| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,701,5522.7M | $28M | — | TRIM -2% |
| 2 | Penserra Capital Management LLC | 783,889783,889 | $8M | — | TRIM -8% |
| 3 | GUGGENHEIM CAPITAL LLC | 504,099504,099 | $5M | — | TRIM -2% |
| 4 | CAPTRUST FINANCIAL ADVISORS | 494,266494,266 | $5M | — | — |
| 5 | SIT INVESTMENT ASSOCIATES INC | 383,375383,375 | $4M | — | ADD 86% |
| 6 | WELLS FARGO & COMPANY/MN | 346,260346,260 | $4M | — | TRIM -2% |
| 7 | STIFEL FINANCIAL CORP | 254,585254,585 | $3M | — | ADD 8% |
| 8 | Shaker Financial Services, LLC | 200,442200,442 | $2M | — | TRIM -30% |
| 9 | BANK OF AMERICA CORP /DE/ | 170,704170,704 | $2M | — | TRIM -3% |
| 10 | FLAGSHIP HARBOR ADVISORS, LLC | 125,087125,087 | $1M | — | — |
| 11 | Invesco Ltd. | 96,64496,644 | $984,802 | — | TRIM -22% |
| 12 | WOLVERINE ASSET MANAGEMENT LLC | 86,20086,200 | $878,378 | — | TRIM -24% |
| 13 | ROYAL BANK OF CANADA | 85,78485,784 | $874,000 | — | ADD 3% |
| 14 | Almitas Capital LLC | 85,38385,383 | $870,053 | — | TRIM -58% |
| 15 | LPL Financial LLC | 83,52083,520 | $851,071 | — | ADD 10% |
| 16 | OSAIC HOLDINGS, INC. | 70,61370,613 | $719,613 | — | TRIM -9% |
| 17 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 69,26669,266 | $705,824 | — | ADD 15% |
| 18 | Cambridge Investment Research Advisors, Inc. | 59,92859,928 | $611,000 | — | ADD 12% |
| 19 | SeaCrest Wealth Management, LLC | 40,35240,352 | $411,187 | — | TRIM -5% |
| 20 | EVOLVE PRIVATE WEALTH, LLC | 39,27539,275 | $400,212 | — | — |
| 21 | PFG Investments, LLC | 37,40137,401 | $381,119 | — | — |
| 22 | UBS Group AG | 31,19231,192 | $317,846 | — | ADD 13% |
| 23 | Private Advisor Group, LLC | 28,23128,231 | $287,677 | — | ADD 20% |
| 24 | RAYMOND JAMES FINANCIAL INC | 23,53523,535 | $239,825 | — | ADD 10% |
| 25 | Closed-End Fund Advisors, Inc. | 23,38823,388 | $238,324 | — | ADD 13% |
| 26 | JANE STREET GROUP, LLC | 15,72315,723 | $160,217 | — | TRIM -58% |
| 27 | XTX Topco Ltd | 15,48315,483 | $157,772 | — | TRIM -48% |
| 28 | UHLMANN PRICE SECURITIES, LLC | 15,43015,430 | $157,232 | — | — |
| 29 | MERCER GLOBAL ADVISORS INC /ADV | 10,75910,759 | $109,638 | — | — |
| 30 | Onyx Bridge Wealth Group LLC | 10,26710,267 | $104,621 | — | — |
| 31 | &PARTNERS | 10,06810,068 | $102,591 | — | — |
| 32 | PETRA FINANCIAL ADVISORS INC | 10,05010,050 | $102,410 | — | NEW |
| 33 | CoreCap Advisors, LLC | 9,4199,419 | $95,989 | — | — |
| 34 | US BANCORP \DE\ | 9,1329,132 | $93,055 | — | — |
| 35 | FIFTH THIRD BANCORP | 6,4736,473 | $65,960 | — | NEW |
| 36 | ASSETMARK, INC | 5,0585,058 | $51,541 | — | ADD 8621% |
| 37 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4,5824,582 | $46,691 | — | TRIM -66% |
| 38 | Larson Financial Group LLC | 3,7203,720 | $37,907 | — | — |
| 39 | Pinnacle Wealth Planning Services, Inc. | 3,2913,291 | $33,535 | — | TRIM -7% |
| 40 | WPG Advisers, LLC | 2,0582,058 | $20,971 | — | ADD 15% |
| 41 | WHITTIER TRUST CO OF NEVADA INC | 1,3881,388 | $14,241 | — | NEW |
| 42 | HIGHLINE WEALTH PARTNERS LLC | 1,0001,000 | $10,190 | — | — |
| 43 | FNY Investment Advisers, LLC | 600600 | $6,000 | — | NEW |
| 44 | Rockefeller Capital Management L.P. | 521521 | $5,309 | — | NEW |
| 45 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 500500 | $5,260 | — | NEW |
| 46 | CWM, LLC | 423423 | $4,309 | — | TRIM -6% |
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 | 2.5M | 3.0M | 3.0M | 2.9M | 2.8M | 2.7M | $28M |
| Penserra Capital Management LLC | 850K | 765K | 789K | 791K | 849K | 784K | $8M |
| GUGGENHEIM CAPITAL LLC | 579K | 615K | 593K | 573K | 514K | 504K | $5M |
| CAPTRUST FINANCIAL ADVISORS | 471K | 488K | 493K | 499K | 497K | 494K | $5M |
| SIT INVESTMENT ASSOCIATES INC | 778K | 302K | 291K | 182K | 207K | 383K | $4M |
| WELLS FARGO & COMPANY/MN | 427K | 393K | 416K | 409K | 354K | 346K | $4M |
| STIFEL FINANCIAL CORP | 157K | 175K | 191K | 212K | 236K | 255K | $3M |
| Shaker Financial Services, LLC | 181K | 307K | — | 143K | 285K | 200K | $2M |
| BANK OF AMERICA CORP /DE/ | 192K | 202K | 209K | 203K | 175K | 171K | $2M |
| FLAGSHIP HARBOR ADVISORS, LLC | 67K | 85K | 109K | 115K | 126K | 125K | $1M |
| Invesco Ltd. | 104K | 158K | 192K | 175K | 124K | 97K | $984,802 |
| WOLVERINE ASSET MANAGEMENT LLC | 18K | 44K | — | — | 114K | 86K | $878,378 |
| ROYAL BANK OF CANADA | 90K | 82K | 178K | 91K | 83K | 86K | $874,000 |
| Almitas Capital LLC | 270K | 270K | — | — | 204K | 85K | $870,053 |
| LPL Financial LLC | 297K | 388K | 49K | 65K | 76K | 84K | $851,071 |
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 | 46 | 6,960,916 | — | $71M |
| 2025-Q4 | 47 | 7,401,639 | — | $75M |
| 2025-Q3 | 42 | 6,924,456 | — | $76M |
| 2025-Q2 | 40 | 7,105,011 | — | $80M |
| 2025-Q1 | 50 | 9,135,953 | — | $98M |
| 2024-Q4 | 42 | 10,274,724 | — | $108M |
| 2024-Q3 | 38 | 11,054,465 | — | $131M |
| 2024-Q2 | 39 | 13,561,680 | — | $148M |
| 2024-Q1 | 45 | 16,926,288 | — | $175M |
| 2023-Q4 | 49 | 14,852,451 | — | $150M |
| 2023-Q3 | 43 | 12,572,703 | — | $115M |
| 2023-Q2 | 44 | 12,113,968 | — | $121M |
| 2023-Q1 | 44 |
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.
| 11,242,239 |
| — |
| $115M |
| 2022-Q4 | 47 | 10,556,159 | — | $109M |
| 2022-Q3 | 39 | 10,058,543 | — | $103M |
| 2022-Q2 | 36 | 9,449,205 | — | $111M |
| 2022-Q1 | 33 | 8,040,460 | — | $121M |
| 2021-Q4 | 30 | 6,793,428 | — | $124M |
| 2021-Q3 | 18 | 2,677,998 | — | $52M |
| 2021-Q2 | 11 | 1,074,828 | — | $21M |
