| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Nuveen, LLC | 3,556,1803.6M | $88M | — | — |
| 2 | Gotham Asset Management, LLC | 203,342203,342 | $9M | — | ADD 2% |
| 3 | JPMORGAN CHASE & CO | 197,808197,808 | $5M | — | — |
| 4 | Financial Partners Group, Inc | 33,64933,649 | $831,122 | — | ADD 8% |
| 5 | Canvas Wealth Advisors, LLC | 18,50018,500 | $456,950 | — | ADD 16% |
| 6 | OSAIC HOLDINGS, INC. | 12,49212,492 | $308,552 | — | ADD 4% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 11,17911,179 | $276,115 | — | NEW |
| 8 | Farther Finance Advisors, LLC | 4,0074,007 | $99,044 | — | NEW |
| 9 | Waverly Advisors, LLC | 3,1373,137 | $77,490 | — | 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 |
|---|---|---|---|---|---|---|---|
| Nuveen, LLC | — | 2.5M | 2.9M | 2.7M | 3.6M | 3.6M | $88M |
| Gotham Asset Management, LLC | — | — | — | 213K | 198K | 203K | $9M |
| JPMORGAN CHASE & CO | — | 200K | 200K | 400K | 200K | 198K | $5M |
| Financial Partners Group, Inc | — | — | — | — | 31K | 34K | $831,122 |
| Canvas Wealth Advisors, LLC | — | — | 11K | 16K | 16K | 19K | $456,950 |
| OSAIC HOLDINGS, INC. | — | — | 12K | 12K | 12K | 12K | $308,552 |
| ENVESTNET ASSET MANAGEMENT INC | — | — | — | — | — | 11K | $276,115 |
| Farther Finance Advisors, LLC | — | — | — | — | — | 4K | $99,044 |
| Waverly Advisors, LLC | — | — | — | — | — | 3K | $77,490 |
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 | 9 | 4,040,294 | — | $104M |
| 2025-Q4 | 7 | 4,014,042 | — | $103M |
| 2025-Q3 | 7 | 3,403,651 | — | $88M |
| 2025-Q2 | 5 | 3,161,829 | — | $77M |
| 2025-Q1 | 3 | 2,757,563 | — | $69M |
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.
