ | 40K | 184K | 581K | 498K | 543K | 547K | $2M |
| NEXPOINT ASSET MANAGEMENT, L.P. | 456K | 408K | 408K | 408K | 408K | 408K | $1M |
| De Lisle Partners LLP | 335K | 335K | 335K | 335K | 335K | 335K | $900,640 |
| Artisan Partners Limited Partnership | — | — | 33K | 107K | 115K | 115K | $317,221 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 136K | 16K | 11K | 44K | 87K | 95K | $260,884 |
| LEVIN CAPITAL STRATEGIES, L.P. | — | — | 55K | 55K | 55K | 55K | $151,800 |
| OSAIC HOLDINGS, INC. | 555 | 555 | 555 | 555 | 49K | 45K | $125,131 |
| Annis Gardner Whiting Capital Advisors, LLC | — | — | — | — | — | 44K | $120,872 |
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.
Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 38 | 17,595,309 | 45.0% | $49M |
| 2025-Q4 |
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.
| 41 |
| 17,507,366 |
| 44.7% |
| $46M |
| 2025-Q3 | 40 | 18,003,063 | 46.0% | $55M |
| 2025-Q2 | 38 | 16,826,746 | 43.0% | $50M |
| 2025-Q1 | 30 | 16,961,496 | 43.4% | $61M |
| 2024-Q4 | 37 | 17,320,981 | 44.3% | $62M |
| 2024-Q3 | 33 | 16,418,974 | 42.0% | $60M |
| 2024-Q2 | 37 | 15,282,189 | 39.1% | $49M |
| 2024-Q1 | 31 | 14,517,033 | 37.1% | $37M |
| 2023-Q4 | 31 | 14,496,083 | 37.1% | $35M |
| 2023-Q3 | 31 | 13,532,820 | 34.6% | $38M |
| 2023-Q2 | 32 | 13,992,986 | 35.8% | $30M |
| 2023-Q1 | 32 | 13,945,835 | 35.6% | $38M |
| 2022-Q4 | 36 | 13,992,029 | 35.8% | $42M |
| 2022-Q3 | 32 | 13,568,881 | 34.7% | $46M |
| 2022-Q2 | 37 | 13,439,932 | 34.4% | $53M |
| 2022-Q1 | 34 | 13,048,651 | 33.4% | $55M |
| 2021-Q4 | 37 | 14,196,729 | 36.3% | $38M |
| 2021-Q3 | 36 | 12,790,516 | 32.7% | $41M |
| 2021-Q2 | 38 | 13,273,931 | 33.9% | $40M |
| 2021-Q1 | 39 | 12,405,093 | 31.7% | $31M |
| 2020-Q4 | 39 | 11,560,956 | 29.5% | $17M |
| 2020-Q3 | 42 | 10,775,933 | 27.5% | $13M |
| 2020-Q2 | 39 | 10,427,240 | 26.7% | $12M |
| 2020-Q1 | 41 | 10,660,391 | 27.2% | $12M |
| 2019-Q4 | 49 | 10,042,183 | 25.7% | $40M |
| 2019-Q3 | 47 | 10,127,563 | 25.9% | $46M |
| 2019-Q2 | 55 | 10,849,414 | 27.7% | $77M |
| 2019-Q1 | 61 | 10,622,433 | 27.2% | $132M |
| 2018-Q4 | 52 | 10,095,322 | 25.8% | $104M |
| 2018-Q3 | 60 | 10,166,008 | 26.0% | $118M |
| 2018-Q2 | 60 | 11,303,126 | 28.9% | $156M |
| 2018-Q1 | 63 | 9,950,483 | 25.4% | $134M |
| 2017-Q4 | 65 | 12,077,895 | 30.9% | $169M |
| 2017-Q3 | 68 | 11,981,673 | 30.6% | $186M |
| 2017-Q2 | 71 | 12,228,409 | 31.3% | $215M |
| 2017-Q1 | 75 | 13,025,718 | 33.3% | $261M |
| 2016-Q4 | 75 | 10,660,700 | 27.2% | $198M |
| 2016-Q3 | 73 | 10,711,386 | 27.4% | $218M |
| 2016-Q2 | 79 | 10,611,310 | 27.1% | $245M |
| 2016-Q1 | 78 | 10,912,680 | 27.9% | $219M |
| 2015-Q4 | 91 | 16,230,660 | 41.5% | $352M |
| 2015-Q3 | 86 | 10,892,198 | 27.8% | $266M |
| 2015-Q2 | 91 | 10,825,406 | 27.7% | $335M |
| 2015-Q1 | 89 | 10,661,692 | 27.3% | $378M |
| 2014-Q4 | 97 | 10,750,313 | 27.5% | $289M |
| 2014-Q3 | 91 | 9,448,051 | 24.1% | $352M |
| 2014-Q2 | 97 | 8,880,882 | 22.7% | $366M |
| 2014-Q1 | 87 | 7,516,788 | 19.2% | $324M |
| 2013-Q4 | 86 | 7,568,437 | 19.3% | $326M |
| 2013-Q3 | 80 | 7,131,834 | 18.2% | $335M |
| 2013-Q2 | 76 | 6,456,496 | 16.5% | $285M |
| 2013-Q1 | 4 | 3,478,656 | 8.9% | $134M |
