| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 7,344,1027.3M | $201M | — | ADD 15% |
| 2 | LPL Financial LLC | 246,792246,792 | $7M | — | ADD 73% |
| 3 | Blue Water Asset Management | 194,162194,162 | $5M | — | NEW |
| 4 | LeClair Wealth Partners LLC | 194,162194,162 | $5M | — | NEW |
| 5 | Private Advisor Group, LLC | 101,104101,104 | $3M | — | ADD 8% |
| 6 | Wayfinding Financial, LLC | 98,73798,737 | $3M | — | — |
| 7 | OSAIC HOLDINGS, INC. | 94,45494,454 | $3M | — | ADD 35% |
| 8 | Janney Montgomery Scott LLC | 45,04745,047 | $1M | — | TRIM -38% |
| 9 | FIFTH THIRD BANCORP | 28,67628,676 | $784,575 | — | NEW |
| 10 | OLD MISSION CAPITAL LLC | 25,03425,034 | $684,930 | — | ADD 19% |
| 11 | LRI Investments, LLC | 25,00025,000 | $684,000 | — | — |
| 12 | GREAT VALLEY ADVISOR GROUP, INC. | 23,36023,360 | $639,142 | — | NEW |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22,15522,155 | $606,161 | — | TRIM -30% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 21,29221,292 | $582,550 | — | — |
| 15 | FLAGSTAR ADVISORS INC | 21,02021,020 | $580,116 | — | ADD 9% |
| 16 | NOTTINGHAM ADVISORS, INC. | 17,50017,500 | $478,789 | — | NEW |
| 17 | STIFEL FINANCIAL CORP | 14,10714,107 | $385,968 | — | TRIM -67% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 13,54013,540 | $370,460 | — | ADD 17% |
| 19 | Mariner, LLC | 11,19711,197 | $306,350 | — | — |
| 20 | AGH Wealth Advisors, LLC | 9,0009,000 | $246,240 | — | NEW |
| 21 | RAYMOND JAMES FINANCIAL INC | 8,2428,242 | $225,501 | — | NEW |
| 22 | COLDSTREAM CAPITAL MANAGEMENT INC | 8,0368,036 | $219,865 | — | ADD 2% |
| 23 | Eldridge Investment Advisors, Inc. | 7,8627,862 | $215,104 | — | NEW |
| 24 | Manchester Capital Management LLC | 5,1535,153 | $140,987 | — | ADD 347% |
| 25 | ROYAL BANK OF CANADA | 4,1064,106 | $112,000 | — | — |
| 26 | HARBOUR INVESTMENTS, INC. | 450450 | $12,312 | — | — |
| 27 | Rockefeller Capital Management L.P. | 197197 | $5,390 | — | ADD 124% |
| 28 | Sound Income Strategies, LLC | 166166 | $4,538 | — | 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 |
|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 2.8M | 3.8M | 5.3M | 6.1M | 6.4M | 7.3M | $201M |
| LPL Financial LLC | — | — | 57K | 101K | 143K | 247K | $7M |
| Blue Water Asset Management | — | — | — | — | — | 194K | $5M |
| LeClair Wealth Partners LLC | — | — | — | — | — | 194K | $5M |
| Private Advisor Group, LLC | — | — | 27K | 69K | 93K | 101K | $3M |
| Wayfinding Financial, LLC | 100K | 98K | 97K | 98K | 97K | 99K | $3M |
| OSAIC HOLDINGS, INC. | 25K | 32K | 43K | 55K | 70K | 94K | $3M |
| Janney Montgomery Scott LLC | — | — | 26K | 35K | 72K | 45K | $1M |
| FIFTH THIRD BANCORP | — | — | — | — | — | 29K | $784,575 |
| OLD MISSION CAPITAL LLC | 18K | 32K | — | 18K | 21K | 25K | $684,930 |
| LRI Investments, LLC | 48K | 50K | 54K | 30K | 25K | 25K | $684,000 |
| GREAT VALLEY ADVISOR GROUP, INC. | — | — | — | — | — | 23K | $639,142 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 82K | 30K | 39K | — | 32K | 22K | $606,161 |
| COMMONWEALTH EQUITY SERVICES, LLC | 11K | 14K | 19K | 25K | 21K | 21K | $582,550 |
| FLAGSTAR ADVISORS INC | — | 10K | 18K | 19K | 19K | 21K | $580,116 |
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 | 28 | 8,584,653 | — | $235M |
| 2025-Q4 | 26 | 7,210,913 | — | $186M |
| 2025-Q3 | 22 | 6,784,665 | — | $177M |
| 2025-Q2 | 20 | 5,813,290 | — | $147M |
| 2025-Q1 | 15 | 4,142,732 | — | $110M |
| 2024-Q4 | 12 | 3,121,895 | — | $82M |
| 2024-Q3 | 8 | 2,135,838 | — | $58M |
| 2024-Q2 | 5 | 1,213,618 | — | $31M |
| 2024-Q1 | 8 | 2,983,328 | — | $81M |
| 2023-Q4 | 4 | 1,616,836 | — | $42M |
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.
