| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Nuveen, LLC | 2,525,0002.5M | $63M | — | — |
| 2 | JPMORGAN CHASE & CO | 181,699181,699 | $5M | — | TRIM -4% |
| 3 | Cornerstone Wealth Group, LLC | 64,82164,821 | $2M | — | ADD 5% |
| 4 | Landmark Wealth Management, LLC | 44,74244,742 | $1M | — | ADD 55% |
| 5 | BENJAMIN EDWARDS INC | 28,96228,962 | $722,562 | — | NEW |
| 6 | Per Stirling Capital Management, LLC. | 27,35027,350 | $682,377 | — | — |
| 7 | UBS Group AG | 978978 | $24,401 | — | NEW |
| 8 | Arax Advisory Partners | 118118 | $2,944 | — | 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 | — | 1.9M | 2.2M | 2.2M | 2.5M | 2.5M | $63M |
| JPMORGAN CHASE & CO | — | 200K | 200K | 393K | 189K | 182K | $5M |
| Cornerstone Wealth Group, LLC | — | — | 65K | 66K | 62K | 65K | $2M |
| Landmark Wealth Management, LLC | — | — | 25K | 28K | 29K | 45K | $1M |
| BENJAMIN EDWARDS INC | — | — | — | — | — | 29K | $722,562 |
| Per Stirling Capital Management, LLC. | — | — | — | 17K | 27K | 27K | $682,377 |
| UBS Group AG | — | — | — | — | — | 978 | $24,401 |
| Arax Advisory Partners | — | — | — | — | — | 118 | $2,944 |
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 | 8 | 2,873,670 | — | $72M |
| 2025-Q4 | 5 | 2,856,844 | — | $72M |
| 2025-Q3 | 7 | 2,684,144 | — | $67M |
| 2025-Q2 | 5 | 2,484,159 | — | $61M |
| 2025-Q1 | 3 | 2,107,581 | — | $52M |
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.
