| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 2,513,5102.5M | $80M | — | TRIM -12% |
| 2 | LPL Financial LLC | 242,705242,705 | $8M | — | ADD 27% |
| 3 | Convergence Financial, LLC | 192,332192,332 | $6M | — | ADD 108% |
| 4 | Wayfinding Financial, LLC | 132,063132,063 | $4M | — | — |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 65,43065,430 | $2M | — | TRIM -11% |
| 6 | SHEETS SMITH WEALTH MANAGEMENT | 54,86354,863 | $2M | — | — |
| 7 | Integrated Wealth Concepts LLC | 41,08241,082 | $1M | — | TRIM -30% |
| 8 | OSAIC HOLDINGS, INC. | 24,32824,328 | $777,802 | — | ADD 53% |
| 9 | Savvy Advisors, Inc. | 22,53422,534 | $720,136 | — | ADD 5% |
| 10 | JANE STREET GROUP, LLC | 18,53218,532 | $592,229 | — | NEW |
| 11 | BANK OF AMERICA CORP /DE/ | 11,74411,744 | $375,303 | — | NEW |
| 12 | SMITH, MOORE & CO. | 7,7507,750 | $247,668 | — | — |
| 13 | CWM, LLC | 7,1467,146 | $228,365 | — | NEW |
| 14 | FIFTH THIRD BANCORP | 1,8331,833 | $58,578 | — | NEW |
| 15 | Farther Finance Advisors, LLC | 1,3271,327 | $42,640 | — | — |
| 16 | Aptus Capital Advisors, LLC | 306306 | $9,779 | — | NEW |
| 17 | CoreCap Advisors, LLC | 3030 | $959 | — | TRIM -87% |
| 18 | UBS Group AG | 2323 | $735 | — | 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 | 2.0M | 2.4M | 2.3M | 2.7M | 2.9M | 2.5M | $80M |
| LPL Financial LLC | — | — | 59K | 93K | 191K | 243K | $8M |
| Convergence Financial, LLC | — | — | — | — | 92K | 192K | $6M |
| Wayfinding Financial, LLC | 51K | 134K | 134K | 134K | 134K | 132K | $4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23K | 56K | 20K | — | 73K | 65K | $2M |
| SHEETS SMITH WEALTH MANAGEMENT | — | — | — | 55K | 56K | 55K | $2M |
| Integrated Wealth Concepts LLC | — | — | 10K | 58K | 59K | 41K | $1M |
| OSAIC HOLDINGS, INC. | 21K | 21K | 20K | 19K | 16K | 24K | $777,802 |
| Savvy Advisors, Inc. | 14K | 20K | 22K | 22K | 22K | 23K | $720,136 |
| JANE STREET GROUP, LLC | 36K | — | — | — | — | 19K | $592,229 |
| BANK OF AMERICA CORP /DE/ | — | — | — | — | — | 12K | $375,303 |
| SMITH, MOORE & CO. | — | — | 8K | 8K | 8K | 8K | $247,668 |
| CWM, LLC | — | — | — | — | — | 7K | $228,365 |
| FIFTH THIRD BANCORP | — | — | — | — | — | 2K | $58,578 |
| Farther Finance Advisors, LLC | — | — | — | — | 1K | 1K | $42,640 |
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 | 18 | 3,337,538 | — | $107M |
| 2025-Q4 | 16 | 3,815,106 | — | $124M |
| 2025-Q3 | 11 | 3,261,936 | — | $104M |
| 2025-Q2 | 13 | 2,853,793 | — | $88M |
| 2025-Q1 | 8 | 2,622,263 | — | $75M |
| 2024-Q4 | 9 | 2,145,135 | — | $63M |
| 2024-Q3 | 8 | 1,218,288 | — | $35M |
| 2024-Q2 | 8 | 940,099 | — | $26M |
| 2024-Q1 | 6 | 2,625,645 | — | $71M |
| 2023-Q4 | 2 | 1,640,805 | — | $43M |
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.
