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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 4 | 4 | 4 | 527K | 2.5M | 4.0M | $202M |
| NEUBERGER BERMAN GROUP LLC | 1.8M | 2.2M | 3.1M | 3.1M | 2.9M | 1.9M | $96M |
| LPL Financial LLC | 88K | 239K | 648K | 1.1M | 1.3M | 1.6M | $81M |
| RAYMOND JAMES FINANCIAL INC | 231K | 284K | 400K | 795K | 1.1M | 1.3M | $66M |
| BANK OF AMERICA CORP /DE/ | — | — | — | 122K | 719K | 1.2M | $60M |
| Francis Financial, Inc. | — | — | — | — | — | 449K | $23M |
| Integrated Wealth Concepts LLC | — | — | — | — | 9K | 388K | $20M |
| UBS Group AG | — | — | — | — | — | 316K | $16M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | — | — | — | 7K | 447K | 300K | $15M |
| Paulson Wealth Management Inc. | — | — | 199K | 219K | 246K | 284K | $14M |
| Round Rock Advisors LLC | — | — | — | 168K | 227K | 248K | $13M |
| OSAIC HOLDINGS, INC. | — | — | — | 113K | 202K | 220K | $11M |
| Steward Partners Investment Advisory, LLC | 949 | 105K | 112K | 129K | 120K | 141K | $7M |
| CITADEL ADVISORS LLC | — | — | — | 13K | 30K | 128K | $6M |
| Rubicon Advisors, GP | — | — | — | — | 80K | 119K | $6M |
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 | 68 | 13,952,697 | — | $707M |
| 2025-Q4 | 57 | 11,282,559 | — | $578M |
| 2025-Q3 | 35 | 6,953,240 | — | $356M |
| 2025-Q2 | 21 | 4,735,463 | — | $241M |
| 2025-Q1 | 10 | 2,962,088 | — | $151M |
| 2024-Q4 | 9 | 2,233,072 | — | $113M |
| 2024-Q3 | 11 | 2,057,437 | — | $106M |
| 2024-Q2 | 12 | 2,005,670 | — | $100M |
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.
