| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 2,474,1222.5M | $122M | — | ADD 9% |
| 2 | WELLS FARGO & COMPANY/MN | 1,673,1831.7M | $83M | — | TRIM -2% |
| 3 | MML INVESTORS SERVICES, LLC | 1,631,8541.6M | $81M | — | TRIM -7% |
| 4 | Edge Wealth Management LLC | 1,071,3591.1M | $53M | — | ADD 7% |
| 5 | EVERGREEN CAPITAL MANAGEMENT LLC | 1,061,8481.1M | $53M | — | — |
| 6 | Watchman Group, Inc. | 877,875877,875 | $43M | — | ADD 6% |
| 7 | Hilton Capital Management, LLC | 855,402855,402 | $42M | — | — |
| 8 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 819,151819,151 | $41M | — | ADD 20% |
| 9 | CreativeOne Wealth, LLC | 649,295649,295 | $32M | — | ADD 7% |
| 10 | LPL Financial LLC | 582,643582,643 | $29M | — | ADD 4% |
| 11 | L2 Asset Management, LLC | 559,008559,008 | $28M | — | ADD 105% |
| 12 | Tortoise Investment Management, LLC | 515,238515,238 | $25M | — | ADD 9% |
| 13 | Aprio Wealth Management, LLC | 463,325463,325 | $23M | — | ADD 4% |
| 14 | Convergence Financial, LLC | 462,501462,501 | $23M | — | ADD 18% |
| 15 | Pekin Hardy Strauss, Inc. | 410,028410,028 | $20M | — | ADD 14% |
| 16 | Proficio Capital Partners LLC | 383,745383,745 | $19M | — | TRIM -30% |
| 17 | HUTCHINSON CAPITAL MANAGEMENT/CA | 379,512379,512 | $19M | — | ADD 13% |
| 18 | PEAK FINANCIAL ADVISORS LLC | 343,050343,050 | $17M | — | TRIM -8% |
| 19 | Horizon Investments, LLC | 301,338301,338 | $15M | — | ADD 7% |
| 20 | ROYAL BANK OF CANADA | 291,789291,789 | $14M | — | ADD 16% |
| 21 | WealthPlan Investment Management, LLC | 286,783286,783 | $14M | — | ADD 146% |
| 22 | Bank of New York Mellon Corp | 261,015261,015 | $13M | — | — |
| 23 | BAR HARBOR WEALTH MANAGEMENT | 245,329245,329 | $12M | — | TRIM -10% |
| 24 | True Wealth Design, LLC | 229,914229,914 | $11M | — | TRIM -8% |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 227,652227,652 | $11M | — | ADD 4% |
| 26 | Ethos Financial Group, LLC | 211,889211,889 | $10M | — | ADD 11% |
| 27 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 195,398195,398 | $10M | — | ADD 169% |
| 28 | Janney Montgomery Scott LLC | 187,889187,889 | $9M | — | — |
| 29 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 175,942175,942 | $9M | — | TRIM -50% |
| 30 | COMPASS CAPITAL CORP /MA/ /ADV | 168,906168,906 | $8M | — | ADD 2% |
| 31 | Sanctuary Advisors, LLC | 159,902159,902 | $8M | — | ADD 4% |
| 32 | BANK OF MONTREAL /CAN/ | 155,241155,241 | $8M | — | ADD 20% |
| 33 | JPMORGAN CHASE & CO | 145,765145,765 | $7M | — | ADD 4% |
| 34 | FIRST AMERICAN TRUST, FSB | 141,679141,679 | $7M | — | TRIM -3% |
| 35 | NWAM LLC | 135,658135,658 | $7M | — | TRIM -5% |
| 36 | ABBINGTON INVESTMENT GROUP | 130,490130,490 | $6M | — | ADD 2% |
| 37 | Professional Financial Management, Inc. | 129,045129,045 | $6M | — | ADD 6% |
| 38 | Fort Sheridan Advisors LLC | 119,661119,661 | $6M | — | ADD 689% |
| 39 | Calamos Advisors LLC | 119,060119,060 | $6M | — | TRIM -24% |
| 40 | Seneca House Advisors | 118,837118,837 | $6M | — | ADD 17% |
| 41 | Tidal Investments LLC | 112,748112,748 | $6M | — | TRIM -61% |
| 42 | Breakwater Capital Group | 112,595112,595 | $6M | — | ADD 31% |
| 43 | Independent Advisor Alliance | 107,350107,350 | $5M | — | ADD 2374% |
| 44 | Private Advisor Group, LLC | 106,068106,068 | $5M | — | — |
| 45 | TRUIST FINANCIAL CORP | 86,00586,005 | $4M | — | ADD 4% |
| 46 | CITADEL ADVISORS LLC | 83,59383,593 | $4M | — | ADD 91% |
| 47 | WEDBUSH SECURITIES INC | 72,11372,113 | $4M | — | ADD 11% |
| 48 | Beckerman Institutional, LLC | 64,87064,870 | $3M | — | ADD 49% |
| 49 | J.W. COLE ADVISORS, INC. | 62,76462,764 | $3M | — | ADD 7% |
| 50 | Narwhal Capital Management | 62,06462,064 | $3M | — | TRIM -14% |
| 51 | Heck Capital Advisors, LLC | 61,38961,389 | $3M | — | TRIM -59% |
| 52 | Park Edge Advisors, LLC | 61,37161,371 | $3M | — | ADD 18% |
| 53 | Lifetime Wealth Management P.C. | 60,22960,229 | $3M | — | ADD 12% |
| 54 | Crumly & Associates Inc. | 60,10860,108 | $3M | — | ADD 179% |
| 55 | BENJAMIN EDWARDS INC | 59,17059,170 | $3M | — | ADD 6% |
| 56 | Orion Porfolio Solutions, LLC | 58,57258,572 | $3M | — | ADD 5% |
| 57 | FIRST NATIONAL BANK SIOUX FALLS | 52,51852,518 | $3M | — | ADD 5% |
| 58 | Anchor Investment Management, LLC | 52,71652,716 | $3M | — | — |
| 59 | Western Wealth Management, LLC | 51,96451,964 | $3M | — | NEW |
| 60 | Triad Investment Management | 51,82951,829 | $3M | — | — |
| 61 | PRIVATE CLIENT SERVICES, LLC | 50,85650,856 | $3M | — | ADD 4% |
| 62 | FIRST MANHATTAN CO. LLC. | 50,00050,000 | $2M | — | — |
| 63 | KESTRA PRIVATE WEALTH SERVICES, LLC | 48,94948,949 | $2M | — | ADD 36% |
| 64 | Encompass More Asset Management | 46,48946,489 | $2M | — | NEW |
| 65 | Andina Capital Management, LLC | 45,72545,725 | $2M | — | TRIM -33% |
| 66 | Advisory Services Network, LLC | 40,39340,393 | $2M | — | TRIM -12% |
| 67 | Envestnet Portfolio Solutions, Inc. | 40,15340,153 | $2M | — | TRIM -55% |
| 68 | Patten Group, Inc. | 39,07739,077 | $2M | — | — |
| 69 | Citizens National Bank Trust Department | 31,19731,197 | $2M | — | — |
| 70 | HARMONY ASSET MANAGEMENT LLC | 28,60028,600 | $1M | — | ADD 3% |
| 71 | Rockefeller Capital Management L.P. | 28,09528,095 | $1M | — | ADD 649% |
| 72 | HighTower Advisors, LLC | 27,65927,659 | $1M | — | ADD 7% |
| 73 | Continuum Advisory, LLC | 26,59826,598 | $1M | — | TRIM -40% |
| 74 | SMITH, MOORE & CO. | 25,87225,872 | $1M | — | ADD 15% |
| 75 | GFS Advisors, LLC | 23,01023,010 | $1M | — | ADD 143% |
| 76 | Longview Financial Advisors, Inc. | 24,32324,323 | $1M | — | — |
| 77 | OSAIC HOLDINGS, INC. | 23,63123,631 | $1M | — | ADD 26% |
| 78 | &PARTNERS | 23,46623,466 | $1M | — | TRIM -3% |
| 79 | MORGAN STANLEY | 22,77222,772 | $1M | — | TRIM -27% |
| 80 | Spire Wealth Management | 22,10022,100 | $1M | — | NEW |
| 81 | Hegarty Advisors, LLC | 22,00722,007 | $1M | — | ADD 220% |
| 82 | Ancora Advisors LLC | 22,00022,000 | $1M | — | ADD 29% |
| 83 | Focus Partners Wealth | 20,27420,274 | $1M | — | ADD 95% |
| 84 | BOS Asset Management, LLC | 19,78819,788 | $978,714 | — | ADD 34% |
| 85 | Cambridge Advisors Inc. | 19,50619,506 | $964,765 | — | — |
| 86 | Maridea Wealth Management LLC | 19,47019,470 | $962,965 | — | ADD 46% |
| 87 | Legacy Wealth Advisors, LLC | 19,16419,164 | $947,860 | — | — |
| 88 | FLOW TRADERS U.S. LLC | 16,44416,444 | $813,000 | — | TRIM -8% |
| 89 | PRINCIPAL SECURITIES, INC. | 16,19516,195 | $801,028 | — | ADD 12% |
| 90 | Corient Private Wealth LLC | 14,46114,461 | $715,217 | — | NEW |
| 91 | Tranquilli Financial Advisor LLC | 13,47813,478 | $666,622 | — | — |
| 92 | Quantinno Capital Management LP | 13,44613,446 | $665,065 | — | NEW |
| 93 | Nautilus Advisors LLC | 12,84612,846 | $635,364 | — | TRIM -45% |
| 94 | STEINBERGANNA WEALTH MANAGEMENT | 12,65912,659 | $626,114 | — | — |
| 95 | WealthPLAN Partners, LLC | 11,78911,789 | $583,084 | — | ADD 21% |
| 96 | Venturi Wealth Management, LLC | 10,66810,668 | $527,641 | — | TRIM -30% |
| 97 | PFG Investments, LLC | 10,64410,644 | $526,438 | — | — |
| 98 | STRATEGY ASSET MANAGERS LLC | 10,17210,172 | $503,084 | — | — |
| 99 | CIBC WORLD MARKET INC. | 9,8409,840 | $486,686 | — | — |
| 100 | Sharp Wealth Advisory, LLC | 8,9908,990 | $444,645 | — | ADD 73% |
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 |
|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 1.6M | 1.9M | 2.0M | 2.1M | 2.3M | 2.5M | $122M |
| WELLS FARGO & COMPANY/MN | 1.6M | 1.6M | 1.8M | 1.8M | 1.7M | 1.7M | $83M |
| MML INVESTORS SERVICES, LLC | 1.3M | 1.4M | 1.5M | 1.6M | 1.8M | 1.6M | $81M |
| Edge Wealth Management LLC | 120K | 227K | 263K | 321K | 1.0M | 1.1M | $53M |
| EVERGREEN CAPITAL MANAGEMENT LLC | 742K | 1.1M | 1.1M | 1.1M | 1.1M | 1.1M | $53M |
| Watchman Group, Inc. | 581K | 706K | 743K | 780K | 831K | 878K | $43M |
| Hilton Capital Management, LLC | 663K | 1.2M | 896K | 836K | 841K | 855K | $42M |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 558K | 571K | 551K | 592K | 683K | 819K | $41M |
| CreativeOne Wealth, LLC | 29K | 30K | 32K | 613K | 609K | 649K | $32M |
| LPL Financial LLC | 58K | 97K | 293K | 554K | 562K | 583K | $29M |
| L2 Asset Management, LLC | 186K | 192K | 215K | 265K | 273K | 559K | $28M |
| Tortoise Investment Management, LLC | 301K | 333K | 343K | 418K | 471K | 515K | $25M |
| Aprio Wealth Management, LLC | 207K | 296K | 386K | 415K | 447K | 463K | $23M |
| Convergence Financial, LLC | 236K | 253K | 276K | 329K | 393K | 463K | $23M |
| Pekin Hardy Strauss, Inc. | 159K | 218K | 274K | 280K | 359K | 410K | $20M |
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 | 155 | 21,998,937 | — | $1.1B |
| 2025-Q4 | 158 | 21,808,803 | — | $1.1B |
| 2025-Q3 | 139 | 19,672,179 | — | $991M |
| 2025-Q2 | 144 | 17,844,253 | — | $894M |
| 2025-Q1 | 152 | 22,788,590 | — | $1.1B |
| 2024-Q4 | 144 | 21,314,519 | — | $1.1B |
| 2024-Q3 | 111 | 21,050,803 | — | $1.1B |
| 2024-Q2 | 68 | 10,854,350 | — | $547M |
| 2024-Q1 | 47 | 5,262,462 | — | $268M |
| 2023-Q4 | 26 | 1,566,479 | — | $81M |
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.
