% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | DAVENPORT & Co LLC | 311,404311,404 | $4M | — | ADD 11% |
| 2 | WELLS FARGO & COMPANY/MN | 170,625170,625 | $2M | — | ADD 10% |
| 3 | MORGAN STANLEY | 145,876145,876 | $2M | — | TRIM -6% |
| 4 | TRUIST FINANCIAL CORP | 135,750135,750 | $2M | — | ADD 4% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 124,950124,950 | $1M | — | ADD 8% |
| 6 | Summit Financial, LLC | 105,471105,471 | $1M | — | ADD 20% |
| 7 | STIFEL FINANCIAL CORP | 102,145102,145 | $1M | — | — |
| 8 | RAYMOND JAMES FINANCIAL INC | 69,89469,894 | $791,899 | — | ADD 5% |
| 9 | Cambridge Investment Research Advisors, Inc. | 58,74758,747 | $666,000 | — | — |
| 10 | BANK OF AMERICA CORP /DE/ | 52,63552,635 | $596,360 | — | TRIM -17% |
| 11 | Realta Investment Advisors | 51,66951,669 | $585,410 | — | — |
| 12 | Janney Montgomery Scott LLC | 50,66150,661 | $574,000 | — | ADD 15% |
| 13 | Northwest Financial Advisors | 48,41748,417 | $548,561 | — | ADD 3% |
| 14 | CITADEL ADVISORS LLC | 45,40745,407 | $514,461 | — | TRIM -17% |
| 15 | CARY STREET PARTNERS FINANCIAL LLC | 44,96144,961 | $509,408 | — | ADD 151% |
| 16 | Private Advisor Group, LLC | 33,68133,681 | $381,606 | — | ADD 7% |
| 17 | D'Orazio & Associates, Inc. | 32,11932,119 | $363,909 | — | NEW |
| 18 | Wealthcare Advisory Partners LLC | 29,71329,713 | $336,651 | — | — |
| 19 | Canal Capital Management, LLC | 27,03927,039 | $306,352 | — | ADD 12% |
| 20 | ROYAL BANK OF CANADA | 26,51426,514 | $300,000 | — | ADD 5% |
| 21 | Steward Partners Investment Advisory, LLC | 22,24222,242 | $252,002 | — | ADD 20% |
| 22 | LPL Financial LLC | 20,89520,895 | $236,739 | — | TRIM -40% |
| 23 | D.A. DAVIDSON & CO. | 19,08919,089 | $216,278 | — | ADD 7% |
| 24 | UBS Group AG | 16,56416,564 | $187,670 | — | ADD 23% |
| 25 | Cornerstone Advisory, LLC | 15,39015,390 | $174,370 | — | — |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC | 14,99214,992 | $169,860 | — | — |
| 27 | Spire Wealth Management | 12,00712,007 | $136,039 | — | — |
| 28 | Cetera Investment Advisers | 11,32711,327 | $128,337 | — | ADD 9% |
| 29 | Atlantic Union Bankshares Corp | 11,30011,300 | $128,029 | — | — |
| 30 | BURKE & HERBERT BANK & TRUST CO | 10,40010,400 | $117,832 | — | — |
| 31 | HARBOR INVESTMENT ADVISORY, LLC | 3,4133,413 | $38,669 | — | — |
| 32 | Morse Asset Management, Inc | 3,3003,300 | $37,387 | — | — |
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,3521,352 | $15,318 | — | TRIM -13% |
| 34 | Geneos Wealth Management Inc. | 1,0001,000 | $11,330 | — | — |
| 35 | HARBOUR INVESTMENTS, INC. | 788788 | $8,928 | — | — |
| 36 | Western Wealth Management, LLC | 500500 | $5,665 | — | NEW |
| 37 | HIGHLINE WEALTH PARTNERS LLC | 425425 | $4,815 | — | ADD 42% |
| 38 | FNY Investment Advisers, LLC | 200200 | $2,000 | — | 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 |
|---|---|---|---|---|---|---|---|
| DAVENPORT & Co LLC | 225K | 233K | 240K | 261K | 281K | 311K | $4M |
| WELLS FARGO & COMPANY/MN | 222K | 194K | 191K | 190K | 155K | 171K | $2M |
| MORGAN STANLEY | 87K | 136K | 130K | 142K | 155K | 146K | $2M |
| TRUIST FINANCIAL CORP | 25K | 52K | 55K | 119K | 130K | 136K | $2M |
| ENVESTNET ASSET MANAGEMENT INC | 11K | 35K | 38K | 100K | 116K | 125K | $1M |
| Summit Financial, LLC | — | — | 65K | 76K | 88K | 105K | $1M |
| STIFEL FINANCIAL CORP | 58K | 53K | 56K | 100K | 103K | 102K | $1M |
| RAYMOND JAMES FINANCIAL INC | 82K | 95K | 94K | 73K | 67K | 70K | $791,899 |
| Cambridge Investment Research Advisors, Inc. | 91K | 120K | 62K | 62K | 60K | 59K | $666,000 |
| BANK OF AMERICA CORP /DE/ | 106K | 102K | 57K | 63K | 63K | 53K | $596,360 |
| Realta Investment Advisors | 52K | 52K | 52K | 52K | 52K | 52K | $585,410 |
| Janney Montgomery Scott LLC | 47K | 45K | 45K | 45K | 44K | 51K | $574,000 |
| Northwest Financial Advisors | 50K | 41K | 46K | 44K | 47K | 48K | $548,561 |
| CITADEL ADVISORS LLC | 57K | 51K | 56K | 51K | 54K | 45K | $514,461 |
| CARY STREET PARTNERS FINANCIAL LLC | 16K | — | — | 11K | 18K | 45K | $509,408 |
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.
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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 38 | 1,832,862 | — | $21M |
| 2025-Q4 | 40 | 1,806,313 | — | $20M |
| 2025-Q3 | 37 | 1,828,142 | — | $21M |
| 2025-Q2 | 39 | 1,647,023 | — | $19M |
| 2025-Q1 | 37 | 1,629,300 | — | $19M |
| 2024-Q4 | 37 | 1,616,313 | — | $20M |
| 2024-Q3 | 43 | 1,695,571 | — | $22M |
| 2024-Q2 | 47 | 2,023,318 | — | $23M |
| 2024-Q1 | 46 | 2,282,161 | — | $25M |
| 2023-Q4 | 45 | 2,209,827 | — | $24M |
| 2023-Q3 | 41 | 1,488,573 | — | $14M |
| 2023-Q2 | 37 | 1,296,505 | — | $14M |
| 2023-Q1 | 38 | 1,229,491 | — | $14M |
| 2022-Q4 | 41 | 1,270,892 | — | $14M |
| 2022-Q3 | 39 | 1,326,243 | — | $16M |
| 2022-Q2 | 42 | 1,394,756 | — | $17M |
| 2022-Q1 | 38 | 1,295,022 | — | $18M |
| 2021-Q4 | 35 | 1,191,130 | — | $20M |
| 2021-Q3 | 37 | 1,222,064 | — | $20M |
| 2021-Q2 | 36 | 1,152,700 | — | $19M |
| 2021-Q1 | 37 | 1,161,333 | — | $18M |
| 2020-Q4 | 34 | 1,145,490 | — | $18M |
| 2020-Q3 | 33 | 1,138,325 | — | $17M |
| 2020-Q2 | 34 | 1,156,028 | — | $17M |
| 2020-Q1 | 40 | 1,272,891 | — | $16M |
| 2019-Q4 | 40 | 1,301,897 | — | $19M |
| 2019-Q3 | 43 | 1,400,776 | — | $19M |
| 2019-Q2 | 41 | 1,395,807 | — | $18M |
| 2019-Q1 | 37 | 1,489,094 | — | $19M |
| 2018-Q4 | 38 | 1,656,394 | — | $19M |
| 2018-Q3 | 37 | 1,311,929 | — | $16M |
| 2018-Q2 | 39 | 1,149,446 | — | $14M |
| 2018-Q1 | 37 | 1,143,809 | — | $14M |
| 2017-Q4 | 37 | 1,169,229 | — | $15M |
| 2017-Q3 | 33 | 1,008,940 | — | $13M |
| 2017-Q2 | 31 | 954,246 | — | $13M |
| 2017-Q1 | 32 | 1,098,858 | — | $14M |
| 2016-Q4 | 31 | 959,228 | — | $13M |
| 2016-Q3 | 26 | 659,218 | — | $10M |
| 2016-Q2 | 27 | 678,587 | — | $10M |
| 2016-Q1 | 28 | 789,742 | — | $11M |
| 2015-Q4 | 26 | 768,821 | — | $10M |
| 2015-Q3 | 23 | 709,813 | — | $10M |
| 2015-Q2 | 24 | 676,514 | — | $9M |
| 2015-Q1 | 26 | 693,189 | — | $14M |
| 2014-Q4 | 28 | 735,642 | — | $15M |
| 2014-Q3 | 28 | 740,366 | — | $15M |
| 2014-Q2 | 26 | 682,533 | — | $16M |
| 2014-Q1 | 26 | 773,751 | — | $16M |
| 2013-Q4 | 34 | 933,085 | — | $17M |
| 2013-Q3 | 23 | 575,239 | — | $12M |
| 2013-Q2 | 22 | 450,842 | — | $9M |
| 2013-Q1 | 2 | 50,428 | — | $764,000 |
