| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 20,78520,785 | $177,088 | 0.77% | NEW |
| 2 | GEODE CAPITAL MANAGEMENT, LLC | 19,45219,452 | $165,774 | 0.72% | ADD 14% |
| 3 | VANGUARD FIDUCIARY TRUST CO | 11,66611,666 | $99,394 | 0.43% | NEW |
| 4 | OSAIC HOLDINGS, INC. | 1,7011,701 | $14,486 | 0.06% | TRIM -9% |
| 5 | Tower Research Capital LLC (TRC) | 500500 | $4,260 | 0.02% | TRIM -12% |
| 6 | Triumph Capital Management | 375375 | $3,195 | 0.01% | — |
| 7 | Washington Trust Advisors, Inc. | 224224 | $1,908 | 0.01% | — |
| 8 | UBS Group AG | 213213 | $1,815 | 0.01% | ADD 5% |
| 9 | NFSG Corp | 156156 | $1,329 | 0.01% | ADD 478% |
| 10 | Merkkuri Wealth Advisors LLC | 113113 | $963 | 0.00% | NEW |
| 11 | Blue Trust, Inc. | 8181 | $690 | 0.00% | — |
| 12 | Sunbelt Securities, Inc. | 5050 | $426 | 0.00% | — |
| 13 | CWM, LLC | 4444 | $375 | 0.00% | — |
| 14 | Sound Income Strategies, LLC | 3939 | $323 | 0.00% | — |
| 15 | MORGAN STANLEY | 3434 | $290 | 0.00% | — |
| 16 | HARBOUR INVESTMENTS, INC. | 3333 | $281 | 0.00% | NEW |
| 17 | WELLS FARGO & COMPANY/MN | 2929 | $251 | 0.00% | — |
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 |
|---|---|---|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | — | — | — | — | — | 21K | $177,088 |
| GEODE CAPITAL MANAGEMENT, LLC | 18K | 21K | 22K | 17K | 17K | 19K | $165,774 |
| VANGUARD FIDUCIARY TRUST CO | — | — | — | — | — | 12K | $99,394 |
| OSAIC HOLDINGS, INC. | 3K | 3K | 3K | 3K | 2K | 2K | $14,486 |
| Tower Research Capital LLC (TRC) | — | 583 | 366 | 579 | 567 | 500 | $4,260 |
| Triumph Capital Management | — | — | — | — | 375 | 375 | $3,195 |
| Washington Trust Advisors, Inc. | 224 | 224 | 224 | 224 | 224 | 224 | $1,908 |
| UBS Group AG | 4K | 2K | 4K | 5K | 203 | 213 | $1,815 |
| NFSG Corp | 131 | 118 | 77 | 77 | 27 | 156 | $1,329 |
| Merkkuri Wealth Advisors LLC | — | — | — | — | — | 113 | $963 |
| Blue Trust, Inc. | 81 | 81 | 81 | 81 | 81 | 81 | $690 |
| Sunbelt Securities, Inc. | 232 | 78 | 232 | 50 | 50 | 50 | $426 |
| CWM, LLC | 188 | 188 | 44 | 44 | 44 | 44 | $375 |
| Sound Income Strategies, LLC | — | — | — | 39 | 39 | 39 | $323 |
| MORGAN STANLEY | 66 | 66 | 66 | 68 | 34 | 34 | $290 |
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.
Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding divides each quarter's as-filed 13F shares by the SEC cover-page share count dated to that same quarter (split-adjusted), not by today's count — so splits and buybacks don't move the line.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 17 | 55,495 | 2.1% | $472,848 |
| 2025-Q4 | 18 | 53,786 | 2.0% | $445,573 |
| 2025-Q3 | 18 | 59,577 | 2.3% | $598,307 |
| 2025-Q2 | 20 | 87,497 | 3.3% | $1M |
| 2025-Q1 | 19 | 46,181 | 1.8% | $515,828 |
| 2024-Q4 | 18 | 26,217 | 1.0% | $223,428 |
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.
| Holder | % of class | Type | As of | |
|---|---|---|---|---|
| Weil Edward M Jr. | 9.49% | Passive | 2026-07-07 | SEC → |
Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | +20,785 | $177,088 | OPEN |
| VANGUARD FIDUCIARY TRUST CO | +11,666 | $99,394 | OPEN |
| GEODE CAPITAL MANAGEMENT, LLC | +2,450 | $20,874 | ADD |
| NFSG Corp | +129 | $1,099 | ADD |
| Merkkuri Wealth Advisors LLC | +113 | $963 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| VANGUARD GROUP INC | −32,251 | $274,779 | CLOSE |
| SageView Advisory Group, LLC | −734 | $6,254 | CLOSE |
| Global Retirement Partners, LLC | −193 | $1,644 | CLOSE |
| OSAIC HOLDINGS, INC. | −167 | $1,423 | TRIM |
| Tower Research Capital LLC (TRC) | −67 | $571 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| 2024-Q3 | 20 | 24,794 | 0.9% | $228,359 |
| 2024-Q2 | 20 | 29,824 | 1.2% | $284,795 |
| 2024-Q1 | 18 | 22,739 | 0.9% | $144,381 |
| 2023-Q4 | 20 | 33,544 | 1.4% | $264,625 |
| 2023-Q3 | 25 | 101,828 | 4.4% | $925,276 |
| 2023-Q2 | 24 | 100,140 | 4.3% | $792,023 |
| 2023-Q1 | 31 | 118,151 | 5.1% | $1M |
| 2022-Q4 | 1 | 1,522 | 0.0% | $3,000 |
