| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 443,148443,148 | $4M | — | TRIM -4% |
| 2 | RIVERBRIDGE PARTNERS LLC | 202,268202,268 | $2M | — | ADD 8% |
| 3 | Advisors Asset Management, Inc. | 173,999173,999 | $2M | — | — |
| 4 | GUGGENHEIM CAPITAL LLC | 119,752119,752 | $1M | — | ADD 184% |
| 5 | Closed-End Fund Advisors, Inc. | 81,73481,734 | $785,465 | — | — |
| 6 | EVOLVE PRIVATE WEALTH, LLC | 70,88770,887 | $681,224 | — | — |
| 7 | RAYMOND JAMES FINANCIAL INC | 60,60660,606 | $582,428 | — | ADD 18% |
| 8 | OSAIC HOLDINGS, INC. | 50,14550,145 | $481,891 | — | — |
| 9 | NWF Advisory Services Inc. | 48,20048,200 | $463,202 | — | ADD 5% |
| 10 | Shaker Financial Services, LLC | 42,62642,626 | $409,636 | — | TRIM -16% |
| 11 | FIRST TRUST ADVISORS LP | 36,24336,243 | $348,294 | — | ADD 7% |
| 12 | ROBINSON CAPITAL MANAGEMENT, LLC | 26,08826,088 | $263,489 | — | TRIM -49% |
| 13 | Cetera Investment Advisers | 20,82320,823 | $200,105 | — | TRIM -10% |
| 14 | LPL Financial LLC | 18,84918,849 | $181,137 | — | — |
| 15 | SeaCrest Wealth Management, LLC | 18,55618,556 | $178,323 | — | TRIM -4% |
| 16 | Clear Creek Financial Management, LLC | 18,47518,475 | $177,545 | — | ADD 4% |
| 17 | WOLVERINE ASSET MANAGEMENT LLC | 18,17418,174 | $174,652 | — | TRIM -39% |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 14,50014,500 | $139,340 | — | — |
| 19 | RFG Advisory, LLC | 13,77413,774 | $132,368 | — | TRIM -14% |
| 20 | Private Advisor Group, LLC | 12,95012,950 | $124,451 | — | — |
| 21 | WELLS FARGO & COMPANY/MN | 12,51212,512 | $120,236 | — | ADD 1251100% |
| 22 | Lido Advisors, LLC | 12,42012,420 | $119,359 | — | NEW |
| 23 | UHLMANN PRICE SECURITIES, LLC | 11,92611,926 | $114,610 | — | TRIM -11% |
| 24 | Integrity Advisory Solutions, LLC | 11,32511,325 | $108,833 | — | NEW |
| 25 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6,0996,099 | $58,611 | — | ADD 4% |
| 26 | Investors Research Corp | 2,5002,500 | $24,025 | — | — |
| 27 | UBS Group AG | 1,9181,918 | $18,431 | — | TRIM -20% |
| 28 | KERR FINANCIAL PLANNING Corp | 1,4211,421 | $14,266 | — | ADD 2% |
| 29 | Glass Jacobson Investment Advisors llc | 1,4201,420 | $13,647 | — | — |
| 30 | TD Waterhouse Canada Inc. | 1,0001,000 | $9,870 | — | — |
| 31 | Thomas J. Herzfeld Advisors, Inc. | 907907 | $8,716 | — | TRIM -9% |
| 32 | Advisory Services Network, LLC | 623623 | $5,987 | — | NEW |
| 33 | HIGHLINE WEALTH PARTNERS LLC | 500500 | $4,805 | — | — |
| 34 | FIFTH THIRD BANCORP | 2424 | $231 | — | 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 | 443K | 423K | 401K | 418K | 460K | 443K | $4M |
| RIVERBRIDGE PARTNERS LLC | 124K | 136K | 141K | 145K | 187K | 202K | $2M |
| Advisors Asset Management, Inc. | — | — | — | 151K | 175K | 174K | $2M |
| GUGGENHEIM CAPITAL LLC | — | — | — | — | 42K | 120K | $1M |
| Closed-End Fund Advisors, Inc. | — | — | — | — | 83K | 82K | $785,465 |
| EVOLVE PRIVATE WEALTH, LLC | — | — | — | — | 71K | 71K | $681,224 |
| RAYMOND JAMES FINANCIAL INC | 34K | 25K | 44K | 49K | 51K | 61K | $582,428 |
| OSAIC HOLDINGS, INC. | 61K | 59K | 57K | 60K | 50K | 50K | $481,891 |
| NWF Advisory Services Inc. | — | 45K | 45K | 48K | 46K | 48K | $463,202 |
| Shaker Financial Services, LLC | 52K | — | — | 14K | 51K | 43K | $409,636 |
| FIRST TRUST ADVISORS LP | 38K | 35K | 35K | 36K | 34K | 36K | $348,294 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 46K | 46K | 46K | 46K | 51K | 26K | $263,489 |
| Cetera Investment Advisers | 20K | 23K | 23K | 23K | 23K | 21K | $200,105 |
| LPL Financial LLC | — | — | — | 14K | 19K | 19K | $181,137 |
| SeaCrest Wealth Management, LLC | 24K | 20K | 19K | 19K | 19K | 19K | $178,323 |
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 | 34 | 1,556,392 | — | $15M |
| 2025-Q4 | 34 | 1,625,096 | — | $16M |
| 2025-Q3 | 33 | 1,586,469 | — | $17M |
| 2025-Q2 | 27 | 1,770,077 | — | $19M |
| 2025-Q1 | 28 | 1,826,980 | — | $19M |
| 2024-Q4 | 28 | 1,895,775 | — | $19M |
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.
| 2024-Q3 |
| 29 |
| 1,842,244 |
| — |
| $21M |
| 2024-Q2 | 26 | 1,881,414 | — | $19M |
| 2024-Q1 | 24 | 2,948,425 | — | $30M |
| 2023-Q4 | 27 | 2,510,986 | — | $24M |
| 2023-Q3 | 26 | 2,132,267 | — | $19M |
| 2023-Q2 | 29 | 2,014,943 | — | $19M |
| 2023-Q1 | 31 | 2,080,234 | — | $20M |
| 2022-Q4 | 29 | 1,885,080 | — | $19M |
| 2022-Q3 | 30 | 1,939,060 | — | $21M |
| 2022-Q2 | 30 | 1,960,914 | — | $25M |
| 2022-Q1 | 26 | 1,719,905 | — | $27M |
| 2021-Q4 | 27 | 1,723,373 | — | $27M |
| 2021-Q3 | 31 | 1,499,559 | — | $22M |
| 2021-Q2 | 30 | 1,411,919 | — | $21M |
| 2021-Q1 | 35 | 1,440,257 | — | $20M |
| 2020-Q4 | 36 | 1,343,515 | — | $16M |
| 2020-Q3 | 33 | 1,158,925 | — | $12M |
| 2020-Q2 | 34 | 1,162,657 | — | $14M |
| 2020-Q1 | 37 | 1,194,285 | — | $14M |
| 2019-Q4 | 32 | 981,764 | — | $21M |
| 2019-Q3 | 29 | 909,535 | — | $19M |
| 2019-Q2 | 27 | 909,212 | — | $17M |
| 2019-Q1 | 33 | 896,017 | — | $17M |
| 2018-Q4 | 31 | 894,711 | — | $15M |
| 2018-Q3 | 23 | 904,544 | — | $16M |
| 2018-Q2 | 21 | 979,504 | — | $17M |
| 2018-Q1 | 23 | 1,097,458 | — | $18M |
| 2017-Q4 | 24 | 1,079,129 | — | $19M |
| 2017-Q3 | 19 | 772,992 | — | $14M |
| 2017-Q2 | 18 | 690,718 | — | $12M |
| 2017-Q1 | 21 | 798,944 | — | $14M |
| 2016-Q4 | 23 | 726,518 | — | $12M |
| 2016-Q3 | 23 | 631,950 | — | $11M |
| 2016-Q2 | 21 | 546,282 | — | $10M |
| 2016-Q1 | 24 | 588,835 | — | $10M |
| 2015-Q4 | 22 | 590,367 | — | $10M |
| 2015-Q3 | 19 | 554,969 | — | $10M |
| 2015-Q2 | 16 | 503,374 | — | $9M |
| 2015-Q1 | 15 | 492,408 | — | $10M |
| 2014-Q4 | 16 | 474,160 | — | $9M |
| 2014-Q3 | 17 | 476,248 | — | $12M |
| 2014-Q2 | 16 | 486,734 | — | $12M |
| 2014-Q1 | 14 | 401,167 | — | $10M |
| 2013-Q4 | 13 | 360,856 | — | $6M |
| 2013-Q3 | 6 | 137,176 | — | $2M |
