| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | NEUBERGER BERMAN GROUP LLC | 5,135,2475.1M | $129M | — | ADD 7% |
| 2 | LPL Financial LLC | 320,403320,403 | $8M | — | TRIM -20% |
| 3 | STAGE HARBOR FINANCIAL, LLC | 237,380237,380 | $6M | — | ADD 7% |
| 4 | RAYMOND JAMES FINANCIAL INC | 214,258214,258 | $5M | — | ADD 9% |
| 5 | BANK OF AMERICA CORP /DE/ | 182,391182,391 | $5M | — | TRIM -23% |
| 6 | EXCHANGE TRADED CONCEPTS, LLC | 132,137132,137 | $3M | — | TRIM -15% |
| 7 | Broadway Wealth Solutions, Inc. | 121,473121,473 | $3M | — | ADD 6% |
| 8 | Cambridge Investment Research Advisors, Inc. | 114,475114,475 | $3M | — | ADD 28% |
| 9 | JONES FINANCIAL COMPANIES LLLP | 109,085109,085 | $3M | — | ADD 8% |
| 10 | MOTCO | 66,35166,351 | $2M | — | ADD 15% |
| 11 | ROYAL BANK OF CANADA | 51,11051,110 | $1M | — | NEW |
| 12 | HighTower Advisors, LLC | 44,87644,876 | $1M | — | — |
| 13 | JANE STREET GROUP, LLC | 12,96412,964 | $326,681 | — | NEW |
| 14 | Pathstone Holdings, LLC | 11,57011,570 | $291,564 | — | — |
| 15 | OSAIC HOLDINGS, INC. | 11,48811,488 | $289,472 | — | TRIM -56% |
| 16 | Chevy Chase Trust Holdings, LLC | 11,05011,050 | $278,450 | — | NEW |
| 17 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 10,35010,350 | $260,811 | — | ADD 9% |
| 18 | BARRETT & COMPANY, INC. | 3,3263,326 | $83,812 | — | — |
| 19 | HARBOUR INVESTMENTS, INC. | 7575 | $1,890 | — | NEW |
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 |
|---|---|---|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC | 7.5M | 7.0M | 4.8M | 4.8M | 4.8M | 5.1M | $129M |
| LPL Financial LLC | 19K | 108K | 295K | 404K | 398K | 320K | $8M |
| STAGE HARBOR FINANCIAL, LLC | — | — | — | — | 222K | 237K | $6M |
| RAYMOND JAMES FINANCIAL INC | — | 144K | 174K | 180K | 196K | 214K | $5M |
| BANK OF AMERICA CORP /DE/ | 33K | 128K | 190K | 220K | 238K | 182K | $5M |
| EXCHANGE TRADED CONCEPTS, LLC | 147K | 189K | 158K | 156K | 155K | 132K | $3M |
| Broadway Wealth Solutions, Inc. | — | — | 68K | 75K | 114K | 121K | $3M |
| Cambridge Investment Research Advisors, Inc. | — | — | 9K | 9K | 89K | 114K | $3M |
| JONES FINANCIAL COMPANIES LLLP | 3K | 32K | 54K | 77K | 101K | 109K | $3M |
| MOTCO | — | — | 52K | 58K | 57K | 66K | $2M |
| ROYAL BANK OF CANADA | — | 31K | 10K | — | — | 51K | $1M |
| HighTower Advisors, LLC | — | — | — | 31K | 44K | 45K | $1M |
| JANE STREET GROUP, LLC | — | — | — | — | — | 13K | $326,681 |
| Pathstone Holdings, LLC | — | — | — | — | 12K | 12K | $291,564 |
| OSAIC HOLDINGS, INC. | — | — | — | 44K | 26K | 11K | $289,472 |
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 | 19 | 6,790,009 | — | $171M |
| 2025-Q4 | 18 | 6,536,258 | — | $165M |
| 2025-Q3 | 16 | 6,128,221 | — | $155M |
| 2025-Q2 | 15 | 5,874,438 | — | $147M |
| 2025-Q1 | 9 | 7,680,635 | — | $184M |
| 2024-Q4 | 7 | 7,704,439 | — | $195M |
| 2024-Q3 | 3 | 7,383,914 | — | $197M |
| 2024-Q2 | 4 | 6,807,891 | — | $169M |
| 2024-Q1 | 2 | 5,799,487 | — | $149M |
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.
